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CMG

Name Holding Trade Value Shares
Change 		Change in
Stake
AP
426
Appleton Partners
Massachusetts
$943K +$867K +30,400 New
IMRF
427
Illinois Municipal Retirement Fund
Illinois
$940K -$1.3M -45,650 -60%
OPW
428
Oxler Private Wealth
New York
$928K +$855K +29,950 New
FT
429
Fiduciary Trust
Massachusetts
$919K +$489K +17,150 +137%
BZWA
430
Blue Zone Wealth Advisors
California
$916K -$200K -7,000 -19%
CIM
431
Contravisory Investment Management
Massachusetts
$895K -$25.7K -900 -3%
RFC
432
Regions Financial Corp
Alabama
$876K +$411K +14,400 +104%
TRCT
433
Tower Research Capital (TRC)
New York
$865K -$1.84M -64,350 -70%
RWB
434
RMR Wealth Builders
New Jersey
$839K – – –
TCM
435
Twin Capital Management
Pennsylvania
$833K +$364K +12,750 +90%
AP
436
Advisor Partners
California
$828K -$11.4K -400 -1%
WS
437
Wedbush Securities
California
$812K +$268K +9,400 +56%
WAP
438
Wealthcare Advisory Partners
Pennsylvania
$805K +$1.43K +50 +0.2%
CWM
439
Calamos Wealth Management
Illinois
$800K +$15.7K +550 +2%
PSUF
440
People's United Financial
Connecticut
$786K +$5.71K +200 +0.8%
DCM
441
Driehaus Capital Management
Illinois
$775K -$1.82M -63,800 -72%
MECA
442
Miller Equity Capital Advisors
Texas
$775K – – –
PFPT
443
Pinnacle Financial Partners (Tennessee)
Tennessee
$763K +$31.4K +1,100 +5%
PWA
444
Pinnacle Wealth Advisors
Tennessee
$763K +$702K +24,600 New
SP
445
Successful Portfolios
Florida
$746K +$24.3K +850 +4%
SAM
446
Strategy Asset Managers
California
$744K -$218K -7,650 -24%
HAG
447
HighPoint Advisor Group
Illinois
$732K -$788K -27,600 -54%
BCWM
448
Bartlett & Co Wealth Management
Ohio
$730K – – –
BC
449
Bartlett & Co
Ohio
$730K – – –
NB
450
Nicolet Bankshares
Wisconsin
$719K +$213K +7,450 +47%
16 17
18
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