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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
1551
Tradewinds Capital Management
Washington
$398K -$219K -983 -34%
PFBT
1552
Parkside Financial Bank & Trust
Missouri
$396K +$42.3K +190 +11%
MFG
1553
Magnus Financial Group
New York
$393K -$165K -743 -29%
PCM
1554
Palisade Capital Management
New Jersey
$392K -$33.4K -150 -8%
RPWA
1555
Regent Peak Wealth Advisors
Georgia
$392K -$32.9K -148 -7%
ICM
1556
Islay Capital Management
Texas
$391K +$392K +1,759 +1,999%
MAM
1557
Magellan Asset Management
Australia
$389K +$136K +610 +50%
BWAM
1558
Boyd Watterson Asset Management
Ohio
$388K -$548K -2,460 -57%
FCBT
1559
First Citizens Bank & Trust
North Carolina
$388K -$13.6K -61 -3%
FPS
1560
Fieldpoint Private Securities
Connecticut
$386K -$102K -457 -20%
CIP
1561
Convergence Investment Partners
Florida
$383K -$7.57K -34 -2%
FSA
1562
Fort Sheridan Advisors
Illinois
$383K -$668 -3 -0.2%
GWM
1563
GSB Wealth Management
Connecticut
$383K +$403K +1,810 New
HWA
1564
Heritage Wealth Advisors
Virginia
$382K +$47.9K +215 +14%
BL
1565
Balentine LLC
Georgia
$382K +$26.7K +120 +7%
AP
1566
Appleton Partners
Massachusetts
$381K -$31.2K -140 -7%
SICM
1567
Sustainable Insight Capital Management
New York
$379K -$117K -524 -23%
SOW
1568
State of Wyoming
Wyoming
$379K +$399K +1,791 New
DWA
1569
Dougherty Wealth Advisers
Minnesota
$373K – – –
FA
1570
Financial Avengers
California
$373K – – –
MWM
1571
Mattern Wealth Management
Kansas
$371K -$1.11K -5 -0.3%
BDF
1572
Balasa Dinverno & Foltz
$370K -$47K -211 -11%
VC
1573
Vicus Capital
Pennsylvania
$370K +$43.4K +195 +13%
SIM
1574
Sonora Investment Management
Arizona
$365K +$5.57K +25 +1%
PWMG
1575
Prestige Wealth Management Group
New Jersey
$363K +$151K +678 +65%
61 62
63
64 65