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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
FT
751
Fiduciary Trust
Massachusetts
$3.81M +$301K +1,374 +10%
GAM
752
Grandview Asset Management
Pennsylvania
$3.81M -$81.4K -372 -2%
CWM
753
CMH Wealth Management
New Hampshire
$3.77M -$24.3K -111 -0.7%
FB
754
Fulton Bank
Pennsylvania
$3.77M -$335K -1,531 -9%
GFA
755
Gifford Fong Associates
California
$3.77M -$3.28M -15,000 -50%
HZ
756
Hixon Zuercher
Ohio
$3.75M -$569K -2,599 -15%
MWM
757
Minot Wealth Management
Massachusetts
$3.75M +$441K +2,016 +16%
GP
758
Girard Partners
Pennsylvania
$3.74M +$356K +1,627 +12%
HBT
759
Hills Bank & Trust
Iowa
$3.72M +$86.2K +394 +3%
BFPW
760
BOK Financial Private Wealth
Colorado
$3.72M -$118K -537 -3%
CAM
761
Cresset Asset Management
Illinois
$3.67M +$570K +2,606 +22%
CLCM
762
Crawford Lake Capital Management
New Jersey
$3.66M +$3.19M +14,565 New
GCM
763
Geneva Capital Management
Wisconsin
$3.66M -$352K -1,610 -10%
VAS
764
Vestmark Advisory Solutions
Massachusetts
$3.65M +$546K +2,496 +21%
EWM
765
Elite Wealth Management
Washington
$3.64M -$22.3K -102 -0.7%
FWM
766
Frontier Wealth Management
Missouri
$3.63M +$5.47K +25 +0.2%
IC
767
Iconiq Capital
California
$3.61M +$753K +3,440 +32%
WANY
768
Wealthspire Advisors (New York)
New York
$3.6M +$464K +2,120 +17%
TCOT
769
Trust Company of Toledo
Ohio
$3.58M +$17.5K +80 +0.6%
AWM
770
Avior Wealth Management
Nebraska
$3.58M +$498K +2,274 +19%
AIP
771
Ameritas Investment Partners
Nebraska
$3.57M -$64.6K -295 -2%
AFC
772
AFT Forsyth & Company
Florida
$3.57M -$82.1K -375 -3%
EBT
773
Enterprise Bank & Trust
Massachusetts
$3.57M -$153K -697 -5%
CNC
774
Canandaigua National Corp
New York
$3.56M -$204K -930 -6%
CS
775
Comerica Securities
Michigan
$3.56M +$145K +662 +5%
29 30
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