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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
UMC
1476
United Maritime Capital
New York
$774K -$330K -1,300 -31%
AP
1477
Americana Partners
Texas
$771K +$398K +1,569 +123%
SCM
1478
Southport Capital Management
Tennessee
$770K -$250K -983 -26%
BIP
1479
Blueprint Investment Partners
North Carolina
$767K +$441K +1,736 +159%
FC
1480
Fulcrum Capital
Washington
$765K -$173K -682 -19%
RI
1481
Redwood Investments
Massachusetts
$752K – – –
MSE
1482
MUFG Securities EMEA
United Kingdom
$741K -$57.9M -227,847 -99%
MS
1483
Maven Securities
Jersey
$738K -$234K -921 -25%
CCM
1484
Conway Capital Management
California
$735K – – –
OCM
1485
One Capital Management
California
$734K -$47.2K -186 -6%
PP
1486
Patron Partners
Texas
$734K -$762 -3 -0.1%
MG
1487
Mather Group
Illinois
$733K -$25.6K -101 -4%
BL
1488
Balentine LLC
Georgia
$733K +$384K +1,512 +127%
RPCA
1489
Running Point Capital Advisors
California
$731K +$53.8K +212 +9%
ABC
1490
Associated Banc-Corp
Wisconsin
$730K – – –
BDF
1491
Balasa Dinverno & Foltz
$727K +$129K +507 +23%
SB
1492
Sunflower Bank
Texas
$726K +$1.02K +4 +0.1%
VA
1493
Valmark Advisers
Ohio
$726K +$49K +193 +8%
TFO
1494
Tarbox Family Office
California
$720K -$254 -1 -0%
TWM
1495
Tradition Wealth Management
Minnesota
$715K +$71.1K +280 +12%
FNT
1496
First Nebraska Trust
Nebraska
$714K +$1.78K +7 +0.3%
FAM
1497
Fulcrum Asset Management
United Kingdom
$714K – – –
SWA
1498
SOA Wealth Advisors
New York
$713K +$254 +1 +0%
WAM
1499
WNY Asset Management
New York
$713K +$127K +502 +24%
GI
1500
Gradient Investments
Minnesota
$710K +$2.54K +10 +0.4%
58 59
60
61 62