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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1501
Aevitas Wealth Management
Massachusetts
$445K +$86.3K +355 +22%
PCM
1502
Palisade Capital Management
New Jersey
$445K +$486K +2,000 New
CSA
1503
Cottage Street Advisors
Massachusetts
$443K +$484K +1,989 New
PNC
1504
Park National Corp
Ohio
$442K +$104K +428 +27%
ACP
1505
Ashfield Capital Partners
California
$441K +$287K +1,181 +148%
ICP
1506
Interchange Capital Partners
Pennsylvania
$441K +$482K +1,984 New
NAM
1507
North American Management
Massachusetts
$441K – – –
PCP
1508
Proficio Capital Partners
Massachusetts
$440K -$52K -214 -10%
CMI
1509
Clare Market Investments
Texas
$439K +$55.9K +230 +13%
EWA
1510
Encompass Wealth Advisors
Oregon
$436K +$477K +1,961 New
IA
1511
IFG Advisory
Georgia
$435K -$46K -189 -9%
BDF
1512
Balasa Dinverno & Foltz
$435K +$42.3K +174 +10%
AP
1513
Appleton Partners
Massachusetts
$431K +$5.59K +23 +1%
GWM
1514
Geneos Wealth Management
Colorado
$431K +$726K +2,986 +263%
HCA
1515
Hyperion Capital Advisors
New York
$430K – – –
EMG
1516
ETF Managers Group
New Jersey
$429K -$508K -2,091 -52%
LFF
1517
Level Four Financial
Texas
$427K +$467K +1,921 New
CCP
1518
Cardan Capital Partners
Colorado
$425K – – –
AFM
1519
Andesa Financial Management
Pennsylvania
$422K -$413K -1,699 -47%
LIA
1520
LBMC Investment Advisors
Tennessee
$422K +$6.08K +25 +1%
EWM
1521
Empirical Wealth Management
Washington
$422K +$175K +718 +61%
FCBT
1522
First Citizens Bank & Trust
North Carolina
$422K +$182K +747 +65%
CT
1523
Chicago Trust
Illinois
$422K +$461K +1,897 New
MG
1524
Mather Group
Illinois
$420K +$31.9K +131 +7%
CT
1525
Coastline Trust
Rhode Island
$418K -$165K -680 -27%
59 60
61
62 63