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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
LFA
876
Lighthouse Financial Advisors
Maryland
$2.69M +$211K +869 +8%
CMANY
877
Capital Management Associates (New York)
New York
$2.68M +$122K +502 +4%
FI
878
FormulaFolio Investments
Michigan
$2.68M +$1.06M +4,363 +57%
IWP
879
Icon Wealth Partners
Texas
$2.68M +$575K +2,366 +24%
IA
880
IndexIQ Advisors
New York
$2.68M +$1.36M +5,577 +86%
SAI
881
Systematic Alpha Investments
New Jersey
$2.65M +$2.89M +11,900 New
AIA
882
Avalon Investment & Advisory
Texas
$2.64M +$448K +1,841 +18%
SCA
883
Snowden Capital Advisors
New York
$2.62M +$362K +1,489 +14%
RFMS
884
RWQ Financial Management Services
Florida
$2.61M +$2.85M +11,725 New
EGM
885
Engineers Gate Manager
New York
$2.6M -$1.48M -6,074 -34%
BAM
886
Beaumont Asset Management
Texas
$2.58M +$19K +78 +0.7%
ATC
887
Argent Trust Co
Tennessee
$2.58M +$342K +1,408 +14%
LSA
888
L & S Advisors
California
$2.58M -$2.52M -10,349 -47%
FAM
889
Fulcrum Asset Management
United Kingdom
$2.56M – – –
LC
890
Longitude (Cayman)
Cayman Islands
$2.56M +$2.8M +11,500 New
TI
891
Tidal Investments
Wisconsin
$2.56M +$563K +2,317 +25%
JWCA
892
J.W. Cole Advisors
Florida
$2.53M +$516K +2,121 +23%
UH
893
Unigestion Holding
Switzerland
$2.52M +$1.39M +5,719 +102%
KWM
894
Kingsview Wealth Management
Oregon
$2.52M +$611K +2,514 +29%
CC
895
Claybrook Capital
Massachusetts
$2.52M +$2.75M +11,300 New
PTC
896
Private Trust Company
Ohio
$2.51M -$35.7K -147 -1%
BCM
897
Boltwood Capital Management
California
$2.51M -$140K -575 -5%
DCM
898
Davidson Capital Management
Texas
$2.51M +$1.6M +6,574 +140%
ECG
899
EPIQ Capital Group
California
$2.49M +$1.8M +7,400 +195%
PH
900
Pinnacle Holdings
Oklahoma
$2.48M -$22.9K -94 -0.8%
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