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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
CFO
701
Callan Family Office
Pennsylvania
$5.24M -$837K -4,040 -13%
VCM
702
Vision Capital Management
Oregon
$5.23M +$783K +3,779 +16%
RP
703
Regal Partners
Australia
$5.23M +$141K +681 +2%
SWP
704
Stratos Wealth Partners
Ohio
$5.21M -$981K -4,737 -15%
MWM
705
Moran Wealth Management
Florida
$5.19M -$2.07M -10,009 -26%
MWM
706
Meridian Wealth Management
Kentucky
$5.19M +$967K +4,667 +20%
FFP
707
FourThought Financial Partners
Florida
$5.12M +$1.2M +5,789 +27%
1M
708
1248 Management
Missouri
$5.12M +$46.2K +223 +0.8%
PAS
709
Park Avenue Securities
New York
$5.1M -$893K -4,308 -14%
KIA
710
Knollwood Investment Advisory
Maryland
$5.1M – – –
SFI
711
Siemens Fonds Invest
Germany
$5.07M -$141K -681 -2%
BB
712
Busey Bank
Illinois
$5.07M +$5.31M +25,628 +1,701%
SHGA
713
Sand Hill Global Advisors
California
$5.06M -$514K -2,482 -8%
NDSIB
714
North Dakota State Investment Board
North Dakota
$5.05M -$1.02M -4,946 -15%
SWA
715
SFMG Wealth Advisors
Texas
$5.05M +$159K +768 +3%
CK
716
Cohen Klingenstein
New York
$5.04M – – –
AFG
717
American Financial Group
Ohio
$5.04M +$5.59M +27,000 New
TCA
718
Trifecta Capital Advisors
Illinois
$5.01M -$56.4K -272 -1%
AIM
719
Allen Investment Management
New York
$4.98M +$2.07M +10,000 +60%
TVPW
720
Third View Private Wealth
Connecticut
$4.98M +$324K +1,562 +6%
RWM
721
RBA Wealth Management
California
$4.97M +$1.85M +8,928 +51%
LGF
722
LGT Group Foundation
Liechtenstein
$4.93M -$5.59M -26,976 -51%
HCM
723
Hudson Capital Management
New Jersey
$4.92M +$1.38M +6,643 +34%
VI
724
Vestcor Inc
New Brunswick, Canada
$4.88M +$1.54M +7,431 +40%
CL
725
Choreo LLC
Illinois
$4.87M -$343K -1,656 -6%
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