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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1526
Claro Advisors
Massachusetts
$418K +$142K +583 +45%
SXL
1527
Summit X LLC
Missouri
$417K +$460K +1,891 New
PCM
1528
Penserra Capital Management
California
$415K -$450K -1,851 -50%
PB
1529
Pinnacle Bancorp
Nebraska
$413K -$5.11K -21 -1%
BA
1530
Bristlecone Advisors
Washington
$411K +$208K +857 +87%
CIP
1531
Convergence Investment Partners
Florida
$410K +$10.9K +45 +3%
LWP
1532
Lumature Wealth Partners
Georgia
$410K +$448K +1,844 New
TNA
1533
True North Advisors
Texas
$408K +$4.62K +19 +1%
HR
1534
Hayden Royal
North Carolina
$404K +$34.5K +142 +8%
TVAMP
1535
Tennessee Valley Asset Management Partners
Tennessee
$404K +$441K +1,814 New
ZIC
1536
ZWJ Investment Counsel
Georgia
$404K +$442K +1,817 New
FSA
1537
Fort Sheridan Advisors
Illinois
$403K +$100K +413 +30%
AWCI
1538
Alpine Woods Capital Investors
New York
$401K – – –
QTM
1539
qPULA Trading Management
New York
$401K +$438K +1,801 New
SAM
1540
Silvercrest Asset Management
New York
$395K +$65.7K +270 +18%
CQS
1541
Credential Qtrade Securities
$393K -$276K -1,135 -39%
DWA
1542
Dougherty Wealth Advisers
Minnesota
$392K – – –
FA
1543
Financial Avengers
California
$392K +$428K +1,761 New
GKWIM
1544
Gerber Kawasaki Wealth & Investment Management
California
$392K +$429K +1,764 New
MWM
1545
Mattern Wealth Management
Kansas
$391K +$1.22K +5 +0.3%
HA
1546
H2O AM
United Kingdom
$391K +$122K +500 +28%
CWM
1547
Connecticut Wealth Management
Connecticut
$390K – – –
OFS
1548
Orrstown Financial Services
Pennsylvania
$388K -$42.8K -176 -9%
SC
1549
Saturna Capital
Washington
$388K – – –
WP
1550
WMS Partners
Maryland
$388K +$12.4K +51 +3%
60 61
62
63 64