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Canadian Imperial Bank of Commerce
CM

Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
326
Liberty Wealth Management
California
$120K +$25K +434 +32%
CLOS
327
Compagnie Lombard Odier SCmA
Switzerland
$114K – – –
OIA
328
Optimum Investment Advisors
Illinois
$112K – – –
AF
329
Allworth Financial
California
$111K – – –
FGAM
330
Financial Gravity Asset Management
Texas
$111K – – –
PMFA
331
Plante Moran Financial Advisors
Michigan
$107K – – –
BGC
332
Beutel, Goodman & Co
Ontario, Canada
$85K – – –
BCV
333
Banque Cantonale Vaudoise
Switzerland
$83K – – –
CA
334
Clearstead Advisors
Ohio
$74K – – –
PFGIA
335
Patriot Financial Group Insurance Agency
Massachusetts
$72K -$115 -2 -0.2%
APA
336
American Portfolios Advisors
New York
$69.2K +$3.46K +60 +5%
RCM
337
Ravenstone Capital Management
$68.1K +$71K +1,232 New
BWA
338
BDO Wealth Advisors
Florida
$68K – – –
IA
339
IFP Advisors
Florida
$63K +$230 +4 +0.3%
HR
340
Howe & Rusling
New York
$60K – – –
HNB
341
Huntington National Bank
Ohio
$59K +$56.7K +984 +1,230%
AWA
342
Arkadios Wealth Advisors
Georgia
$57K -$2.88K -50 -5%
GWSG
343
GPS Wealth Strategies Group
Colorado
$52K +$346 +6 +0.7%
BAM
344
Bellevue Asset Management
Washington
$48K – – –
LC
345
Lindbrook Capital
California
$48K +$3.69K +64 +8%
BBHC
346
Brown Brothers Harriman & Co
New York
$46K – – –
TVWM
347
Tower View Wealth Management
Wisconsin
$45K +$46.1K +800 New
MPWT
348
MassMutual Private Wealth & Trust
Connecticut
$40K +$36.3K +630 +733%
SCA
349
Stonebridge Capital Advisors
Minnesota
$38K – – –
SWM
350
Spire Wealth Management
Virginia
$36K -$1.5K -26 -4%
12 13
14
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