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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
NA
926
NewEdge Advisors
Louisiana
$1.5M -$292 -2 -0%
WPC
927
Wedmont Private Capital
Pennsylvania
$1.49M +$57.6K +395 +4%
IP
928
Intellectus Partners
California
$1.49M +$13.9K +95 +0.9%
S
929
SignatureFD
Georgia
$1.48M +$23.3K +160 +1%
KLWA
930
Kelly Lawrence W & Associates
California
$1.48M -$1.56M -10,700 -49%
LWAC
931
Laurel Wealth Advisors (California)
California
$1.47M -$39.3K -269 -2%
FMAEN1
932
Fund Management at Engine No 1
California
$1.46M +$210K +1,441 +15%
BMCM
933
Bryn Mawr Capital Management
Pennsylvania
$1.46M +$452K +3,096 +39%
LTI
934
Laffer Tengler Investments
Tennessee
$1.46M +$164K +1,121 +11%
HG
935
Herbst Group
Connecticut
$1.45M – – –
TPW
936
Transatlantique Private Wealth
New York
$1.44M -$245K -1,682 -13%
DIA
937
Dana Investment Advisors
Wisconsin
$1.44M -$899K -6,163 -36%
CC
938
Courier Capital
New York
$1.43M -$3.65K -25 -0.2%
IWS
939
Insight Wealth Strategies
California
$1.43M +$70.9K +486 +5%
GGHC
940
Gilder Gagnon Howe & Co
New York
$1.43M -$872K -5,976 -36%
DPIM
941
Duff & Phelps Investment Management
Illinois
$1.43M – – –
JHCP
942
Jackson Hole Capital Partners
Oklahoma
$1.43M -$103K -708 -6%
IWC
943
Integrated Wealth Concepts
Massachusetts
$1.43M -$1.06M -7,235 -40%
BTI
944
Blue Trust Inc
Georgia
$1.42M +$333K +2,284 +30%
AAM
945
Arabesque Asset Management
United Kingdom
$1.42M +$1.56M +10,701 New
MWM
946
Mission Wealth Management
California
$1.41M -$31.5K -216 -2%
ACA
947
Aptus Capital Advisors
Alabama
$1.41M -$3.36M -23,003 -68%
BCM
948
Boltwood Capital Management
California
$1.4M -$21.4K -147 -1%
ISL
949
Ingalls & Snyder LLC
New York
$1.4M -$2.16M -14,785 -58%
HW
950
Hancock Whitney
Mississippi
$1.4M -$16.6K -114 -1%
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