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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
YIA
1176
YHB Investment Advisors
Connecticut
$272K +$60.6K +399 +28%
IUHSA
1177
Itau Unibanco Holding S.A.
Brazil
$270K – – –
M
1178
Mirova
France
$269K +$17.3K +114 +7%
CWM
1179
Circle Wealth Management
New Jersey
$268K +$37.4K +246 +16%
KC
1180
Knuff & Co
California
$266K +$41.8K +275 +18%
CFG
1181
Cooper Financial Group
California
$262K +$268K +1,762 New
WAM
1182
Weiss Asset Management
Massachusetts
$262K +$268K +1,765 New
IF
1183
Ironwood Financial
Arizona
$262K +$268K +1,766 New
DWA
1184
Dougherty Wealth Advisers
Minnesota
$261K – – –
SLG
1185
Stanley-Laman Group
Pennsylvania
$261K +$268K +1,761 New
ABC
1186
Associated Banc-Corp
Wisconsin
$259K +$45.4K +299 +21%
GAMC
1187
Garner Asset Management Corp
Texas
$258K +$264K +1,739 New
CPA
1188
Clear Perspective Advisors
Illinois
$256K +$12.3K +81 +5%
CIP
1189
Convergence Investment Partners
Florida
$256K +$21.9K +144 +9%
CL
1190
CPWM LLC
Washington
$254K -$66.6K -438 -20%
SIA
1191
Starfire Investment Advisers
Michigan
$254K – – –
AOWM
1192
Alpha Omega Wealth Management
Virginia
$254K +$112K +739 +89%
SVWAG
1193
Sound View Wealth Advisors Group
Georgia
$252K -$6.38K -42 -2%
YMRC
1194
Yorktown Management & Research Company
Virginia
$252K +$258K +1,700 New
CWM
1195
Cornerstone Wealth Management
Missouri
$251K -$13.4K -88 -5%
CFA
1196
Carroll Financial Associates
North Carolina
$251K +$21.1K +139 +9%
VWA
1197
V Wealth Advisors
Kansas
$250K +$8.81K +58 +4%
JCM
1198
Jacobi Capital Management
Pennsylvania
$250K +$9.88K +65 +4%
EF
1199
Empirical Finance
Pennsylvania
$249K +$6.84K +45 +3%
PFA
1200
Pathway Financial Advisors
Vermont
$247K – – –
46 47
48
49 50