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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
601
Perigon Wealth Management
California
$11.4M +$783K +3,106 +7%
GIBU
602
Gulf International Bank (UK)
United Kingdom
$11.4M -$234K -926 -2%
KWM
603
Kingsview Wealth Management
Oregon
$11.1M -$29.9M -118,559 -72%
FT
604
Fiduciary Trust
Massachusetts
$11.1M +$586K +2,324 +5%
CG
605
Caprock Group
Idaho
$11M +$10.8M +42,976 New
MSRPS
606
Maryland State Retirement & Pension System
Maryland
$11M +$272K +1,078 +2%
AF
607
Allworth Financial
California
$11M -$1.57M -6,240 -12%
AFG
608
Albion Financial Group
Utah
$11M +$446K +1,768 +4%
BFS
609
Bradley Foster & Sargent
Connecticut
$10.9M -$947K -3,754 -8%
SAM
610
Securian Asset Management
Minnesota
$10.9M -$999K -3,963 -8%
ICM
611
Invenomic Capital Management
Massachusetts
$10.8M +$6.74M +26,706 +140%
KFP
612
KMG Fiduciary Partners
Ohio
$10.8M +$553K +2,192 +5%
BFA
613
Bragg Financial Advisors
North Carolina
$10.8M +$819K +3,248 +8%
ACA
614
Aptus Capital Advisors
Alabama
$10.7M +$7.42M +29,423 +186%
MIC
615
Maxi Investments CY
Cyprus
$10.7M +$3.25M +12,900 +40%
VLKIM
616
Van Lanschot Kempen Investment Management
Netherlands
$10.7M +$639K +2,532 +6%
SSA
617
Schonfeld Strategic Advisors
New York
$10.6M -$141K -561 -1%
TP
618
TenCore Partners
New York
$10.6M – – –
AUB
619
Atlantic Union Bankshares
Virginia
$10.6M -$2.62M -10,392 -19%
SCM
620
Shelton Capital Management
Colorado
$10.5M -$140K -556 -1%
SG
621
Sienna Gestion
France
$10.5M – – –
AAMU
622
APG Asset Management US
New York
$10.5M +$2.64M +10,467 +31%
WCMN
623
Westchester Capital Management (Nebraska)
Nebraska
$10.5M -$84K -333 -0.7%
NRS
624
Neville Rodie & Shaw
New York
$10.4M -$4.06M -16,117 -27%
CDDEC
625
Caisse Des Depots Et Consignations
France
$10.4M +$1.92M +7,610 +21%
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