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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
TA
926
Townsend & Associates
Colorado
$2.11M -$468K -2,136 -21%
IBOK
927
Independence Bank of Kentucky
Kentucky
$2.11M -$209K -955 -10%
PFO
928
Pathstone Family Office
New Jersey
$2.1M – – –
S
929
SignatureFD
Georgia
$2.1M +$120K +549 +7%
FPA
930
First Pacific Advisors
California
$2.1M -$46K -210 -2%
CPC
931
Congress Park Capital
New York
$2.09M +$315K +1,437 +21%
LOAME
932
Lombard Odier Asset Management (Europe)
United Kingdom
$2.08M +$1.81M +8,266 New
SFP
933
Shepherd Financial Partners
Massachusetts
$2.07M +$13.8K +63 +0.8%
RI
934
Redwood Investments
Massachusetts
$2.04M -$32K -146 -2%
OSAM
935
O'Shaughnessy Asset Management
Connecticut
$2.03M +$504K +2,304 +40%
IP
936
Intellectus Partners
California
$2.02M -$349K -1,594 -17%
RHBC
937
R.H. Bluestein & Co
Michigan
$2.01M -$39.4K -180 -2%
SACTSONJ
938
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$2.01M – – –
PMG
939
ProVise Management Group
Florida
$2.01M -$5.47K -25 -0.3%
PCS
940
Personal CFO Solutions
New Jersey
$2M -$36.8K -168 -3%
SWIG
941
Strategic Wealth Investment Group
Kentucky
$2M +$144K +658 +9%
AWP
942
Ascent Wealth Partners
New York
$1.97M +$27.4K +125 +2%
SAM
943
Sompo Asset Management
Japan
$1.97M -$85.4K -390 -5%
SS
944
Sunbelt Securities
Texas
$1.97M -$304K -1,388 -15%
SJIM
945
St. Johns Investment Management
Florida
$1.96M +$21K +96 +1%
CS
946
Candriam SCA
Luxembourg
$1.96M – – –
ANRIA
947
American National Registered Investment Advisor
Texas
$1.96M – – –
ACH
948
ArrowMark Colorado Holdings
Colorado
$1.95M – – –
BFM
949
Boothbay Fund Management
New York
$1.94M -$228K -1,041 -12%
FI
950
FormulaFolio Investments
Michigan
$1.93M -$55.6K -254 -3%
36 37
38
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