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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
FRA
901
Frank Rimerman Advisors
California
$4.09M +$3.87M +14,450 +1,001%
ATPW
902
Ashton Thomas Private Wealth
Arizona
$4.09M +$779K +2,912 +22%
EFM
903
E Fund Management
China
$4.07M +$147K +551 +4%
PCM
904
Prelude Capital Management
New York
$4.07M +$929K +3,471 +28%
BOSSRA
905
B.O.S.S. Retirement Advisors
Utah
$4.05M +$1.55M +5,790 +58%
VAS
906
Vestmark Advisory Solutions
Massachusetts
$4.04M +$34.8K +130 +0.8%
IIA
907
IPG Investment Advisors
California
$4.03M +$1.11M +4,158 +36%
WPC
908
Wedmont Private Capital
Pennsylvania
$4.03M -$8.03K -30 -0.2%
CAL
909
Capital Analysts LLC
Pennsylvania
$4.03M +$409K +1,530 +11%
SAI
910
Systematic Alpha Investments
New Jersey
$4.02M – – –
RWM
911
RBA Wealth Management
California
$4.01M +$3.99M +14,912 +2,174%
SC
912
Sepio Capital
Utah
$4.01M -$7.49K -28 -0.2%
VIA
913
Vickerman Investment Advisors
Washington
$4.01M +$56.5K +211 +1%
SIA
914
Schechter Investment Advisors
Michigan
$4.01M -$289K -1,081 -6%
GM
915
GeoWealth Management
Illinois
$4M +$624K +2,333 +18%
CI
916
Cavalier Investments
Georgia
$3.95M +$116K +434 +3%
PWP
917
Private Wealth Partners
California
$3.94M -$121K -452 -3%
PIM
918
Progressive Investment Management
Oregon
$3.93M -$2.15M -8,029 -34%
RRAM
919
River Road Asset Management
Kentucky
$3.92M +$4.08M +15,246 New
SPG
920
Strategic Planning Group
Utah
$3.91M +$1.51M +5,642 +59%
HZ
921
Hixon Zuercher
Ohio
$3.91M +$311K +1,164 +8%
BDL
922
Bey-Douglas LLC
Georgia
$3.9M +$945K +3,530 +30%
BP
923
Ballentine Partners
Massachusetts
$3.9M -$315K -1,178 -7%
CP
924
Cumberland Partners
Ontario, Canada
$3.88M +$1.07M +4,000 +36%
M
925
Mirova
France
$3.88M – – –
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