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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
PFO
901
Pathstone Family Office
New Jersey
$1.57M – – –
CRIG
902
Charter Research & Investment Group
Connecticut
$1.56M – – –
TFA
903
Teamwork Financial Advisors
Texas
$1.55M +$918K +5,451 +192%
IFWM
904
Institute for Wealth Management
Colorado
$1.55M +$10.8K +64 +0.8%
RI
905
Redwood Investments
Massachusetts
$1.55M -$52.1K -309 -4%
DC
906
Diametric Capital
Massachusetts
$1.55M +$1.39M +8,254 New
PHK
907
Point72 Hong Kong
Hong Kong
$1.54M +$1.22M +7,265 +744%
SAM
908
Sompo Asset Management
Japan
$1.54M +$170K +1,010 +14%
PTC
909
Private Trust Company
Ohio
$1.54M +$74.1K +440 +6%
RHBC
910
R.H. Bluestein & Co
Michigan
$1.53M +$241K +1,430 +21%
SFP
911
Shepherd Financial Partners
Massachusetts
$1.53M +$45.3K +269 +3%
IC
912
Inscription Capital
Texas
$1.52M +$1.37M +8,110 New
GBT
913
Grove Bank & Trust
Florida
$1.51M +$217K +1,285 +19%
PMG
914
ProVise Management Group
Florida
$1.5M +$101K +600 +8%
IIM
915
Intact Investment Management
Quebec, Canada
$1.5M -$135K -800 -9%
SACTSONJ
916
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.5M – – –
UBG
917
United Bank (Georgia)
Georgia
$1.5M +$83.4K +495 +7%
FMB
918
Field & Main Bank
Kentucky
$1.5M +$1.35M +7,985 New
FI
919
FormulaFolio Investments
Michigan
$1.49M +$274K +1,628 +26%
VCM
920
Virtue Capital Management
Tennessee
$1.47M +$1.33M +7,869 New
NSIM
921
North Star Investment Management
Illinois
$1.47M -$3.37K -20 -0.3%
S
922
SignatureFD
Georgia
$1.46M -$211K -1,255 -14%
KOCAA
923
Knights of Columbus Asset Advisors
Connecticut
$1.46M -$5.3M -31,475 -80%
ANRIA
924
American National Registered Investment Advisor
Texas
$1.46M – – –
ACH
925
ArrowMark Colorado Holdings
Colorado
$1.45M +$29.7K +176 +2%
35 36
37
38 39