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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
GC
851
Garde Capital
Washington
$4.68M -$266K -994 -5%
OAM
852
Ostrum Asset Management
France
$4.68M -$1.91M -7,123 -28%
S
853
SignatureFD
Georgia
$4.63M -$256K -957 -5%
GFA
854
Gifford Fong Associates
California
$4.63M – – –
AF
855
Ally Financial
Michigan
$4.63M +$2.76M +10,320 +134%
BFW
856
Brady Family Wealth
Missouri
$4.62M +$220K +822 +5%
HCA
857
Harbour Capital Advisors
Virginia
$4.59M -$31.8K -119 -0.7%
RDWM
858
Red Door Wealth Management
Tennessee
$4.54M +$548K +2,048 +13%
HCA
859
Harbor Capital Advisors
Illinois
$4.52M +$239K +892 +5%
IFG
860
Independent Financial Group
California
$4.51M -$225K -841 -5%
QPWM
861
Quadrant Private Wealth Management
Pennsylvania
$4.5M +$789K +2,950 +20%
OA
862
Oak Associates
Ohio
$4.49M -$205K -765 -4%
NC
863
NewSquare Capital
Pennsylvania
$4.48M +$425K +1,588 +10%
BWM
864
BNC Wealth Management
Oregon
$4.47M +$723K +2,701 +18%
DWT
865
Dorsey & Whitney Trust
South Dakota
$4.44M -$607K -2,267 -12%
GA
866
Gateway Advisory
New Jersey
$4.4M +$142K +532 +3%
CP
867
CenterBook Partners
Connecticut
$4.38M +$949K +3,547 +26%
AAP
868
Ardsley Advisory Partners
Connecticut
$4.37M -$1.28M -4,800 -22%
SC
869
SouthState Corp
Florida
$4.37M -$105K -391 -2%
HCM
870
Hudson Capital Management
New Jersey
$4.37M +$585K +2,186 +15%
CWM
871
Cabot Wealth Management
Massachusetts
$4.35M -$84.6K -316 -2%
FFWA
872
FRG Family Wealth Advisors
Washington
$4.34M -$73.6K -275 -1%
PCM
873
Parsons Capital Management
Rhode Island
$4.34M -$461K -1,724 -9%
FIB
874
First Interstate Bank
Montana
$4.34M -$40.7K -152 -0.9%
SW
875
SVB Wealth
Massachusetts
$4.33M -$985K -3,681 -18%
33 34
35
36 37