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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
CIG
1451
Cascade Investment Group
Colorado
$723K – – –
KIA
1452
Kraematon Investment Advisors
Massachusetts
$722K -$37.8K -185 -5%
MFA
1453
Mayflower Financial Advisors
Massachusetts
$720K +$51.2K +251 +8%
FB
1454
First Bancorp
Maine
$719K -$33.5K -164 -5%
EFG
1455
Everhart Financial Group
Ohio
$716K +$85.9K +421 +14%
GC
1456
GFG Capital
Florida
$715K -$203K -992 -23%
PAG
1457
Private Advisory Group
Washington
$712K +$353K +1,729 +105%
CWA
1458
Consilium Wealth Advisory
Texas
$712K +$126K +616 +22%
HIM
1459
Hillsdale Investment Management
Ontario, Canada
$711K -$6.12K -30 -0.9%
CCS
1460
Concentric Capital Strategies
Connecticut
$710K -$2.39M -11,702 -78%
CWM
1461
Calamos Wealth Management
Illinois
$709K -$101K -496 -13%
MME
1462
Meag Munich Ergo
Germany
$708K +$444K +2,177 +186%
ACH
1463
ArrowMark Colorado Holdings
Colorado
$701K – – –
SCA
1464
STALEY CAPITAL ADVISERS
Pennsylvania
$697K +$2.04K +10 +0.3%
V
1465
ViaWealth
Kansas
$695K -$10.2K -50 -1%
OCM
1466
Osterweis Capital Management
California
$694K +$551K +2,700 +463%
FF
1467
Friedenthal Financial
New Jersey
$693K +$670K +3,281 New
MCA
1468
Magnolia Capital Advisors
Mississippi
$692K +$39.8K +195 +6%
DF
1469
Donoghue Forlines
Massachusetts
$690K +$136K +668 +26%
IDBONY
1470
Israel Discount Bank of New York
New York
$690K -$163K -797 -20%
GC
1471
Gilbert & Cook
Iowa
$690K +$198K +971 +42%
WC
1472
Weil Company
California
$690K -$1.84K -9 -0.3%
LAM
1473
Lingohr Asset Management
Germany
$689K – – –
FPCP
1474
Fort Point Capital Partners
California
$686K +$34.9K +171 +6%
EW
1475
Evoke Wealth
California
$685K -$8.86M -43,421 -93%
57 58
59
60 61