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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
1026
Stansberry Asset Management
Texas
$3.17M +$2.41M +9,553 +249%
AA
1027
Altrafin AG
$3.17M +$262K +1,037 +8%
HWM
1028
Hohimer Wealth Management
Washington
$3.17M +$3.06M +12,151 +1,009%
IWM
1029
IHT Wealth Management
Illinois
$3.16M -$454K -1,802 -12%
FAB
1030
First American Bank
Illinois
$3.15M +$2.21M +8,772 +193%
ECM
1031
Everence Capital Management
Indiana
$3.15M -$1.46M -5,800 -30%
KCM
1032
Kornitzer Capital Management
Kansas
$3.14M -$3.08M -12,215 -48%
MCM
1033
MV Capital Management
Maryland
$3.13M +$707K +2,805 +27%
MWM
1034
Marion Wealth Management
Pennsylvania
$3.11M +$34.6K +137 +1%
PCIG
1035
Partners Capital Investment Group
Massachusetts
$3.1M – – –
HAS
1036
HBW Advisory Services
California
$3.1M +$186K +738 +6%
RT
1037
Rockland Trust
Massachusetts
$3.1M +$3.03M +12,017 +1,146%
OIA
1038
OneDigital Investment Advisors
Kansas
$3.09M -$6.09M -24,166 -65%
BRWA
1039
B. Riley Wealth Advisors
Florida
$3.08M +$34K +135 +1%
MCCP
1040
Mission Creek Capital Partners
California
$3.07M +$1.34M +5,324 +70%
BDWCC
1041
B&D White Capital Company
Texas
$3.07M +$3.27M +12,950 New
CIA
1042
Cohen Investment Advisors
New Hampshire
$3.07M +$190K +753 +6%
CA
1043
CGN Advisors
Kansas
$3.06M +$77.4K +307 +2%
FFWA
1044
FRG Family Wealth Advisors
Washington
$3.06M -$827K -3,280 -20%
GMA
1045
Glassy Mountain Advisors
Maryland
$3.06M -$1.26K -5 -0%
WAS
1046
Winch Advisory Services
Wisconsin
$3.06M -$2.27K -9 -0.1%
HS
1047
HighVista Strategies
Massachusetts
$3.05M +$429K +1,700 +15%
VCM
1048
Verde Capital Management
Michigan
$3.04M +$957K +3,796 +42%
FHC
1049
First Horizon Corporation
Tennessee
$3.03M +$3.23M +12,797 New
EWM
1050
EPG Wealth Management
Georgia
$3.03M +$1.27M +5,020 +65%
40 41
42
43 44