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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
OAM
1026
Occidental Asset Management
California
$3.88M +$640K +2,395 +20%
SCP
1027
Stamos Capital Partners
California
$3.87M +$1.81M +6,784 +92%
SC
1028
Savant Capital
Illinois
$3.85M +$216K +807 +6%
CCIA
1029
Campbell & Co Investment Adviser
Maryland
$3.84M -$2.39M -8,938 -39%
ACM
1030
Aster Capital Management
United Arab Emirates
$3.84M +$2.85M +10,655 +311%
OTL
1031
Oak Thistle LLC
New York
$3.83M +$1.98M +7,404 +112%
PIWA
1032
Prevail Innovative Wealth Advisors
Kansas
$3.83M +$3.75M +14,027 New
WBC
1033
Westpac Banking Corp
Australia
$3.8M +$912K +3,411 +32%
CCP
1034
Clarity Capital Partners
California
$3.8M -$198K -742 -5%
CGIM
1035
Capital Group Investment Management
Singapore
$3.76M +$218K +816 +6%
WR
1036
WD Rutherford
Oregon
$3.74M -$81.5K -305 -2%
KIA
1037
KCM Investment Advisors
California
$3.7M +$10.4K +39 +0.3%
HH
1038
Hilltop Holdings
Texas
$3.7M +$469K +1,756 +15%
CAM
1039
Cozad Asset Management
Illinois
$3.69M -$209K -782 -5%
RWM
1040
Rockline Wealth Management
New York
$3.68M +$187K +698 +5%
MA
1041
Mutual Advisors
Nebraska
$3.67M +$449K +1,679 +14%
MJP
1042
Michael J. Puzo
$3.67M +$621K +2,322 +21%
WMA
1043
West Michigan Advisors
Michigan
$3.66M +$3.04M +11,358 +551%
JGUA
1044
John G. Ullman & Associates
New York
$3.62M -$132K -492 -4%
IIA
1045
IPG Investment Advisors
California
$3.61M +$767K +2,869 +28%
DBG
1046
De Burlo Group
Massachusetts
$3.6M -$373K -1,395 -10%
RBA
1047
Richard Bernstein Advisors
New York
$3.6M – – –
IAN
1048
Integrated Advisors Network
Texas
$3.6M -$298K -1,114 -8%
MC
1049
Machina Capital
France
$3.59M +$2.83M +10,601 +411%
KOCAA
1050
Knights of Columbus Asset Advisors
Connecticut
$3.59M -$8.7M -32,542 -71%
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