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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
PWS
801
Peloton Wealth Strategists
Indiana
$8.33M +$24.9K +78 +0.3%
SAM
802
SP Asset Management
California
$8.31M -$234K -732 -3%
QPBE
803
Quintet Private Bank (Europe)
Luxembourg
$8.3M -$368K -1,153 -4%
PTB
804
Pioneer Trust Bank
Oregon
$8.28M +$249K +780 +3%
ST
805
Spinnaker Trust
Maine
$8.27M +$13.1K +41 +0.2%
KFP
806
KMG Fiduciary Partners
Ohio
$8.24M +$175K +549 +2%
MWM
807
Marietta Wealth Management
Georgia
$8.22M +$98.9K +310 +1%
CCS
808
Concentric Capital Strategies
Connecticut
$8.18M +$5.65M +17,690 +261%
BRWA
809
B. Riley Wealth Advisors
Florida
$8.18M -$1.01M -3,162 -11%
HFS
810
Hantz Financial Services
Michigan
$8.12M +$449K +1,406 +6%
EH
811
Equitable Holdings
New York
$8.07M +$411K +1,287 +6%
ZB
812
Zions Bancorporation
Utah
$8.07M +$2M +6,270 +35%
BHB
813
Bank Hapoalim BM
Israel
$8.07M +$402K +1,259 +6%
TCA
814
Trifecta Capital Advisors
Illinois
$8.05M +$246K +771 +3%
MWM
815
Mission Wealth Management
California
$8.03M +$1.42M +4,457 +23%
EPIM
816
Evelyn Partners Investment Management
$8.03M +$7.67M +24,029 New
JIC
817
Johnson Investment Counsel
Ohio
$8.01M -$59.4K -186 -0.8%
SGI
818
Summit Global Investments
Utah
$8M +$1.92K +6 +0%
AC
819
Asio Capital
Kentucky
$8M -$48.2K -151 -0.6%
FMI
820
F/M Investments
District of Columbia
$7.99M +$5.51M +17,250 +260%
BFM
821
Boston Financial Management
Massachusetts
$7.96M -$14.4K -45 -0.2%
JCM
822
Jag Capital Management
Missouri
$7.93M +$7.28M +22,797 +2,508%
GIM
823
Generali Investments Management
Slovenia
$7.88M +$7.52M +23,566 New
EIA
824
Eastover Investment Advisors
North Carolina
$7.86M -$211K -662 -3%
CUAMC
825
China Universal Asset Management Company
China
$7.86M +$671K +2,101 +10%
31 32
33
34 35