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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
BS
951
Bessemer Securities
New York
$713K – – –
HCM
952
Highlander Capital Management
New Jersey
$709K +$331K +2,175 +84%
CSA
953
Cottage Street Advisors
Massachusetts
$703K -$134K -884 -16%
FCA
954
FinTrust Capital Advisors
South Carolina
$703K +$41.5K +273 +6%
MIM
955
Moseley Investment Management
Florida
$702K +$194K +1,275 +37%
SIG
956
Sargent Investment Group
Maryland
$698K -$45.6K -300 -6%
JWS
957
Juncture Wealth Strategies
Arizona
$695K -$66K -434 -8%
MCM
958
MAI Capital Management
Ohio
$693K -$1.22K -8 -0.2%
S
959
SignatureFD
Georgia
$687K +$109K +716 +18%
AC
960
Avestar Capital
New York
$684K +$671K +4,415 +2,299%
WCA
961
Westover Capital Advisors
Delaware
$679K -$10.3K -68 -1%
EFS
962
Essex Financial Services
Connecticut
$677K +$8.05K +53 +1%
WAS
963
WESPAC Advisors SoCal
California
$673K -$19K -125 -3%
AWM
964
Avior Wealth Management
Nebraska
$668K -$30.1K -198 -4%
NWS
965
Newport Wealth Strategies
California
$661K -$69.9K -460 -9%
WMA
966
Wealth Management Associates
New Jersey
$658K +$673K +4,431 New
ANB
967
Amarillo National Bank
Texas
$655K – – –
IIM
968
Intact Investment Management
Quebec, Canada
$653K – – –
BIAS
969
Beacon Investment Advisory Services
New Jersey
$651K +$667K +4,386 New
NERM
970
New England Research & Management
Illinois
$649K -$7.6K -50 -1%
LCAM
971
London & Capital Asset Management
United Kingdom
$646K – – –
RCAG
972
Rehmann Capital Advisory Group
Michigan
$645K +$280K +1,841 +74%
WAM
973
Wealthspire Advisors (Maryland)
Maryland
$641K +$33.7K +222 +5%
WF
974
Welch & Forbes
Massachusetts
$637K +$104K +686 +19%
1SB
975
1ST Source Bank
Indiana
$636K -$22.6K -149 -3%
37 38
39
40 41