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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
IWA
776
Icon Wealth Advisors
Texas
$5.83M +$5.01M +22,144 New
ITFISA
777
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$5.82M +$123K +544 +3%
ISB
778
Iowa State Bank
Iowa
$5.81M -$67.7K -299 -1%
SS
779
Simplicity Solutions
Minnesota
$5.8M -$1.81M -8,018 -27%
MKA
780
M. Kulyk & Associates
Georgia
$5.79M -$8.15K -36 -0.2%
GSEP
781
Golden State Equity Partners
California
$5.78M -$45.9K -203 -0.9%
EWA
782
EP Wealth Advisors
California
$5.76M +$437K +1,930 +10%
SW
783
SVB Wealth
Massachusetts
$5.75M +$537K +2,372 +12%
WIA
784
Westbourne Investment Advisors
Maryland
$5.72M +$200K +885 +4%
SCM
785
Shelton Capital Management
Colorado
$5.7M +$1.19M +5,256 +32%
PT
786
Plimoth Trust
Massachusetts
$5.7M -$7.47K -33 -0.2%
TCA
787
Trifecta Capital Advisors
Illinois
$5.69M +$145K +639 +3%
RAM
788
Roanoke Asset Management
New Jersey
$5.69M -$31.7K -140 -0.6%
PAS
789
Park Avenue Securities
New York
$5.66M +$816K +3,604 +20%
TSM
790
Two Star Manager
Florida
$5.65M +$4.86M +21,486 New
CCA
791
Checchi Capital Advisers
California
$5.65M -$35.5K -157 -0.7%
HAG
792
HighPoint Advisor Group
Illinois
$5.65M +$4.18M +18,455 New
CDH
793
Charles D. Hyman
$5.65M -$33.9K -150 -0.7%
EWM
794
Elite Wealth Management
Washington
$5.64M -$96.9K -428 -2%
LFG
795
Lazard Frères Gestion
France
$5.59M -$181K -800 -4%
DWM
796
Dakota Wealth Management
Florida
$5.58M -$4.14M -18,292 -46%
ECU
797
Eisler Capital (UK)
United Kingdom
$5.58M -$20.7M -91,450 -81%
CIA
798
Concurrent Investment Advisors
Florida
$5.57M +$10.7M +47,073 New
ATC
799
Argent Trust Co
Tennessee
$5.55M +$528K +2,334 +12%
DJSG
800
D.J. St. Germain
Massachusetts
$5.55M -$227K -1,002 -5%
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