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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
TA
1426
Tectonic Advisors
Texas
$990K – – –
NP
1427
NorthRock Partners
Minnesota
$988K +$293K +1,043 +37%
HCM
1428
Highlander Capital Management
New Jersey
$987K – – –
MAM
1429
Morse Asset Management
Connecticut
$985K -$101K -360 -9%
ACWM
1430
Adams Chetwood Wealth Management
North Carolina
$983K -$25.6K -91 -2%
DL
1431
DOHJ LLC
Washington
$980K -$32K -114 -3%
UFF
1432
USA Financial Formulas
Michigan
$978K +$1.08M +3,846 +96,150%
QCM
1433
Quantinno Capital Management
New York
$971K +$722K +2,570 +205%
BAS
1434
Brown Advisory Securities
Maryland
$970K -$42.1K -150 -4%
CCT
1435
Chemung Canal Trust
New York
$968K -$10.1K -36 -0.9%
FFS
1436
Founders Financial Securities
Maryland
$968K +$57.9K +206 +6%
KIA
1437
Kraematon Investment Advisors
Massachusetts
$966K +$1.07M +3,801 New
MFA
1438
Mayflower Financial Advisors
Massachusetts
$964K +$12.9K +46 +1%
GKWIM
1439
Gerber Kawasaki Wealth & Investment Management
California
$959K +$1.04M +3,710 +5,537%
EWA
1440
Encompass Wealth Advisors
Oregon
$957K +$281 +1 +0%
CAM
1441
Concorde Asset Management
Michigan
$957K +$9.55K +34 +0.9%
BWA
1442
Bordeaux Wealth Advisors
California
$948K +$18.8K +67 +2%
CRI
1443
Colonial River Investments
Virginia
$940K -$1.15M -4,077 -52%
JIP
1444
Jaffetilchin Investment Partners
Florida
$936K -$88.5K -315 -8%
OWA
1445
Octavia Wealth Advisors
Ohio
$932K +$189K +673 +22%
BL
1446
Balentine LLC
Georgia
$930K +$269K +958 +35%
CCIA
1447
Campbell & Co Investment Adviser
Maryland
$928K +$56.2K +200 +6%
JWS
1448
Juncture Wealth Strategies
Arizona
$928K +$60.7K +216 +6%
VAM
1449
Vienna Asset Management
California
$927K +$1.02M +3,647 New
VBCG
1450
Valley Brook Capital Group
Pennsylvania
$926K +$86.3K +307 +9%
56 57
58
59 60