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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
HVCM
1301
Hel Ved Capital Management
Hong Kong
$1.75M +$1.64M +6,395 New
LSA
1302
L & S Advisors
California
$1.75M -$384K -1,498 -19%
MCM
1303
Mainstream Capital Management
California
$1.75M +$1.63M +6,376 New
BMCM
1304
Bryn Mawr Capital Management
Pennsylvania
$1.74M -$1.03M -4,011 -39%
LFA
1305
Legacy Financial Advisors
Kentucky
$1.74M +$167K +651 +11%
EWA
1306
EverSource Wealth Advisors
Alabama
$1.74M +$10.5K +41 +0.6%
CBT
1307
Central Bank & Trust
Kentucky
$1.74M -$1.54K -6 -0.1%
AL
1308
Aspiriant LLC
California
$1.73M -$482K -1,883 -23%
RPC
1309
Rossmore Private Capital
Connecticut
$1.73M – – –
PDL
1310
Portfolio Design Labs
California
$1.73M -$1.16M -4,522 -42%
CFG
1311
Cooper Financial Group
California
$1.73M +$42.5K +166 +3%
GS
1312
GTS Securities
Florida
$1.72M -$346K -1,349 -18%
CP
1313
Canopy Partners
Ohio
$1.72M +$20K +78 +1%
AFA
1314
AA Financial Advisors
Ohio
$1.71M +$119K +466 +8%
MSAM
1315
Moloney Securities Asset Management
Missouri
$1.71M +$305K +1,190 +23%
ATS
1316
Ashton Thomas Securities
New York
$1.7M +$158K +615 +11%
SP
1317
Stablepoint Partners
Massachusetts
$1.69M +$23.6K +92 +2%
GAM
1318
Grandview Asset Management
Pennsylvania
$1.69M -$80.2K -313 -5%
IAS
1319
IMA Advisory Services
Colorado
$1.69M -$63.8K -249 -4%
JCM
1320
Jacobi Capital Management
Pennsylvania
$1.69M +$87.3K +341 +6%
RAM
1321
Redmond Asset Management
Virginia
$1.69M +$2.05K +8 +0.1%
ATWA
1322
Arbor Trust Wealth Advisors
Michigan
$1.68M – – –
VIM
1323
VELA Investment Management
Ohio
$1.67M +$10.2K +40 +0.7%
CPIA
1324
Cornell Pochily Investment Advisors
New York
$1.67M -$17.9K -70 -1%
TCPG
1325
Trivant Custom Portfolio Group
California
$1.67M -$8.71K -34 -0.6%
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