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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
ED
901
Exane Derivatives
France
$660K +$567K +3,619 +493%
LCAM
902
London & Capital Asset Management
United Kingdom
$660K – – –
BA
903
Bristlecone Advisors
Washington
$659K +$681K +4,344 New
CCFM
904
Clear Creek Financial Management
Washington
$655K +$677K +4,320 New
GSC
905
G&S Capital
Colorado
$653K +$1.88K +12 +0.3%
CGL
906
Clarius Group LLC
Washington
$642K +$84.9K +542 +15%
MWM
907
Mission Wealth Management
California
$637K -$3.13K -20 -0.5%
BDS
908
Banco de Sabadell
Florida
$637K +$78.4K +500 +14%
ACH
909
ArrowMark Colorado Holdings
Colorado
$637K +$658K +4,200 New
SRC
910
Sage Rhino Capital
California
$627K -$8.62K -55 -1%
I
911
INVST
Indiana
$627K – – –
WAM
912
Wealthspire Advisors (Maryland)
Maryland
$621K -$7.84K -50 -1%
WEC
913
Winslow Evans & Crocker
Massachusetts
$616K -$634K -4,044 -50%
NEIRG
914
New England Investment & Retirement Group
Massachusetts
$614K +$157K +1,002 +33%
CAN
915
Claraphi Advisory Network
United States
$613K +$168K +1,075 +36%
PC
916
Permanens Capital
New York
$607K +$157K +1,000 +33%
CCG
917
Ceeto Capital Group
Florida
$607K +$627K +4,000 New
GFP
918
Gryphon Financial Partners
Ohio
$606K -$9.25K -59 -1%
NFC
919
Northeast Financial Consultants
Connecticut
$603K +$15.7K +100 +3%
IP
920
Intellectus Partners
California
$602K -$13.5K -86 -2%
NDSI
921
Newman Dignan & Sheerar Inc
Rhode Island
$601K -$28.4K -181 -4%
CPIA
922
Cornell Pochily Investment Advisors
New York
$601K +$120K +765 +24%
SIG
923
Sky Investment Group
Connecticut
$599K +$30.6K +195 +5%
GIA
924
Gladstone Institutional Advisory
Florida
$598K +$155K +988 +33%
S
925
SignatureFD
Georgia
$593K +$26.3K +168 +4%
35 36
37
38 39