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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
IIM
1576
Ipswich Investment Management
Massachusetts
$937K -$2.49K -11 -0.3%
TVAMP
1577
Tennessee Valley Asset Management Partners
Tennessee
$936K +$408K +1,802 +103%
LGA
1578
Lebenthal Global Advisors
New York
$935K +$804K +3,554 New
SWM
1579
Seed Wealth Management
Illinois
$935K – – –
CPC
1580
Congress Park Capital
New York
$929K +$102K +450 +15%
EAM
1581
Empirical Asset Management
Massachusetts
$929K +$799K +3,529 New
CMANY
1582
Capital Management Associates (New York)
New York
$921K +$792K +3,500 New
PIM
1583
Plato Investment Management
Australia
$918K +$790K +3,490 New
1CP
1584
17 Capital Partners
Arizona
$916K +$788K +3,481 New
UWS
1585
Unique Wealth Strategies
Illinois
$913K +$785K +3,469 New
WPW
1586
Watershed Private Wealth
Illinois
$911K +$80.6K +356 +11%
PIA
1587
Perennial Investment Advisors
California
$909K -$64.7K -286 -8%
TA
1588
Tectonic Advisors
Texas
$908K -$4.3K -19 -0.5%
ICG
1589
InterOcean Capital Group
Tennessee
$905K -$11.8K -52 -1%
AC
1590
Allstate Corporation
Illinois
$905K -$41.2K -182 -5%
CIC
1591
Carnegie Investment Counsel
Ohio
$905K +$302K +1,334 +63%
SP
1592
Symmetry Partners
Connecticut
$902K – – –
AIM
1593
Anchor Investment Management
South Carolina
$899K +$116K +511 +18%
CQS
1594
Credential Qtrade Securities
$899K -$37.1K -164 -5%
KIA
1595
Kraematon Investment Advisors
Massachusetts
$899K – – –
MFA
1596
Mayflower Financial Advisors
Massachusetts
$898K +$9.28K +41 +1%
SIC
1597
Sterling Investment Counsel
New York
$892K +$93K +411 +14%
WWS
1598
Wellington Wealth Strategies
Indiana
$889K +$765K +3,378 New
CWM
1599
Calamos Wealth Management
Illinois
$888K -$8.6K -38 -1%
MFIM
1600
Mesirow Financial Investment Management
Illinois
$883K +$20.4M +89,930 New
62 63
64
65 66