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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
GL
1401
Graypoint LLC
New York
$726K +$86.7K +376 +14%
FPF
1402
First Pacific Financial
Washington
$725K +$82K +356 +14%
CFA
1403
Cahill Financial Advisors
Minnesota
$723K +$5.76K +25 +0.9%
B
1404
Bellecapital
Switzerland
$722K +$21K +91 +3%
EN1L
1405
Engine No 1 LLC
California
$721K +$680K +2,950 New
QFA
1406
Quattro Financial Advisors
Texas
$720K +$691K +3,000 New
CWM
1407
Cornerstone Wealth Management
Missouri
$719K +$44K +191 +7%
DS
1408
DRW Securities
Illinois
$716K +$676K +2,933 New
ECG
1409
Edge Capital Group
Georgia
$713K – – –
GT
1410
Glenview Trust
Kentucky
$711K -$30.9K -134 -4%
VSWA
1411
Vontobel Swiss Wealth Advisors
Switzerland
$710K +$222K +965 +50%
PMA
1412
Prudent Man Advisors
Illinois
$707K +$28.8K +125 +5%
OCM
1413
One Capital Management
California
$706K +$97.3K +422 +17%
PAMP
1414
Polar Asset Management Partners
Ontario, Canada
$703K +$214K +929 +48%
FNBT
1415
FineMark National Bank & Trust
Florida
$701K +$12K +52 +2%
OIM
1416
Oder Investment Management
California
$700K +$25.6K +111 +4%
EMG
1417
ETF Managers Group
New Jersey
$697K +$142K +614 +28%
RMDI
1418
R.M. Davis Inc
Maine
$693K -$207K -900 -24%
BFA
1419
Beaumont Financial Advisors
Massachusetts
$690K -$8.76K -38 -1%
WFI
1420
West Family Investments
California
$689K +$650K +2,819 New
WCM
1421
Whitener Capital Management
North Carolina
$688K -$10.4K -45 -2%
CAG
1422
Csenge Advisory Group
Florida
$686K -$44.3K -192 -6%
MG
1423
Mather Group
Illinois
$685K +$8.3K +36 +1%
PSP
1424
Principal Street Partners
Tennessee
$684K -$467K -2,025 -42%
MTC
1425
McDaniel Terry & Co
Texas
$683K +$70.8K +307 +12%
55 56
57
58 59