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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
TSWM
1001
Triangle Securities Wealth Management
North Carolina
$2.22M -$3.66K -17 -0.2%
DPIM
1002
Duff & Phelps Investment Management
Illinois
$2.22M +$138K +640 +7%
JSL
1003
JT Stratford LLC
Georgia
$2.21M +$453K +2,107 +25%
IIA
1004
IPG Investment Advisors
California
$2.2M +$497K +2,310 +29%
MJB
1005
Mark J. Bradley
$2.2M +$58.1K +270 +3%
RDWM
1006
Red Door Wealth Management
Tennessee
$2.2M +$280K +1,299 +14%
CC
1007
Claybrook Capital
Massachusetts
$2.2M +$75.3K +350 +4%
PJSIMP
1008
P.J. Schmidt Investment Management (PJS)
Wisconsin
$2.19M -$259K -1,202 -9%
RC
1009
Resonate Capital
California
$2.18M +$210K +977 +11%
BO
1010
Bank OZK
Arkansas
$2.18M +$290K +1,349 +15%
GCAC
1011
Guardian Capital Advisors (Canada)
Ontario, Canada
$2.17M +$394K +1,831 +20%
IWS
1012
Insight Wealth Strategies
California
$2.17M +$119K +555 +6%
SBH
1013
Segall Bryant & Hamill
Illinois
$2.17M -$30.3K -141 -1%
BC
1014
Breakline Capital
New York
$2.17M -$1.98M -9,215 -47%
SWM
1015
Segment Wealth Management
Texas
$2.15M +$212K +984 +11%
LPT
1016
Legacy Private Trust
Wisconsin
$2.15M +$586K +2,725 +37%
MMG
1017
Monetary Management Group
Missouri
$2.14M -$903K -4,195 -29%
DGAM
1018
Desjardins Global Asset Management
Quebec, Canada
$2.14M -$356K -1,653 -14%
TA
1019
Townsend & Associates
Colorado
$2.14M +$143K +666 +7%
WI
1020
Wintrust Investments
Illinois
$2.13M -$425K -1,975 -17%
RSVP
1021
Ramsay Stattman Vela & Price
Colorado
$2.13M +$2.16M +10,025 New
SC
1022
Savant Capital
Illinois
$2.13M +$148K +689 +7%
ZCM
1023
Zenyatta Capital Management
Delaware
$2.12M +$2.15M +10,000 New
WA
1024
Winfield Associates
Ohio
$2.12M -$45K -209 -2%
LMKC
1025
L.M. Kohn & Company
Ohio
$2.1M +$2.13M +9,899 New
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