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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
WI
826
Wahed Invest
New York
$6.43M +$329K +1,058 +5%
QPBE
827
Quintet Private Bank (Europe)
Luxembourg
$6.4M -$304K -979 -4%
SB
828
Strategic Blueprint
Georgia
$6.39M +$1.07M +3,437 +17%
MOS
829
MGO One Seven
Ohio
$6.36M +$242K +779 +3%
FM
830
Family Management
New York
$6.36M +$650K +2,091 +10%
BHB
831
Bank Hapoalim BM
Israel
$6.35M -$144K -463 -2%
FFBTD
832
First Financial Bank - Trust Division
Ohio
$6.34M +$7.34M +23,608 New
CYG
833
Clean Yield Group
Vermont
$6.33M +$126K +404 +2%
PWS
834
Peloton Wealth Strategists
Indiana
$6.3M -$448K -1,440 -6%
VAS
835
Vestmark Advisory Solutions
Massachusetts
$6.29M +$3.96M +12,746 +119%
MWM
836
Moran Wealth Management
Florida
$6.28M +$43.2K +139 +0.6%
GIC
837
GFI Investment Counsel
Ontario, Canada
$6.25M -$6.84K -22 -0.1%
SFI
838
Siemens Fonds Invest
Germany
$6.25M +$81.5K +262 +1%
EIA
839
Eastover Investment Advisors
North Carolina
$6.24M -$80.9K -260 -1%
CI
840
Ceera Investments
Texas
$6.23M +$5.91K +19 +0.1%
MWM
841
Meridian Wealth Management
Kentucky
$6.23M -$598K -1,922 -8%
WB
842
Webster Bank
Connecticut
$6.23M +$22.7K +73 +0.3%
CCM
843
Coldstream Capital Management
Washington
$6.22M +$118K +379 +2%
ZCI
844
Zevenbergen Capital Investments
Washington
$6.2M – – –
CCIA
845
Campbell & Co Investment Adviser
Maryland
$6.18M +$4.39M +14,113 +158%
SWA
846
SFMG Wealth Advisors
Texas
$6.16M +$1.24K +4 +0%
VST
847
Van Strum & Towne
California
$6.16M -$49.5K -159 -0.7%
IWC
848
Integrated Wealth Concepts
Massachusetts
$6.15M +$552K +1,776 +8%
SPC
849
Sigma Planning Corp
Michigan
$6.14M -$854K -2,747 -11%
OAM
850
Ostrum Asset Management
France
$6.12M +$1.53M +4,934 +28%
32 33
34
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