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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
RJT
601
Raymond James Trust
Florida
$7.68M +$154K +670 +2%
RC
602
RegentAtlantic Capital
New Jersey
$7.64M +$987K +4,283 +16%
SWP
603
Stratos Wealth Partners
Ohio
$7.63M -$747K -3,242 -9%
ACP
604
Ashfield Capital Partners
California
$7.6M +$6.19M +26,844 +630%
FG
605
Fiduciary Group
Georgia
$7.54M +$274K +1,191 +4%
DBG
606
De Burlo Group
Massachusetts
$7.53M -$80.7K -350 -1%
RIA
607
RPG Investment Advisory
California
$7.48M +$229K +995 +3%
WTC
608
WhitTier Trust Company
Nevada
$7.37M +$460K +1,995 +7%
AWMT
609
AAFMAA Wealth Management & Trust
North Carolina
$7.33M -$1.37M -5,927 -16%
UC
610
Unio Capital
New Jersey
$7.26M -$121K -527 -2%
DY
611
Dowling & Yahnke
California
$7.25M +$290K +1,258 +4%
PFS
612
Prospera Financial Services
Texas
$7.23M -$1.21M -5,251 -15%
ASN
613
Advisory Services Network
Georgia
$7.14M +$594K +2,579 +10%
OPS
614
Orion Portfolio Solutions
Nebraska
$7.12M +$1.65M +7,164 +33%
BPA
615
Beacon Pointe Advisors
California
$7.11M +$5.12M +22,204 +322%
CAM
616
Cozad Asset Management
Illinois
$7.08M -$589K -2,555 -8%
CI
617
Cigna Investments
Connecticut
$7.02M -$944K -4,097 -12%
PSC
618
Prentiss Smith & Co
Vermont
$7M -$198K -861 -3%
FDCDDQ
619
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.99M +$2.15M +9,334 +48%
FT
620
Fiduciary Trust
Massachusetts
$6.96M +$1.95M +8,457 +42%
CAM
621
Cresset Asset Management
Illinois
$6.95M +$2.38M +10,337 +57%
SAM
622
SP Asset Management
California
$6.94M +$48.9K +212 +0.7%
IA
623
IndexIQ Advisors
New York
$6.92M +$178K +774 +3%
NPT
624
Nixon Peabody Trust
Massachusetts
$6.92M -$922 -4 -0%
MAM
625
Meeder Asset Management
Ohio
$6.9M -$102K -442 -2%
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