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Canadian Imperial Bank of Commerce

Name Holding Trade Value Shares
Change
Change in
Stake
BHWM
226
Bay Harbor Wealth Management
Maryland
$273K -$18.5K -592 -7%
Lido Advisors
227
Lido Advisors
California
$273K +$687 +22 +0.3%
GLLW
228
Graves Light Lenhart Wealth
Virginia
$268K -$125K -4,000 -33%
Baird Financial Group
229
Baird Financial Group
Wisconsin
$266K -$48.4K -1,550 -16%
TBA
230
Tower Bridge Advisors
Pennsylvania
$255K – – –
DMIC
231
Dixon Mitchell Investment Counsel
British Columbia, Canada
$251K -$123K -3,946 -34%
Wellington Management Group
232
Wellington Management Group
Massachusetts
$247K -$24.9K -796 -10%
CAM
233
Cresset Asset Management
Illinois
$242K +$225K +7,220 New
FIM
234
Freedom Investment Management
Connecticut
$237K -$16.5K -528 -7%
MA
235
Mutual Advisors
Nebraska
$234K -$18.4K -588 -8%
IB
236
Intrust Bank
Kansas
$234K +$219K +7,002 New
SLAM
237
Swiss Life Asset Management
$228K +$213K +6,832 New
AWE
238
Avidian Wealth Enterprises
Texas
$227K +$212K +6,778 New
LAS
239
Lloyd Advisory Services
Georgia
$224K -$17.7K -568 -8%
GWM
240
Geneos Wealth Management
Colorado
$211K +$12.5K +400 +7%
NAM
241
Nexpoint Asset Management
Texas
$207K +$193K +6,188 New
Prudential Financial
242
Prudential Financial
New Jersey
$206K +$192K +6,150 New
CAM
243
Close Asset Management
United Kingdom
$204K -$15.6K -500 -8%
CAM
244
Cozad Asset Management
Illinois
$203K -$33.2K -1,062 -15%
O
245
Ossiam
France
$201K -$25K -802 -12%
AAM
246
Advisors Asset Management
Colorado
$195K +$10.9K +348 +6%
CAPTRUST Financial Advisors
247
CAPTRUST Financial Advisors
North Carolina
$157K -$18.7K -600 -11%
Bessemer Group
248
Bessemer Group
New Jersey
$146K -$60.3K -1,930 -31%
CAW
249
Cornerstone Advisors (Washington)
Washington
$126K +$28.7K +918 +32%
PFO
250
Pathstone Family Office
New Jersey
$121K -$17.2K -550 -13%