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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
RCM
901
RNC Capital Management
California
$5.24M +$958K +3,584 +23%
WIC
902
Woodmont Investment Counsel
Tennessee
$5.24M +$132K +493 +3%
ETC
903
Exchange Traded Concepts
Oklahoma
$5.22M +$2.36M +8,825 +86%
HBCM
904
Heron Bay Capital Management
Michigan
$5.2M +$303K +1,135 +6%
ECM
905
Everence Capital Management
Indiana
$5.2M -$1.92M -7,170 -27%
ICM
906
Invenomic Capital Management
Massachusetts
$5.19M +$5.09M +19,021 New
PT
907
Plimoth Trust
Massachusetts
$5.14M +$152K +568 +3%
QPWM
908
Quadrant Private Wealth Management
Pennsylvania
$5.13M +$51.6K +193 +1%
KFS
909
Kurt F. Somerville
$5.13M +$972K +3,635 +24%
WPP
910
Whalerock Point Partners
Rhode Island
$5.13M +$90.4K +338 +2%
HIC
911
Hartline Investment Corp
Illinois
$5.13M -$435K -1,626 -8%
CAL
912
Capital Analysts LLC
Pennsylvania
$5.09M +$13.6K +51 +0.3%
WWA
913
WCG Wealth Advisors
Nevada
$5.06M +$859K +3,214 +21%
CCAM
914
Codex Capital Asset Management
Texas
$5.04M – – –
MKA
915
M. Kulyk & Associates
Georgia
$5.04M +$236K +883 +5%
SF
916
Symphony Financial
Texas
$5.02M +$4.87M +18,209 +473%
OAM
917
Ostrum Asset Management
France
$5.01M -$1.18M -4,413 -19%
FHA
918
Flagship Harbor Advisors
Massachusetts
$5.01M +$2.04M +7,612 +71%
ATPW
919
Ashton Thomas Private Wealth
Arizona
$5.01M +$1.15M +4,304 +31%
CFO
920
Callan Family Office
Pennsylvania
$5M +$3.21M +12,000 +189%
SS
921
SBI Securities
Japan
$4.99M +$226K +845 +5%
VIS
922
Vega Investment Solutions
France
$4.99M -$2.67M -9,996 -35%
O
923
Ossiam
France
$4.98M -$269K -1,006 -5%
GAAM
924
Guinness Atkinson Asset Management
California
$4.97M -$386K -1,442 -7%
GIM
925
Generate Investment Management
New Zealand
$4.96M -$10.4M -38,849 -68%
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