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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
BS
876
Bessemer Securities
New York
$728K – – –
CAM
877
Cresset Asset Management
Illinois
$722K +$19.6K +125 +3%
GBT
878
Grove Bank & Trust
Florida
$715K +$15K +96 +2%
AWM
879
Avior Wealth Management
Nebraska
$713K +$235K +1,499 +37%
B
880
Barings
North Carolina
$711K -$2.09M -13,331 -74%
MCM
881
MAI Capital Management
Ohio
$709K +$240K +1,532 +49%
WAS
882
WESPAC Advisors SoCal
California
$707K +$31.3K +200 +4%
WCA
883
Westover Capital Advisors
Delaware
$704K -$7.37K -47 -1%
AA
884
ALPS Advisors
Colorado
$702K +$110K +705 +18%
ACM
885
Allred Capital Management
Texas
$692K +$11.1K +71 +2%
AF
886
Advisornet Financial
Minnesota
$691K +$465K +2,966 +187%
EFS
887
Essex Financial Services
Connecticut
$684K +$6.42K +41 +0.9%
ALAM
888
Asahi Life Asset Management
Japan
$680K -$136K -870 -16%
IDBONY
889
Israel Discount Bank of New York
New York
$679K +$41.5K +265 +6%
BW
890
Bison Wealth
Georgia
$678K +$113K +718 +19%
FCA
891
FinTrust Capital Advisors
South Carolina
$677K +$34.6K +221 +5%
1SB
892
1ST Source Bank
Indiana
$673K -$8.62K -55 -1%
ATC
893
Argent Trust Co
Tennessee
$672K +$11.8K +75 +2%
WWM
894
Western Wealth Management
Colorado
$672K +$16.1K +103 +2%
NERM
895
New England Research & Management
Illinois
$671K +$407K +2,595 +142%
ANB
896
Amarillo National Bank
Texas
$670K – – –
FHA
897
Flagship Harbor Advisors
Massachusetts
$667K +$16.3K +104 +2%
IIM
898
Intact Investment Management
Quebec, Canada
$667K +$62.7K +400 +10%
NIT
899
NumerixS Investment Technologies
British Columbia, Canada
$667K +$470K +2,997 +214%
CRWM
900
Castle Rock Wealth Management
California
$665K +$679K +4,331 New
34 35
36
37 38