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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
CWS
1626
Confluence Wealth Services
Pennsylvania
$393K +$332K +1,967 New
SA
1627
Syntax Advisors
New York
$392K -$110K -652 -25%
VCG
1628
Vantage Consulting Group
Virginia
$392K -$110K -652 -25%
KA
1629
Kerrisdale Advisers
Florida
$391K -$1.93M -11,425 -85%
CA
1630
Crewe Advisors
Utah
$387K -$24K -142 -7%
HCA
1631
Hyperion Capital Advisors
New York
$386K – – –
PHIC
1632
Pine Haven Investment Counsel
Massachusetts
$386K +$16.9K +100 +5%
BFA
1633
Beaumont Financial Advisors
Massachusetts
$384K +$24K +142 +8%
SFG
1634
Synergy Financial Group
California
$383K +$2.7K +16 +0.8%
DBRC
1635
D.B. Root & Company
Pennsylvania
$380K -$180K -1,063 -36%
CCM
1636
Chiron Capital Management
Florida
$380K -$50.7K -300 -14%
WAG
1637
Winthrop Advisory Group
Massachusetts
$379K -$63.3K -375 -17%
SWM
1638
Silverlake Wealth Management
Vermont
$378K -$8.11K -48 -2%
CC
1639
Copperleaf Capital
North Carolina
$378K -$17.4K -103 -5%
JWM
1640
Jeppson Wealth Management
California
$377K +$11.3K +67 +4%
MIP
1641
Mondrian Investment Partners
United Kingdom
$377K +$120K +711 +60%
CCT
1642
Chemung Canal Trust
New York
$377K -$80.2K -475 -20%
VAG
1643
VisionPoint Advisory Group
Texas
$376K -$34K -201 -9%
ACM
1644
Ategra Capital Management
Virginia
$376K – – –
CRI
1645
Colonial River Investments
Virginia
$375K -$7.43K -44 -2%
CIA
1646
Cape Investment Advisory
Georgia
$375K +$317K +1,876 New
NGA
1647
Naples Global Advisors
Florida
$374K -$6.08K -36 -2%
IA
1648
IFG Advisory
Georgia
$373K -$4.05K -24 -1%
KAM
1649
Karani Asset Management
New York
$373K -$315K -1,865 -50%
MC
1650
Machina Capital
France
$373K +$20.6K +122 +7%
64 65
66
67 68