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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
KF
1151
Krilogy Financial
Missouri
$986K -$71.4K -326 -8%
CIM
1152
CIM Investment Management
Pennsylvania
$981K +$855K +3,905 New
HCM
1153
Highlander Capital Management
New Jersey
$974K – – –
CLOS
1154
Compagnie Lombard Odier SCmA
Switzerland
$972K -$330K -1,507 -28%
VWM
1155
Venturi Wealth Management
Texas
$971K +$385K +1,760 +84%
MF
1156
Magnetar Financial
Illinois
$969K +$844K +3,855 New
CCM
1157
Coldstream Capital Management
Washington
$968K +$17.7K +81 +2%
QCG
1158
Quadrant Capital Group
Ohio
$964K -$1.83M -8,341 -69%
SFSIG
1159
San Francisco Sentry Investment Group
California
$964K -$33.1K -151 -4%
SIG
1160
Sky Investment Group
Connecticut
$960K +$9.85K +45 +1%
WP
1161
WealthSource Partners
California
$959K -$63.5K -290 -7%
MPPLM
1162
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$956K +$70.5K +322 +9%
TP
1163
Tranquility Partners
Tennessee
$955K -$82.5K -377 -9%
CPIA
1164
Cornell Pochily Investment Advisors
New York
$955K -$69.6K -318 -8%
ECG
1165
EPIQ Capital Group
California
$954K – – –
VWM
1166
Vigilare Wealth Management
Arizona
$949K -$59.8K -273 -7%
DWT
1167
Dorsey & Whitney Trust
South Dakota
$947K -$17.7K -81 -2%
AG
1168
AlphaSimPlex Group
Massachusetts
$944K +$67.6K +309 +9%
CAG
1169
Crestwood Advisors Group
Massachusetts
$943K +$44.4K +203 +6%
SWRP
1170
Summit Wealth & Retirement Planning
California
$938K -$9.85K -45 -1%
WMA
1171
Wealth Management Associates
New Jersey
$938K -$126K -577 -13%
GLA
1172
Great Lakes Advisors
Illinois
$935K +$178K +812 +28%
BPA
1173
Beacon Pointe Advisors
California
$933K -$176K -804 -18%
FPCP
1174
Fort Point Capital Partners
California
$933K -$8.97K -41 -1%
PCM
1175
Penserra Capital Management
California
$933K +$89.8K +410 +12%
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48 49