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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
QCG
1026
Quadrant Capital Group
Ohio
$716K +$50.1K +292 +6%
CCM
1027
Compton Capital Management
Rhode Island
$714K +$17.1K +100 +2%
FUBT
1028
First United Bank & Trust
Maryland
$712K +$203K +1,183 +31%
PT
1029
Plimoth Trust
Massachusetts
$711K +$101K +590 +14%
WWM
1030
Western Wealth Management
Colorado
$711K +$193K +1,126 +29%
CLOS
1031
Compagnie Lombard Odier SCmA
Switzerland
$708K -$82.8K -483 -9%
AAM
1032
Ascension Asset Management
New York
$708K +$844K +4,920 New
FCA
1033
FLC Capital Advisors
California
$699K +$274K +1,600 +44%
CT
1034
Columbia Trust
Oregon
$698K +$22.1K +129 +3%
MIH
1035
Meitav Investment House
Israel
$696K -$270K -1,573 -25%
PWSG
1036
Pacific Wealth Strategies Group
California
$693K +$825K +4,810 New
BS
1037
Bessemer Securities
New York
$691K – – –
CAMG
1038
CWA Asset Management Group
Florida
$691K +$823K +4,802 New
WI
1039
WrapManager Inc
California
$690K +$396K +2,307 +93%
BRWM
1040
B. Riley Wealth Management
Tennessee
$689K -$777K -4,532 -49%
PPW
1041
Parcion Private Wealth
Washington
$685K +$11.5K +67 +1%
EF
1042
Empirical Finance
Pennsylvania
$682K +$317K +1,847 +64%
1WA
1043
180 Wealth Advisors
Washington
$679K -$29.3K -171 -3%
SFSIG
1044
San Francisco Sentry Investment Group
California
$679K -$15.9K -93 -2%
CT
1045
Coastline Trust
Rhode Island
$678K -$90.9K -530 -10%
MIM
1046
Moseley Investment Management
Florida
$678K -$23.3K -136 -3%
SIG
1047
Sargent Investment Group
Maryland
$677K – – –
FIM
1048
Freedom Investment Management
Connecticut
$675K -$13K -76 -2%
BSW
1049
Buckingham Strategic Wealth
Missouri
$672K +$10.8K +63 +1%
QCM
1050
Quantinno Capital Management
New York
$672K +$801K +4,669 New
40 41
42
43 44