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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
TYCC
1501
Texas Yale Capital Corp
Florida
$543K – – –
FWP
1502
FAS Wealth Partners
Kansas
$543K +$16.6K +72 +3%
SP
1503
Symmetry Partners
Connecticut
$542K – – –
HR
1504
Hayden Royal
North Carolina
$536K +$64.5K +280 +15%
BDF
1505
Balasa Dinverno & Foltz
$531K +$98.9K +429 +25%
GA
1506
Geller Advisors
New York
$529K -$691 -3 -0.1%
IA
1507
IFG Advisors
Missouri
$527K +$1.15K +5 +0.2%
BFM
1508
Boston Financial Management
Massachusetts
$526K – – –
AIM
1509
Anchor Investment Management
South Carolina
$524K +$32.5K +141 +7%
FP
1510
Fiduciary Planning
Florida
$523K -$1.27M -5,491 -72%
DBRC
1511
D.B. Root & Company
Pennsylvania
$523K +$494K +2,145 New
AWP
1512
Abacus Wealth Partners
California
$522K +$493K +2,138 New
HTHT
1513
Hemenway Trust Hemenway Trust
New Hampshire
$522K +$3.69K +16 +0.8%
OCM
1514
Ovata Capital Management
Hong Kong
$521K +$492K +2,134 New
WAM
1515
WNY Asset Management
New York
$518K +$136K +590 +38%
BA
1516
Bristlecone Advisors
Washington
$512K +$2.77K +12 +0.6%
NP
1517
NorthRock Partners
Minnesota
$510K +$165K +716 +52%
HJMC
1518
Hellman Jordan Management Company
Massachusetts
$509K -$160K -693 -25%
RMCM
1519
Reynders McVeigh Capital Management
Massachusetts
$509K +$10.6K +46 +2%
HIP
1520
HUB Investment Partners
Texas
$507K +$19.6K +85 +4%
PA
1521
Probity Advisors
Texas
$507K +$131K +567 +38%
OAM
1522
Occidental Asset Management
California
$503K – – –
JHP
1523
James Hambro & Partners
United Kingdom
$501K – – –
TCM
1524
TimesSquare Capital Management
New York
$501K +$472K +2,050 New
PFBT
1525
Parkside Financial Bank & Trust
Missouri
$497K +$37.8K +164 +9%
59 60
61
62 63