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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
ANTB
1301
AMG National Trust Bank
Colorado
$1.2M +$42.9K +169 +4%
PI
1302
Parkside Investments
Illinois
$1.19M +$1.12M +4,395 New
WAS
1303
WESPAC Advisors SoCal
California
$1.19M +$69.3K +273 +7%
TP
1304
Tranquility Partners
Tennessee
$1.19M +$136K +534 +14%
DL
1305
DOHJ LLC
Washington
$1.19M +$591K +2,327 +141%
LAI
1306
Legal Advantage Investments
California
$1.19M – – –
BWP
1307
BSW Wealth Partners
Colorado
$1.19M +$98.5K +388 +10%
CCM
1308
Coldstream Capital Management
Washington
$1.18M -$173K -680 -13%
TPA
1309
Trivium Point Advisory
Connecticut
$1.17M +$93.2K +367 +9%
SSWM
1310
Smith Salley Wealth Management
North Carolina
$1.17M +$139K +547 +14%
QCM
1311
Quest Capital Management
Texas
$1.17M +$32.3K +127 +3%
FPCP
1312
Fort Point Capital Partners
California
$1.17M +$159K +627 +17%
ACM
1313
AlphaCrest Capital Management
New York
$1.17M -$7.49M -29,503 -87%
SIG
1314
Sargent Investment Group
Maryland
$1.17M – – –
EFS
1315
Essex Financial Services
Connecticut
$1.17M +$76.7K +302 +8%
RG
1316
Rathbones Group
United Kingdom
$1.16M +$68.3K +269 +7%
HPC
1317
HM Payson & Co
Maine
$1.16M -$24.4K -96 -2%
CAN
1318
Claraphi Advisory Network
United States
$1.16M +$64.3K +253 +6%
IA
1319
Insight Advisors
Pennsylvania
$1.15M +$16.8K +66 +2%
ACM
1320
Allred Capital Management
Texas
$1.15M -$35.6K -140 -3%
MAM
1321
Morse Asset Management
Connecticut
$1.15M +$29.2K +115 +3%
LPT
1322
Legacy Private Trust
Wisconsin
$1.14M +$1.07M +4,215 New
GDP
1323
Great Diamond Partners
Maine
$1.14M +$11.4K +45 +1%
GL
1324
Graypoint LLC
New York
$1.14M +$311K +1,225 +41%
RCAG
1325
Rehmann Capital Advisory Group
Michigan
$1.14M +$63.5K +250 +6%
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