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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
GKIM
2126
GW&K Investment Management
Massachusetts
$80K +$14.5K +67 +21%
MFT
2127
Moisand Fitzgerald Tamayo
Florida
$77.9K +$47.5K +220 +134%
AIC
2128
Archer Investment Corporation
Indiana
$75.4K – – –
GM
2129
GeoWealth Management
Illinois
$75K -$47.5K -220 -37%
CSWM
2130
Cassady Schiller Wealth Management
Ohio
$74K – – –
RA
2131
Rise Advisors
New York
$73K +$43.4K +201 +126%
CHC
2132
City Holding Co
West Virginia
$73K – – –
ECM
2133
Estabrook Capital Management
New York
$67.1K – – –
LOIP
2134
Live Oak Investment Partners
Texas
$66.9K – – –
BHWM
2135
Bay Harbor Wealth Management
Maryland
$65.5K +$1.95K +9 +3%
CCA
2136
Column Capital Advisors
Indiana
$64.9K -$1.51K -7 -2%
IPW
2137
Impact Partnership Wealth
Georgia
$64.9K +$48K +222 +227%
FWA
2138
FSC Wealth Advisors
New York
$64.5K – – –
JWA
2139
JFS Wealth Advisors
Pennsylvania
$64.3K +$1.95K +9 +3%
CB
2140
Community Bank
New York
$63.7K – – –
MLA
2141
MB, Levis & Associates
Pennsylvania
$63.1K – – –
OAJ
2142
Ogorek Anthony Joseph
New York
$63K -$2.38K -11 -3%
PHAM
2143
Portland Hill Asset Management
United Kingdom
$63K – – –
BONH
2144
Bank of New Hampshire
New Hampshire
$62.9K – – –
MS
2145
Mizuho Securities
Japan
$60.8K -$618K -2,860 -91%
ACM
2146
Antonetti Capital Management
Florida
$60.8K – – –
NCM
2147
Northwest Capital Management
Oregon
$60.8K – – –
GFPC
2148
Global Financial Private Client
Florida
$60.5K +$864 +4 +1%
LCM
2149
Logan Capital Management
Pennsylvania
$60.4K – – –
DAM
2150
Delta Asset Management
Tennessee
$59.2K – – –
84 85
86
87 88