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Canadian Imperial Bank of Commerce
CM

Name Holding Trade Value Shares
Change 		Change in
Stake
NA
401
NewEdge Advisors
Louisiana
$256K +$877 +8 +0.4%
OFO
402
OneAscent Family Office
Alabama
$256K +$244K +2,222 New
MPIA
403
Mountain Pacific Investment Advisers
Idaho
$253K – – –
KIA
404
KCM Investment Advisors
California
$251K – – –
CL
405
Choreo LLC
Illinois
$250K -$2.96K -27 -1%
CPIG
406
Chicago Partners Investment Group
Illinois
$249K +$7.57K +69 +3%
DB
407
Danske Bank
Denmark
$247K -$2.54M -23,127 -91%
DOA
408
D'Orazio & Associates
Virginia
$246K +$235K +2,138 New
SGI
409
Summit Global Investments
Utah
$245K +$234K +2,135 New
AP
410
Americana Partners
Texas
$244K +$233K +2,125 New
CWA
411
CogentBlue Wealth Advisors
Tennessee
$243K +$232K +2,112 New
FEM
412
Fulcrum Equity Management
Texas
$243K +$231K +2,109 New
IB
413
Intrust Bank
Kansas
$239K -$9.76K -89 -4%
EDRH
414
Edmond de Rothschild Holding
Switzerland
$238K +$228K +2,078 New
CFG
415
Carter Financial Group
Illinois
$238K +$226K +2,056 New
CAM
416
Cresset Asset Management
Illinois
$236K +$225K +2,051 New
LFA
417
Legacy Financial Advisors
Kentucky
$236K -$12.2K -111 -5%
EAM
418
Empirical Asset Management
Massachusetts
$233K +$222K +2,026 New
KPWS
419
Kestra Private Wealth Services
Texas
$232K +$221K +2,015 New
OC
420
Oppenheimer & Co
New York
$232K +$221K +2,015 New
PP
421
Pacifica Partners
Canada
$230K – – –
SC
422
SouthState Corp
Florida
$230K – – –
TF
423
Tompkins Financial
New York
$230K – – –
AIM
424
Advyzon Investment Management
Illinois
$230K +$219K +2,000 New
BFO
425
Boston Family Office
Massachusetts
$230K +$219K +2,000 New
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