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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
YIA
1226
YHB Investment Advisors
Connecticut
$795K -$17.5K -80 -2%
SG
1227
StoneX Group
New York
$792K -$104K -477 -13%
RIM
1228
Rampart Investment Management
Connecticut
$791K -$2.9M -13,269 -81%
MGIM
1229
M&G Investment Management
United Kingdom
$788K – – –
ETC
1230
Exchange Traded Concepts
Oklahoma
$787K +$586K +2,675 +584%
SBSB
1231
Sullivan, Bruyette, Speros & Blaney
Virginia
$786K +$21.9K +100 +3%
HI
1232
Hoey Investments
Pennsylvania
$779K +$46K +210 +7%
FIM
1233
Freedom Investment Management
Connecticut
$776K +$27.1K +124 +4%
RSWM
1234
Robertson Stephens Wealth Management
California
$766K +$383K +1,748 +134%
DIM
1235
Delta Investment Management
California
$761K +$192K +878 +41%
NFSG
1236
Newbridge Financial Services Group
Florida
$761K +$663K +3,028 New
HPWM
1237
Highland Private Wealth Management
Washington
$760K +$6.13K +28 +0.9%
HH
1238
Hilltop Holdings
Texas
$756K +$107K +491 +19%
NJBEST
1239
New Jersey Better Educational Savings Trust
New Jersey
$754K – – –
RWA
1240
Ropes Wealth Advisors
Massachusetts
$751K -$10.3K -47 -2%
AIA
1241
Angeles Investment Advisors
California
$750K +$76.6K +350 +13%
AF
1242
Advisornet Financial
Minnesota
$748K -$63.9K -292 -9%
FAIM
1243
Financial Advocates Investment Management
Washington
$743K -$37.7K -172 -5%
BFIM
1244
Beese Fulmer Investment Management
Ohio
$742K +$183K +835 +39%
AFG
1245
Albion Financial Group
Utah
$737K +$89.8K +410 +16%
RIG
1246
Ramiah Investment Group
Wisconsin
$734K -$2.41K -11 -0.4%
NSB
1247
Norway Savings Bank
Maine
$731K -$28.5K -130 -4%
HB
1248
Homrich & Berg
Georgia
$729K -$61.5K -281 -9%
BOPW
1249
Brandywine Oak Private Wealth
Pennsylvania
$729K +$25.4K +116 +4%
CQS
1250
Credential Qtrade Securities
$729K -$66.1K -302 -9%
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