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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
SACTSONJ
901
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.15M – – –
ZB
902
Zions Bancorporation
Utah
$1.15M -$3.94K -23 -0.3%
IC
903
Intersect Capital
California
$1.14M +$156K +911 +13%
RCM
904
Riverpark Capital Management
New York
$1.14M -$3.6M -20,999 -73%
SFP
905
Shepherd Financial Partners
Massachusetts
$1.14M +$10.1K +59 +0.8%
WI
906
Wintrust Investments
Illinois
$1.13M +$685K +3,993 +112%
PSUF
907
People's United Financial
Connecticut
$1.13M -$1.84M -10,746 -58%
NSIM
908
North Star Investment Management
Illinois
$1.13M +$25.7K +150 +2%
IIM
909
Ironwood Investment Management
Massachusetts
$1.13M -$15.9K -93 -1%
HIM
910
Hotaling Investment Management
Pennsylvania
$1.13M -$44.7K -261 -3%
BWM
911
Bernicke Wealth Management
Wisconsin
$1.12M +$22.3K +130 +2%
ANRIA
912
American National Registered Investment Advisor
Texas
$1.12M – – –
MMC
913
Mizuho Markets Cayman
Cayman Islands
$1.11M +$1.33M +7,739 New
EWA
914
EP Wealth Advisors
California
$1.11M -$243K -1,420 -16%
NFC
915
Northeast Financial Consultants
Connecticut
$1.11M +$175K +1,023 +15%
SLG
916
Stanley-Laman Group
Pennsylvania
$1.1M +$1.31M +7,647 New
TCOK
917
Trust Company of Kansas
Kansas
$1.1M +$1.31M +7,650 New
BHA
918
Beech Hill Advisors
New York
$1.09M +$840K +4,900 +181%
WBC
919
West Branch Capital
Massachusetts
$1.09M -$42K -245 -3%
VLKIM
920
Van Lanschot Kempen Investment Management
Netherlands
$1.09M +$355K +2,071 +38%
PTC
921
Private Trust Company
Ohio
$1.09M -$63.4K -370 -5%
ACH
922
ArrowMark Colorado Holdings
Colorado
$1.09M +$117K +680 +10%
FTIOP
923
Fiduciary Trust International of Pennsylvania
Pennsylvania
$1.09M -$8.57K -50 -0.7%
UBG
924
United Bank (Georgia)
Georgia
$1.08M -$362K -2,113 -22%
CWAG
925
Compton Wealth Advisory Group
Virginia
$1.07M -$103K -600 -7%
35 36
37
38 39