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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
HPC
901
HM Payson & Co
Maine
$283K +$30.9K +242 +13%
CA
902
Calton & Associates
Florida
$283K +$249K +1,951 New
CMBA
903
C.M. Bidwell & Associates
Hawaii
$281K -$63.8K -500 -20%
AF
904
Allworth Financial
California
$281K +$7.14K +56 +3%
NAM
905
North American Management
Massachusetts
$279K -$15.9K -125 -6%
HPWM
906
Highland Private Wealth Management
Washington
$278K +$260K +2,040 New
TF
907
Tompkins Financial
New York
$277K -$17.2K -135 -6%
PAS
908
Park Avenue Securities
New York
$276K -$357K -2,799 -59%
JFL
909
Jarislowsky, Fraser Ltd
Quebec, Canada
$275K +$258K +2,022 New
AC
910
Alley Company
Illinois
$273K – – –
BDS
911
Banco de Sabadell
Florida
$272K +$255K +2,000 New
RPC
912
Rossmore Private Capital
Connecticut
$270K +$18.8K +147 +8%
GLI
913
Guardian Life Insurance
New York
$264K +$45.8K +359 +23%
IG
914
ING Group
Netherlands
$263K +$246K +1,925 New
ISL
915
Ingalls & Snyder LLC
New York
$263K +$246K +1,926 New
HA
916
Harfst & Associates
Wyoming
$261K +$16.1K +126 +7%
CCM
917
Coldstream Capital Management
Washington
$261K +$24.2K +190 +11%
SLF
918
Sun Life Financial
Ontario, Canada
$261K +$198K +1,552 +426%
CF
919
Centaurus Financial
California
$260K +$244K +1,909 New
HCM
920
Hengehold Capital Management
Ohio
$258K – – –
HFM
921
Harvest Fund Management
China
$258K +$107K +841 +80%
HB
922
Homrich & Berg
Georgia
$254K +$238K +1,864 New
SWA
923
Sutton Wealth Advisors
Florida
$254K – – –
PAM
924
Paradigm Asset Management
New York
$252K – – –
IWM
925
IHT Wealth Management
Illinois
$252K +$17.5K +137 +8%
35 36
37
38 39