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CAG

Name Holding Trade Value Shares
Change 		Change in
Stake
VCG
651
Vantage Consulting Group
Virginia
$224K -$36.9K -1,018 -15%
SAM
652
Sompo Asset Management
Japan
$223K +$209K +5,770 New
KMWM
653
Keudell/Morrison Wealth Management
Oregon
$222K +$208K +5,734 New
CI
654
Cigna Investments
Connecticut
$221K +$207K +5,716 New
PFM
655
Patton Fund Management
Texas
$221K +$207K +5,723 New
PA
656
Profund Advisors
Maryland
$220K +$206K +5,683 New
ERIC
657
Eagle Rock Investment Company
Georgia
$218K +$195K +5,388 New
FFC
658
First Financial Corp
Indiana
$217K -$6.89K -190 -3%
BAM
659
Bosun Asset Management
Illinois
$217K +$203K +5,600 New
EP
660
Edgestream Partners
New Jersey
$215K +$201K +5,544 New
SPP
661
Single Point Partners
Massachusetts
$214K +$200K +5,523 New
MAM
662
Martingale Asset Management
Massachusetts
$214K +$200K +5,529 New
CG
663
Cutler Group
California
$213K +$39.5K +1,090 +25%
RWP
664
Ridgecrest Wealth Partners
California
$211K +$198K +5,450 New
WWM
665
Western Wealth Management
Colorado
$210K -$281K -7,758 -59%
BFO
666
Biltmore Family Office
North Carolina
$208K +$195K +5,381 New
AWM
667
Aries Wealth Management
Maine
$205K +$192K +5,293 New
FMAEN1
668
Fund Management at Engine No 1
California
$204K +$191K +5,275 New
FHA
669
First Horizon Advisors
Tennessee
$203K -$3.92K -108 -2%
WANY
670
Wealthspire Advisors (New York)
New York
$202K +$189K +5,223 New
MA
671
Mutual Advisors
Nebraska
$202K +$189K +5,211 New
LNC
672
Lincoln National Corp
Pennsylvania
$201K +$188K +5,196 New
QCG
673
Quadrant Capital Group
Ohio
$199K +$32.2K +887 +21%
CHC
674
City Holding Co
West Virginia
$176K – – –
CFGS
675
Concourse Financial Group Securities
Alabama
$173K +$92.6K +2,554 +134%
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