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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
JWCA
826
J.W. Cole Advisors
Florida
$3.44M +$243K +1,131 +7%
AWS
827
AJ Wealth Strategies
New York
$3.44M -$1.4M -6,495 -29%
LOAMS
828
Lombard Odier Asset Management (Switzerland)
Switzerland
$3.44M +$146K +677 +4%
WG
829
Winton Group
United Kingdom
$3.43M +$1.67M +7,762 +92%
MIS
830
Morningstar Investment Services
Illinois
$3.43M +$729K +3,387 +27%
TC
831
Telemus Capital
Michigan
$3.43M +$406K +1,885 +13%
APA
832
American Portfolios Advisors
New York
$3.42M +$797K +3,705 +30%
ERWM
833
Elk River Wealth Management
Colorado
$3.41M +$308K +1,433 +10%
IWC
834
Integrated Wealth Concepts
Massachusetts
$3.41M -$278K -1,292 -7%
DBT
835
Dubuque Bank & Trust
Iowa
$3.4M -$116K -541 -3%
KFBMI
836
Kentucky Farm Bureau Mutual Insurance
Kentucky
$3.4M – – –
ATC
837
Argent Trust Co
Tennessee
$3.37M -$407K -1,892 -11%
PAS
838
Park Avenue Securities
New York
$3.36M +$346K +1,606 +11%
TH
839
TCTC Holdings
Texas
$3.35M +$755K +3,509 +29%
FTDI
840
First Trust Direct Indexing
Massachusetts
$3.33M +$289K +1,343 +9%
EIM
841
Essex Investment Management
Massachusetts
$3.33M -$95.1K -442 -3%
WR
842
WD Rutherford
Oregon
$3.33M +$48.9K +227 +1%
MGP
843
Metis Global Partners
California
$3.32M +$1.5M +6,963 +80%
AC
844
Asio Capital
Kentucky
$3.32M +$501K +2,327 +17%
SAI
845
Systematic Alpha Investments
New Jersey
$3.32M – – –
GAM
846
Gemmer Asset Management
California
$3.31M +$5.81K +27 +0.2%
CF
847
Centaurus Financial
California
$3.31M +$318K +1,476 +10%
RWA
848
Roberts Wealth Advisors
California
$3.3M +$192K +891 +6%
DWT
849
Dorsey & Whitney Trust
South Dakota
$3.29M +$1.66M +7,700 +99%
VI
850
Vestcor Inc
New Brunswick, Canada
$3.29M -$2.61M -12,116 -44%
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