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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
SBIA
826
Sheaff Brock Investment Advisors
Indiana
$7.85M -$863K -2,704 -10%
BZWA
827
Blue Zone Wealth Advisors
California
$7.82M +$49.1K +154 +0.7%
GIC
828
GFI Investment Counsel
Ontario, Canada
$7.79M +$619K +1,941 +9%
MWM
829
Moran Wealth Management
Florida
$7.78M -$92.2K -289 -1%
CYG
830
Clean Yield Group
Vermont
$7.76M -$19.8K -62 -0.3%
CI
831
Ceera Investments
Texas
$7.76M -$101K -315 -1%
SWM
832
Selective Wealth Management
Virginia
$7.75M -$470K -1,472 -6%
WB
833
Webster Bank
Connecticut
$7.74M -$222K -696 -3%
SFI
834
Siemens Fonds Invest
Germany
$7.73M +$281K +882 +4%
VST
835
Van Strum & Towne
California
$7.73M +$53K +166 +0.7%
ZCI
836
Zevenbergen Capital Investments
Washington
$7.72M +$2.59M +8,100 +54%
ECM
837
Everence Capital Management
Indiana
$7.7M -$574K -1,800 -7%
VSQM
838
V-Square Quantitative Management
Illinois
$7.7M +$371K +1,164 +5%
LOAME
839
Lombard Odier Asset Management (Europe)
United Kingdom
$7.7M – – –
LF
840
Longbow Finance
Switzerland
$7.68M +$348K +1,089 +5%
SWA
841
SFMG Wealth Advisors
Texas
$7.68M -$122K -383 -2%
RIG
842
Renaissance Investment Group
Massachusetts
$7.67M +$528K +1,656 +8%
MOS
843
MGO One Seven
Ohio
$7.66M -$13.4K -42 -0.2%
WI
844
Wahed Invest
New York
$7.66M +$124K +390 +2%
TCM
845
Twin Capital Management
Pennsylvania
$7.66M +$128K +402 +2%
EGM
846
Engineers Gate Manager
New York
$7.65M +$7.3M +22,879 New
CCM
847
Coldstream Capital Management
Washington
$7.62M -$68.9K -216 -0.9%
DS
848
DRW Securities
Illinois
$7.61M +$4.31M +13,496 +146%
PT
849
Plimoth Trust
Massachusetts
$7.61M -$83.3K -261 -1%
AF
850
Allworth Financial
California
$7.59M +$368K +1,153 +5%
32 33
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