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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
876
Geneos Wealth Management
Colorado
$5.59M +$793K +2,966 +17%
SBFM
877
S-Bank Fund Management
Finland
$5.56M -$425K -1,589 -7%
MWM
878
Moran Wealth Management
Florida
$5.55M -$817K -3,056 -13%
CA
879
Continuum Advisory
Idaho
$5.5M +$4.36M +16,327 +424%
BCCM
880
Bridge Creek Capital Management
Massachusetts
$5.5M +$100K +374 +2%
PIA
881
Petredis Investment Advisors
Pennsylvania
$5.49M +$63.1K +236 +1%
CI
882
Conning Inc
Connecticut
$5.47M +$483K +1,805 +10%
OMG
883
One Madison Group
New York
$5.45M +$4.01M +15,000 +300%
PIM
884
Peregrine Investment Management
Ontario, Canada
$5.45M +$5.35M +20,000 New
DAS
885
Dynamic Advisor Solutions
Arizona
$5.4M -$121K -451 -2%
1C
886
111 Capital
France
$5.39M +$1.34M +5,007 +34%
SWM
887
Sendero Wealth Management
Texas
$5.39M +$5.28M +19,762 New
VI
888
Vestcor Inc
New Brunswick, Canada
$5.39M +$342K +1,280 +7%
LDB
889
Lee, Danner & Bass
Tennessee
$5.38M +$5.27M +19,720 New
BIP
890
Bouvel Investment Partners
Pennsylvania
$5.37M +$47.1K +176 +0.9%
B
891
Bailard
California
$5.34M -$47.6K -178 -0.9%
PWP
892
Private Wealth Partners
California
$5.33M -$127K -475 -2%
IA
893
IFP Advisors
Florida
$5.32M +$2.27M +8,483 +77%
HW
894
Hancock Whitney
Mississippi
$5.32M +$1.9M +7,102 +57%
EIM
895
Essex Investment Management
Massachusetts
$5.32M -$118K -443 -2%
SAM
896
Smithbridge Asset Management
Pennsylvania
$5.31M -$182K -681 -3%
WTC
897
WhitTier Trust Company
Nevada
$5.3M -$10.1M -37,593 -66%
EB
898
Eastern Bank
Massachusetts
$5.27M -$11.5M -43,054 -69%
CIG
899
Consolidated Investment Group
Colorado
$5.27M – – –
AFG
900
Atomi Financial Group
New York
$5.25M +$460K +1,722 +10%
34 35
36
37 38