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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
BWP
1176
BSW Wealth Partners
Colorado
$956K +$39.3K +232 +4%
CCM
1177
Cribstone Capital Management
Maine
$955K -$16.6K -98 -1%
CAM
1178
Cypress Asset Management
Texas
$953K -$279K -1,646 -20%
IIM
1179
Ironwood Investment Management
Massachusetts
$953K -$22.6K -133 -2%
TPWA
1180
TRUE Private Wealth Advisors
Oregon
$942K -$14.2K -84 -1%
AFG
1181
Albion Financial Group
Utah
$942K +$40.2K +237 +4%
AAS
1182
Ameritas Advisory Services
Nebraska
$941K +$94.8K +559 +9%
BA
1183
Bristlecone Advisors
Washington
$933K +$53.4K +315 +5%
CAM
1184
CenterStar Asset Management
Illinois
$931K – – –
EWM
1185
EPG Wealth Management
Georgia
$930K -$32K -189 -3%
IAIM
1186
International Assets Investment Management
Florida
$924K +$15.9K +94 +1%
DFC
1187
DB Fitzpatrick & Co
Idaho
$924K +$56.1K +331 +5%
NCGI
1188
Next Century Growth Investors
Minnesota
$920K +$203K +1,197 +23%
PI
1189
Parkside Investments
Illinois
$916K – – –
RPC
1190
Rossmore Private Capital
Connecticut
$915K +$6.78K +40 +0.6%
EWM
1191
Empirical Wealth Management
Washington
$914K +$186K +1,099 +21%
MCM
1192
Mainstay Capital Management
Michigan
$913K -$19.5K -115 -2%
Q
1193
QVR
California
$909K +$4.75K +28 +0.4%
GC
1194
GFG Capital
Florida
$907K +$242K +1,425 +29%
PIM
1195
Perpetual Investment Management
Australia
$906K -$461K -2,720 -30%
WANY
1196
Wealthspire Advisors (New York)
New York
$904K +$35.6K +210 +3%
DP
1197
Dearborn Partners
Illinois
$904K +$69.7K +411 +7%
CPC
1198
Congress Park Capital
New York
$903K +$174K +1,027 +20%
RAM
1199
Redmond Asset Management
Virginia
$902K +$34.8K +205 +3%
CMI
1200
Clare Market Investments
Texas
$900K +$410K +2,417 +63%
46 47
48
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