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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
PCMC
451
Paragon Capital Management (Colorado)
Colorado
$20.8M – – –
AAS
452
Annex Advisory Services
Wisconsin
$20.7M +$1.6M +6,260 +9%
KCM
453
Kodai Capital Management
Illinois
$20.6M +$19.3M +75,176 New
IG
454
Ithaka Group
Virginia
$20.3M -$687K -2,683 -3%
IC
455
Iconiq Capital
California
$20.1M +$18.6M +72,606 +9,191%
FSA
456
Franklin Street Advisors
North Carolina
$20M +$2.5M +9,768 +15%
CA
457
Clearstead Advisors
Ohio
$20M -$229K -894 -1%
GIM
458
Generate Investment Management
New Zealand
$19.9M +$12.7M +49,466 +213%
YC
459
Yarbrough Capital
Tennessee
$19.8M – – –
TRCT
460
Tower Research Capital (TRC)
New York
$19.8M +$4.3M +16,803 +30%
HIP
461
HUB Investment Partners
Texas
$19.6M -$193K -754 -1%
PAG
462
Private Advisor Group
New Jersey
$19.5M -$495K -1,933 -3%
TP
463
TenCore Partners
New York
$19.4M -$8.85M -34,550 -33%
DWP
464
Daymark Wealth Partners
Ohio
$19.3M +$101K +396 +0.2%
PWLP
465
Prio Wealth Limited Partnership
Massachusetts
$19.2M -$1.55M -6,045 -8%
WT
466
Washington Trust
Rhode Island
$19.2M +$33.8K +132 +0.2%
BCI
467
Brinker Capital Investments
Pennsylvania
$19.2M -$7.66M -29,922 -30%
OPS
468
Orion Portfolio Solutions
Nebraska
$19.2M -$7.66M -29,922 -30%
ACM
469
Alight Capital Management
New York
$19.2M +$12.3M +48,086 +219%
MAM
470
Martingale Asset Management
Massachusetts
$19.1M -$4.21M -16,421 -19%
OCM
471
Osterweis Capital Management
California
$19.1M +$17.2M +67,041 +2,488%
QFA
472
Quattro Financial Advisors
Texas
$18.8M -$2.56M -10,000 -13%
CWM
473
Congress Wealth Management
Massachusetts
$18.7M +$4.29M +16,747 +33%
HTC
474
Haverford Trust Company
Pennsylvania
$18.6M +$16.4M +63,838 +1,555%
GVAG
475
Great Valley Advisor Group
Delaware
$18.6M +$2.47M +9,644 +17%
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