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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1451
Capitolis Advisors
New York
$799K -$49.2M -228,529 -98%
VLKIM
1452
Van Lanschot Kempen Investment Management
Netherlands
$797K -$1.69M -7,864 -68%
TWM
1453
Tolleson Wealth Management
Texas
$792K -$215K -1,000 -21%
CWA
1454
Consilium Wealth Advisory
Texas
$790K -$167K -775 -17%
SYBT
1455
Stock Yards Bank & Trust
Kentucky
$790K -$151K -701 -16%
MCCP
1456
Mission Creek Capital Partners
California
$787K +$18.5K +86 +2%
DI
1457
Diligent Investors
California
$783K +$30.6K +142 +4%
TIA
1458
Trust Investment Advisors
Indiana
$782K +$17.9K +83 +2%
CCT
1459
Chemung Canal Trust
New York
$781K -$28.2K -131 -3%
BBNA
1460
Bremer Bank National Association
Minnesota
$778K -$1.88M -8,756 -70%
EI
1461
Ellevest Inc
New York
$771K +$49.3K +229 +7%
BPCA
1462
Bank Pictet & Cie (Asia)
Singapore
$770K – – –
AFP
1463
Ausdal Financial Partners
Iowa
$769K -$1.16M -5,367 -60%
SFS
1464
Stiles Financial Services
Minnesota
$768K -$1.08K -5 -0.1%
HCM
1465
Highview Capital Management
Illinois
$768K +$136K +631 +21%
LSPW
1466
Lake Street Private Wealth
Illinois
$767K -$2.61M -12,146 -77%
ICM
1467
IMS Capital Management
Oregon
$765K +$75.8K +352 +11%
MSU
1468
Mizuho Securities USA
New York
$761K -$1.89M -8,778 -71%
TFGT
1469
TS Financial Group (TSFG)
Illinois
$759K +$58.3K +271 +8%
BS
1470
Boenning & Scattergood
Pennsylvania
$757K +$80.7K +375 +12%
SCM
1471
Stevens Capital Management
Pennsylvania
$748K -$1.78M -8,292 -70%
CFD
1472
Creative Financial Designs
Indiana
$747K +$153K +713 +25%
BWM
1473
BerganKDV Wealth Management
Minnesota
$747K +$644K +2,991 +570%
BA
1474
Bristlecone Advisors
Washington
$744K +$118K +549 +19%
BHCM
1475
Boulder Hill Capital Management
New York
$743K +$753K +3,500 New
57 58
59
60 61