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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
KPCM
1376
Kings Point Capital Management
New York
$233K +$34.3K +200 +14%
MWM
1377
Mattern Wealth Management
Kansas
$233K +$34.3K +200 +14%
GL
1378
Graypoint LLC
New York
$232K +$277K +1,617 New
HWA
1379
Heritage Wealth Advisors
Virginia
$231K -$3.43K -20 -1%
WIA
1380
World Investment Advisors
California
$231K +$275K +1,606 New
CIP
1381
Convergence Investment Partners
Florida
$230K -$19.9K -116 -7%
RPWA
1382
Regent Peak Wealth Advisors
Georgia
$229K -$16.6K -97 -6%
JIM
1383
Jupiter Investment Management
United Kingdom
$228K -$105K -610 -28%
WP
1384
WealthShield Partners
North Carolina
$228K +$272K +1,585 New
CAM
1385
CenterStar Asset Management
Illinois
$227K – – –
PFGIA
1386
Patriot Financial Group Insurance Agency
Massachusetts
$227K +$44.9K +262 +20%
MS
1387
Mizuho Securities
Japan
$226K -$2.96M -17,251 -92%
WRM
1388
Weybosset Research & Management
Rhode Island
$224K – – –
BDF
1389
Balasa Dinverno & Foltz
$223K +$2.57K +15 +1%
SIAS
1390
Shine Investment Advisory Services
Colorado
$222K -$17.3K -101 -6%
PP
1391
PagnatoKarp Partners
Virginia
$222K +$1.37K +8 +0.5%
HL
1392
HeadInvest LLC
Maine
$221K +$10.3K +60 +4%
EWM
1393
Evermay Wealth Management
Virginia
$218K – – –
PWMG
1394
Prestige Wealth Management Group
New Jersey
$217K -$187K -1,090 -42%
SBL
1395
Sargent Bickham Lagudis
Colorado
$217K +$58.6K +342 +29%
NME
1396
Notis-McConarty Edward
$216K – – –
CI
1397
CAZ Investments
Texas
$216K +$257K +1,500 New
EMG
1398
Ellington Management Group
Connecticut
$216K +$257K +1,500 New
FM
1399
Fondren Management
Texas
$216K +$257K +1,500 New
RT
1400
Rockland Trust
Massachusetts
$215K -$8.57K -50 -3%
54 55
56
57 58