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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
GC
676
Garde Capital
Washington
$6.99M -$241K -948 -4%
IFG
677
Independent Financial Group
California
$6.96M -$405K -1,595 -6%
FFWA
678
FRG Family Wealth Advisors
Washington
$6.95M +$410K +1,615 +7%
LIP
679
Liontrust Investment Partners
United Kingdom
$6.89M +$6.45M +25,400 New
VFA
680
Valeo Financial Advisors
Indiana
$6.86M +$513K +2,020 +3%
S
681
Surevest
California
$6.84M +$193K +761 +3%
AP
682
Advisor Partners
California
$6.84M -$43.4K -171 -0.7%
BJL
683
Brighton Jones LLC
Washington
$6.82M +$658K +2,592 +11%
KRSITF
684
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$6.79M +$236K +930 +4%
SCM
685
Sitrin Capital Management
California
$6.78M +$1.27K +5 +0%
MUAMU
686
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$6.78M – – –
JCM
687
Jag Capital Management
Missouri
$6.78M +$116K +455 +2%
BAM
688
Belpointe Asset Management
Nevada
$6.7M +$640K +2,520 +11%
AAM
689
Advisors Asset Management
Colorado
$6.64M -$1.84M -7,260 -23%
PGFC
690
Peapack-Gladstone Financial Corp
New Jersey
$6.59M -$120K -473 -2%
RIA
691
RPG Investment Advisory
California
$6.55M -$1.65M -6,498 -21%
HCA
692
Harbour Capital Advisors
Virginia
$6.54M +$119K +468 +2%
FFA
693
Fragasso Financial Advisors
Pennsylvania
$6.53M +$983K +3,871 +19%
PFPT
694
Pinnacle Financial Partners (Tennessee)
Tennessee
$6.51M +$493K +1,943 +9%
WF
695
WoodTrust Financial
Wisconsin
$6.5M +$788K +3,103 +15%
PFO
696
Pathstone Family Office
New Jersey
$6.5M +$836K +3,292 +16%
BZWA
697
Blue Zone Wealth Advisors
California
$6.48M +$620K +2,442 +11%
GH
698
GAM Holding
Switzerland
$6.45M -$35K -138 -0.6%
PFS
699
Prospera Financial Services
Texas
$6.44M -$1.48M -5,830 -20%
SAM
700
Shikiar Asset Management
New York
$6.44M +$567K +2,233 +10%
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