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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
776
Mark Asset Management
New York
$3.3M +$3.53M +20,000 New
AWA
777
Arkadios Wealth Advisors
Georgia
$3.28M +$1.59M +9,024 +83%
SNB
778
Security National Bank
Nebraska
$3.27M +$60.8K +344 +2%
SC
779
SouthState Corp
Florida
$3.25M -$109K -617 -3%
ACM
780
Aljian Capital Management
Nevada
$3.25M -$62.7K -355 -2%
KOCAA
781
Knights of Columbus Asset Advisors
Connecticut
$3.24M +$32.5K +184 +0.9%
WIA
782
Westbourne Investment Advisors
Maryland
$3.23M +$1.04M +5,861 +43%
ZB
783
Zions Bancorporation
Utah
$3.22M +$105K +597 +3%
LFAS
784
Level Four Advisory Services
Texas
$3.19M +$392K +2,219 +13%
ECM
785
Element Capital Management
New York
$3.19M +$1.14M +6,438 +50%
MLL
786
Moody Lynn & Lieberson
Massachusetts
$3.18M +$2.41M +13,640 +242%
SIM
787
Stratos Investment Management
Ohio
$3.17M +$309K +1,749 +10%
BCCM
788
Bridge Creek Capital Management
Massachusetts
$3.17M +$58.5K +331 +2%
FFA
789
First Foundation Advisors
California
$3.16M -$1.14M -6,431 -25%
V
790
Veritable
Delaware
$3.15M +$309K +1,748 +10%
EF
791
Empirical Finance
Pennsylvania
$3.12M +$196K +1,111 +6%
MCP
792
Mirador Capital Partners
California
$3.1M +$69.8K +395 +2%
LBC
793
Lawrence B. Cohen
$3.1M +$19.1K +108 +0.6%
BWA
794
BDO Wealth Advisors
Florida
$3.09M -$45.6K -258 -1%
DA
795
Dillon & Associates
Michigan
$3.08M +$77.2K +437 +2%
DWT
796
Dorsey & Whitney Trust
South Dakota
$3.08M +$551K +3,118 +20%
PA
797
Pinnacle Associates
New York
$3.06M -$156K -882 -5%
MNBTD
798
Moody National Bank Trust Division
Texas
$3.01M +$111K +629 +4%
FIB
799
First Interstate Bank
Montana
$3M +$174K +982 +6%
BIP
800
Bouvel Investment Partners
Pennsylvania
$2.99M +$9.72K +55 +0.3%
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