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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
RCM
1951
Raleigh Capital Management
North Carolina
$791K +$162K +509 +27%
GTAM
1952
Global Trust Asset Management
Florida
$789K +$2.55K +8 +0.3%
TC
1953
Truvestments Capital
Florida
$787K +$24.6K +77 +3%
LAM
1954
Lingohr Asset Management
Germany
$786K -$231K -723 -24%
SI
1955
Severin Investments
Missouri
$786K +$750K +2,351 New
SMTF
1956
Sphera Management Technology Funds
Israel
$786K +$750K +2,350 New
SIM
1957
Studio Investment Management
Illinois
$786K -$17.2K -54 -2%
AP
1958
Appleton Partners
Massachusetts
$781K -$59.7K -187 -7%
RZH
1959
Relyea Zuckerberg Hanson
Connecticut
$781K +$37.7K +118 +5%
RFP
1960
Root Financial Partners
California
$781K +$128K +401 +21%
WCAMG
1961
Woodard & Company Asset Management Group
North Carolina
$779K +$744K +2,331 New
ORAM
1962
One River Asset Management
Connecticut
$779K +$740K +2,319 New
GKWIM
1963
Gerber Kawasaki Wealth & Investment Management
California
$776K +$25.9K +81 +4%
BC
1964
Brio Consultants
California
$775K +$54.3K +170 +8%
MIFH
1965
Migdal Insurance & Financial Holdings
Israel
$775K -$98K -307 -12%
CCAM
1966
Cascades Capital Asset Management
North Carolina
$770K – – –
CP
1967
Clarendon Private
Massachusetts
$770K +$735K +2,302 New
PA
1968
Parkside Advisors
California
$770K – – –
RIP
1969
RAM Investment Partners
Washington
$770K +$44.4K +139 +6%
AIMCA
1970
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$769K -$2.94M -9,200 -80%
TW
1971
Traveka Wealth
California
$768K +$96.1K +301 +15%
CIM
1972
CIM Investment Management
Pennsylvania
$766K -$7.66K -24 -1%
MFG
1973
Magnus Financial Group
New York
$764K +$16.3K +51 +2%
VCM
1974
Virtue Capital Management
Tennessee
$761K -$57.4K -180 -7%
IA
1975
IFG Advisory
Georgia
$758K +$724K +2,269 New
77 78
79
80 81