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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
CGT
901
Capital Guardian Trust
California
$371K +$346K +2,331 New
MCM
902
Maryland Capital Management
Maryland
$370K +$14.1K +95 +4%
HWA
903
HCR Wealth Advisors
California
$369K -$69K -465 -15%
QCIG
904
Quad-Cities Investment Group
Iowa
$368K -$18.5K -125 -5%
APP
905
Avantax Planning Partners
Iowa
$367K -$38.7K -261 -10%
GIM
906
Guild Investment Management
California
$367K +$343K +2,310 New
WWM
907
Willingdon Wealth Management
North Carolina
$366K -$4.22M -28,426 -93%
RWP
908
RWA Wealth Partners
Massachusetts
$365K -$7.42K -50 -2%
CAS
909
Cue Advisory Services
Arizona
$364K -$9.64K -65 -3%
CCM
910
Coldstream Capital Management
Washington
$361K +$53.3K +359 +19%
AWM
911
Avior Wealth Management
Nebraska
$361K +$312K +2,100 +1,257%
CAG
912
Crestwood Advisors Group
Massachusetts
$359K -$6.53K -44 -2%
EA
913
Emerald Advisers
Pennsylvania
$355K – – –
PT
914
Plimoth Trust
Massachusetts
$354K +$5.94K +40 +2%
ALIONA
915
Allianz Life Insurance of North America
Minnesota
$353K -$15.3K -103 -4%
HT
916
Heritage Trust
Oklahoma
$353K – – –
ACI
917
Alpha Cubed Investments
California
$353K +$38.1K +257 +11%
DCM
918
Donaldson Capital Management
Indiana
$351K +$328K +2,208 New
HB
919
Homrich & Berg
Georgia
$350K +$50K +337 +18%
PAS
920
Park Avenue Securities
New York
$346K +$29.4K +198 +10%
OIA
921
Optimum Investment Advisors
Illinois
$343K +$74.2K +500 +30%
DDC
922
DF Dent & Co
Maryland
$342K +$6.68K +45 +2%
AP
923
Appleton Partners
Massachusetts
$339K -$42.7K -288 -12%
HH
924
Hilltop Holdings
Texas
$339K +$316K +2,131 New
HTHT
925
Hemenway Trust Hemenway Trust
New Hampshire
$338K -$104K -700 -25%
35 36
37
38 39