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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
1026
Sagespring Wealth Partners
Tennessee
$4.94M +$4.71M +14,765 New
FTWA
1027
Fifth Third Wealth Advisors
Ohio
$4.92M +$233K +731 +5%
BHWM
1028
Bar Harbor Wealth Management
New Hampshire
$4.9M +$200K +627 +4%
AI
1029
Aperture Investors
New York
$4.89M – – –
PGFC
1030
Peapack-Gladstone Financial Corp
New Jersey
$4.87M -$440K -1,378 -9%
SIP
1031
Stoneridge Investment Partners
Pennsylvania
$4.85M -$1.73M -5,428 -27%
BHA
1032
Beech Hill Advisors
New York
$4.84M -$86.2K -270 -2%
CAM
1033
Cozad Asset Management
Illinois
$4.82M +$45.6K +143 +1%
MA
1034
Modus Advisors
Minnesota
$4.82M +$18.8K +59 +0.4%
KTM
1035
Keeler Thomas Management
Utah
$4.8M -$81.7K -256 -2%
SWM
1036
Spire Wealth Management
Virginia
$4.79M -$1.37M -4,280 -23%
PAG
1037
Private Advisory Group
Washington
$4.75M +$229K +716 +5%
KHLMTHM
1038
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$4.73M – – –
GWM
1039
Geneos Wealth Management
Colorado
$4.73M -$28.7K -90 -0.6%
WWM
1040
Western Wealth Management
Colorado
$4.72M +$387K +1,213 +9%
MSA
1041
MUFG Securities Americas
New York
$4.72M +$4.5M +14,112 New
HZ
1042
Hixon Zuercher
Ohio
$4.7M -$245K -767 -5%
NB
1043
NBT Bank
New York
$4.67M -$114K -358 -2%
WR
1044
WD Rutherford
Oregon
$4.67M -$5.42K -17 -0.1%
TNA
1045
True North Advisors
Texas
$4.66M +$3.88M +12,146 +674%
FCM
1046
Fortis Capital Management
Washington
$4.66M +$1.01M +3,164 +29%
SWM
1047
Sendero Wealth Management
Texas
$4.65M -$2.8M -8,768 -39%
VIS
1048
Vega Investment Solutions
France
$4.64M +$4.43M +13,880 New
RI
1049
Redwood Investments
Massachusetts
$4.64M -$41.8K -131 -0.9%
JHCP
1050
Jackson Hole Capital Partners
Oklahoma
$4.62M +$302K +947 +7%
40 41
42
43 44