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Canadian Imperial Bank of Commerce
CM

Name Holding Trade Value Shares
Change 		Change in
Stake
BDWM
301
Brewin Dolphin Wealth Management
Ireland
$137K – – –
IAS
302
INR Advisory Services
Pennsylvania
$136K – – –
NA
303
Neuburgh Advisers
California
$134K – – –
OIA
304
Optimum Investment Advisors
Illinois
$122K +$129K +2,754 New
JAM
305
JCIC Asset Management
Ontario, Canada
$117K – – –
PA
306
Parallel Advisors
California
$116K -$375 -8 -0.3%
MCIM
307
Meadow Creek Investment Management
Georgia
$97K – – –
APA
308
American Portfolios Advisors
New York
$90.5K +$19.5K +416 +25%
PCG
309
Private Capital Group
Connecticut
$90K -$14.1K -300 -13%
PCP
310
Proficio Capital Partners
Massachusetts
$85K -$469 -10 -0.5%
GT
311
Glenmede Trust
Pennsylvania
$82K – – –
OIA
312
OneDigital Investment Advisors
Kansas
$78K +$21.2K +452 +35%
WAM
313
Wealthspire Advisors (Maryland)
Maryland
$72K -$6.94K -148 -8%
FHA
314
First Horizon Advisors
Tennessee
$72K +$16.2K +346 +26%
NO
315
Ninety One
South Africa
$63K – – –
QCG
316
Quadrant Capital Group
Ohio
$63K – – –
RFWA
317
RPg Family Wealth Advisory
Massachusetts
$58.8K -$3.94K -84 -6%
CAW
318
Cornerstone Advisors (Washington)
Washington
$54K +$20.4K +434 +55%
AF
319
Advisornet Financial
Minnesota
$48K – – –
WAP
320
Wealthcare Advisory Partners
Pennsylvania
$44K +$23.4K +500 +100%
MYIA
321
Mount Yale Investment Advisors
Colorado
$43K +$46.1K +984 New
SF
322
Synovus Financial
Georgia
$42K +$44.5K +950 New
FGC
323
Financial Gravity Companies
Texas
$35K -$3.1K -66 -8%
MSFP
324
Mark Sheptoff Financial Planning
Connecticut
$35K +$37.5K +800 New
FGAM
325
Financial Gravity Asset Management
Texas
$35K +$37.8K +806 New
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