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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
HWM
751
HB Wealth Management
Georgia
$6.58M +$1.38M +5,405 +29%
AG
752
AIA Group
Hong Kong
$6.58M +$503K +1,962 +9%
PTB
753
Pioneer Trust Bank
Oregon
$6.57M +$618K +2,414 +11%
SGI
754
Summit Global Investments
Utah
$6.55M +$5.56M +21,699 +972%
BFM
755
Boston Financial Management
Massachusetts
$6.53M +$2.82K +11 +0%
PCM
756
Pinnbrook Capital Management
New York
$6.53M +$6.11M +23,855 New
WB
757
Webster Bank
Connecticut
$6.52M -$311K -1,214 -5%
CCMG
758
Clark Capital Management Group
Pennsylvania
$6.52M +$581K +2,267 +11%
MWM
759
Meridian Wealth Management
Kentucky
$6.49M +$218K +850 +4%
CTC
760
Central Trust Company
Missouri
$6.46M -$338K -1,320 -5%
MWM
761
Moran Wealth Management
Florida
$6.45M -$14.3M -55,715 -70%
CI
762
Ceera Investments
Texas
$6.44M -$119K -465 -2%
SWA
763
SFMG Wealth Advisors
Texas
$6.39M +$21.5K +84 +0.4%
TCA
764
Trifecta Capital Advisors
Illinois
$6.38M +$78.9K +308 +1%
CYG
765
Clean Yield Group
Vermont
$6.37M +$807K +3,149 +16%
BZWA
766
Blue Zone Wealth Advisors
California
$6.36M +$173K +677 +3%
CIG
767
Consolidated Investment Group
Colorado
$6.35M – – –
VVP
768
Venture Visionary Partners
Ohio
$6.33M -$36.6K -143 -0.6%
HAG
769
HighPoint Advisor Group
Illinois
$6.31M -$1.36M -5,294 -19%
LOAME
770
Lombard Odier Asset Management (Europe)
United Kingdom
$6.3M +$52.3K +204 +0.9%
PT
771
Plimoth Trust
Massachusetts
$6.3M +$44.1K +172 +0.8%
MOS
772
MGO One Seven
Ohio
$6.28M +$1.06M +4,146 +22%
VST
773
Van Strum & Towne
California
$6.28M +$10.2K +40 +0.2%
HFS
774
Hantz Financial Services
Michigan
$6.27M -$29.3M -114,467 -83%
BHB
775
Bank Hapoalim BM
Israel
$6.26M -$267K -1,044 -4%
29 30
31
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