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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
KAM
926
Karani Asset Management
New York
$1.07M +$320K +1,869 +33%
CPC
927
Congress Park Capital
New York
$1.07M -$250K -1,460 -16%
RIM
928
Rampart Investment Management
Connecticut
$1.07M -$2.7M -15,772 -68%
PMG
929
ProVise Management Group
Florida
$1.07M -$13.7K -80 -1%
IDBONY
930
Israel Discount Bank of New York
New York
$1.06M -$6K -35 -0.5%
HI
931
Horizon Investments
North Carolina
$1.06M +$118K +691 +10%
SC
932
Slow Capital
California
$1.05M -$45.9K -268 -4%
SCM
933
Shelton Capital Management
Colorado
$1.05M +$51.4K +300 +4%
IBOK
934
Independence Bank of Kentucky
Kentucky
$1.05M -$4.29K -25 -0.3%
SAM
935
Sompo Asset Management
Japan
$1.04M -$15.4K -90 -1%
EWM
936
Executive Wealth Management
Michigan
$1.04M -$182K -1,063 -13%
BB
937
Bell Bank
North Dakota
$1.04M +$6.51K +38 +0.5%
PIM
938
Penobscot Investment Management
Massachusetts
$1.03M +$123K +720 +11%
BOM
939
Bank of Marin
California
$1.03M – – –
TPWA
940
TRUE Private Wealth Advisors
Oregon
$1.03M -$4.8K -28 -0.4%
LCP
941
Legacy Capital Partners
Wisconsin
$1.02M – – –
MFS
942
Mirabella Financial Services
United Kingdom
$998K -$929K -5,418 -44%
VR
943
Viridian RIA
Washington
$990K -$23.7K -138 -2%
SJIM
944
St. Johns Investment Management
Florida
$985K +$68.6K +400 +6%
CCA
945
Checchi Capital Advisers
California
$984K -$9.77K -57 -0.8%
NB
946
Nicolet Bankshares
Wisconsin
$984K – – –
GBT
947
Grove Bank & Trust
Florida
$979K +$127K +743 +12%
FSA
948
Financial Sense Advisors
California
$974K +$1.16M +6,765 New
RHBC
949
R.H. Bluestein & Co
Michigan
$973K -$35.4M -206,756 -97%
RG
950
Rikoon Group
New Mexico
$972K – – –
36 37
38
39 40