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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
PWP
726
Private Wealth Partners
California
$4.11M +$15.1K +62 +0.3%
WPP
727
Whalerock Point Partners
Rhode Island
$4.1M +$3.76M +15,469 +523%
CIG
728
Consolidated Investment Group
Colorado
$4.09M +$1.48M +6,100 +50%
WANY
729
Wealthspire Advisors (New York)
New York
$4.09M +$990K +4,073 +28%
SIP
730
Stoneridge Investment Partners
Pennsylvania
$4.09M +$4.47M +18,389 New
BZWA
731
Blue Zone Wealth Advisors
California
$4.07M +$3.43M +14,111 +339%
MWM
732
Minot Wealth Management
Massachusetts
$4.04M +$789K +3,244 +22%
WIA
733
Wealthstreet Investment Advisors
Texas
$4.02M +$1.24M +5,085 +39%
SAM
734
Synergy Asset Management
Washington
$4.02M +$4.39M +18,048 New
MWM
735
Marietta Wealth Management
Georgia
$4M +$386K +1,587 +10%
SAM
736
Shikiar Asset Management
New York
$3.99M -$676K -2,778 -13%
SCM
737
Silvant Capital Management
Georgia
$3.98M -$1.16M -4,785 -21%
AFWM
738
AMJ Financial Wealth Management
Virginia
$3.98M +$111K +456 +3%
TCOT
739
Trust Company of Toledo
Ohio
$3.93M +$832K +3,423 +24%
BOH
740
Bank of Hawaii
Hawaii
$3.93M +$336K +1,383 +8%
V
741
Veritable
Delaware
$3.92M -$975K -4,008 -19%
MCM
742
Makena Capital Management
California
$3.92M +$973K +4,001 +29%
BA
743
Birinyi Associates
Connecticut
$3.92M +$1.9M +7,800 +80%
MC
744
Mathes Company
New York
$3.92M -$108K -443 -2%
MS
745
Mizuho Securities
Japan
$3.91M +$3.21M +13,206 +302%
FFWA
746
FRG Family Wealth Advisors
Washington
$3.9M -$71.7K -295 -2%
FT
747
Fiduciary Trust
Massachusetts
$3.89M +$562K +2,311 +15%
VI
748
Vestcor Inc
New Brunswick, Canada
$3.88M -$349K -1,435 -8%
LMIM
749
Lockheed Martin Investment Management
Maryland
$3.87M +$827K +3,400 +24%
PC
750
Permanens Capital
New York
$3.85M +$3.87M +15,899 +1,152%
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