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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
MA
1001
Mutual Advisors
Nebraska
$305K -$450K -3,274 -60%
HT
1002
Heritage Trust
Oklahoma
$304K – – –
GCC
1003
Guardian Capital (Canada)
Ontario, Canada
$303K +$305K +2,214 New
GEA
1004
Glen Eagle Advisors
New Jersey
$301K +$221K +1,605 +270%
FCA
1005
FLC Capital Advisors
California
$299K +$300K +2,180 New
GIA
1006
Gladstone Institutional Advisory
Florida
$299K +$301K +2,186 New
HTHT
1007
Hemenway Trust Hemenway Trust
New Hampshire
$298K +$6.88K +50 +2%
IWC
1008
Integrated Wealth Concepts
Massachusetts
$296K +$64.9K +472 +28%
TST
1009
Tech Square Trading
Massachusetts
$295K +$296K +2,151 New
GLI
1010
Guardian Life Insurance
New York
$294K +$2.2K +16 +0.8%
IWM
1011
IHT Wealth Management
Illinois
$294K +$31.5K +229 +12%
CSS
1012
Cubist Systematic Strategies
Connecticut
$291K -$2.81M -20,445 -91%
HPWM
1013
Highland Private Wealth Management
Washington
$291K +$9.35K +68 +3%
CL
1014
CPWM LLC
Washington
$290K +$68.8K +500 +31%
TFS
1015
Thoroughbred Financial Services
Tennessee
$290K +$292K +2,124 New
AP
1016
Appleton Partners
Massachusetts
$289K -$2.89K -21 -1%
WCM
1017
Whitener Capital Management
North Carolina
$289K +$270K +1,960 +1,265%
CIM
1018
CIM Investment Management
Pennsylvania
$288K -$373K -2,715 -56%
SLF
1019
Sun Life Financial
Ontario, Canada
$286K +$138 +1 +0%
AF
1020
Allworth Financial
California
$282K – – –
NAM
1021
North American Management
Massachusetts
$280K – – –
FMT
1022
First Mercantile Trust
Tennessee
$279K -$65.8K -478 -19%
KA
1023
Kaizen Advisory
Illinois
$279K +$40.2K +292 +17%
RPC
1024
Rossmore Private Capital
Connecticut
$277K – – –
PB
1025
Pinnacle Bancorp
Nebraska
$277K +$279K +2,025 New
39 40
41
42 43