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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
CIM
676
Coastal Investment Management
California
$4.45M +$4.68M +21,000 New
LNWWM
677
Laird Norton Wetherby Wealth Management
California
$4.44M -$3.57M -16,039 -43%
PFPT
678
Pinnacle Financial Partners (Tennessee)
Tennessee
$4.43M +$273K +1,227 +6%
CCA
679
Checchi Capital Advisers
California
$4.43M +$51K +229 +1%
WC
680
Whitney & Co
New York
$4.43M +$275K +1,236 +6%
DADC
681
D.A. Davidson & Co
Montana
$4.43M +$1.04M +4,685 +29%
SW
682
SteelPeak Wealth
California
$4.42M -$213K -958 -4%
MFAM
683
Motley Fool Asset Management
Virginia
$4.41M -$183K -820 -4%
JSC
684
Jackson Square Capital
California
$4.39M -$128K -576 -3%
TCOK
685
Trust Company of Kansas
Kansas
$4.39M +$1.51M +6,775 +49%
BAM
686
Blueshift Asset Management
New Jersey
$4.38M +$4.6M +20,677 New
JG
687
Jefferies Group
New York
$4.38M -$5.29M -23,746 -53%
IPAM
688
ICICI Prudential Asset Management
India
$4.38M +$1.89M +8,500 +69%
SIC
689
Salem Investment Counselors
North Carolina
$4.37M +$235K +1,055 +5%
S
690
Surevest
California
$4.35M -$489K -2,195 -10%
SLI
691
Sumitomo Life Insurance
Japan
$4.35M -$189K -847 -4%
TA
692
Tiedemann Advisors
New York
$4.35M +$143K +643 +3%
AC
693
Allstate Corporation
Illinois
$4.34M -$441K -1,982 -9%
FFWA
694
FRG Family Wealth Advisors
Washington
$4.32M +$632K +2,840 +16%
WF
695
WoodTrust Financial
Wisconsin
$4.3M -$269K -1,207 -6%
BCA
696
Bray Capital Advisors
Florida
$4.29M +$184K +826 +4%
MWM
697
Marietta Wealth Management
Georgia
$4.29M +$503K +2,260 +13%
CIM
698
Chapman Investment Management
California
$4.27M +$32.1K +144 +0.7%
BAM
699
Belpointe Asset Management
Nevada
$4.26M -$1.17M -5,264 -21%
MGWM
700
Marks Group Wealth Management
Minnesota
$4.26M +$268K +1,204 +6%
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