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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
MPWT
651
MassMutual Private Wealth & Trust
Connecticut
$6.15M +$390K +1,911 +7%
PCA
652
Pallas Capital Advisors
Massachusetts
$6.12M +$940K +4,603 +21%
LNWWM
653
Laird Norton Wetherby Wealth Management
California
$6.1M +$93.5K +458 +2%
QPBE
654
Quintet Private Bank (Europe)
Luxembourg
$6.08M -$258K -1,264 -4%
FFP
655
FourThought Financial Partners
Florida
$6.06M -$175K -858 -3%
HVIA
656
Hudson Valley Investment Advisors
New York
$6.04M -$182K -890 -3%
GFA
657
Gifford Fong Associates
California
$6.04M – – –
SB
658
Simmons Bank
Arkansas
$6M +$10.4K +51 +0.2%
HCM
659
Hillman Capital Management
Maryland
$5.99M -$2.68M -13,111 -32%
CK
660
Cohen Klingenstein
New York
$5.98M – – –
ECM
661
Everence Capital Management
Indiana
$5.96M – – –
SAS
662
Stelac Advisory Services
New York
$5.95M -$71.9K -352 -1%
SWA
663
Stratos Wealth Advisors
Ohio
$5.9M +$207K +1,014 +4%
BJL
664
Brighton Jones LLC
Washington
$5.88M +$49.2K +241 +0.9%
BCM
665
Barrier Capital Management
California
$5.87M – – –
GVAG
666
Great Valley Advisor Group
Delaware
$5.86M +$170K +834 +3%
XWM
667
Xcel Wealth Management
Florida
$5.85M -$978K -4,793 -15%
CIG
668
Consolidated Investment Group
Colorado
$5.83M – – –
BCPWM
669
Bradley & Co Private Wealth Management
Florida
$5.8M +$19K +93 +0.3%
MCM
670
McRae Capital Management
New Jersey
$5.77M +$101K +495 +2%
GAAM
671
Guinness Atkinson Asset Management
California
$5.77M -$131K -642 -2%
SAM
672
Shell Asset Management
Netherlands
$5.76M -$721K -3,534 -11%
SA
673
Strategic Advisors
New York
$5.76M -$21.2K -104 -0.4%
KOCAA
674
Knights of Columbus Asset Advisors
Connecticut
$5.74M +$360K +1,766 +7%
EWA
675
EP Wealth Advisors
California
$5.72M +$213M +1,043,421 +52,041%
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