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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
PFO
726
Pathstone Family Office
New Jersey
$5.04M +$203K +881 +4%
B
727
BP
United Kingdom
$5.04M -$1.96M -8,518 -29%
CIM
728
Chapman Investment Management
California
$5.03M +$103K +448 +2%
MGWM
729
Marks Group Wealth Management
Minnesota
$5.02M +$115K +499 +2%
BAIA
730
Bel Air Investment Advisors
California
$5M -$324K -1,406 -6%
DBT
731
Dubuque Bank & Trust
Iowa
$5M -$281K -1,219 -6%
IWP
732
Icon Wealth Partners
Texas
$4.96M +$488K +2,118 +12%
BCA
733
Bray Capital Advisors
Florida
$4.95M -$4.61K -20 -0.1%
FFA
734
Fragasso Financial Advisors
Pennsylvania
$4.94M +$859K +3,727 +23%
LBD
735
Landsberg Bennett & Dubbaneh
Florida
$4.9M +$207K +898 +5%
PM
736
Precept Management
Texas
$4.88M -$1.15M -5,000 -20%
KCM
737
Kornitzer Capital Management
Kansas
$4.87M -$1.09M -4,741 -19%
VAS
738
Vestmark Advisory Solutions
Massachusetts
$4.83M +$693K +3,007 +18%
CWM
739
CMH Wealth Management
New Hampshire
$4.82M +$453K +1,967 +11%
MCP
740
Mirador Capital Partners
California
$4.82M +$77.9K +338 +2%
AC
741
Avestar Capital
New York
$4.82M +$477K +2,071 +12%
CCP
742
Corient Capital Partners
California
$4.82M +$402K +1,745 +10%
IMRF
743
Illinois Municipal Retirement Fund
Illinois
$4.77M – – –
TCIM
744
TOMS Capital Investment Management
New York
$4.74M +$4.47M +19,400 New
CIP
745
Chartwell Investment Partners
Pennsylvania
$4.7M +$1.18M +5,102 +36%
LBC
746
Lawrence B. Cohen
$4.69M -$114K -495 -3%
ACM
747
Aljian Capital Management
Nevada
$4.69M +$445K +1,932 +11%
WPP
748
Whalerock Point Partners
Rhode Island
$4.69M -$34.6K -150 -0.8%
HAS
749
HBW Advisory Services
California
$4.67M +$384K +1,665 +10%
BCPWM
750
Bradley & Co Private Wealth Management
Florida
$4.67M +$73.5K +319 +2%
28 29
30
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