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CMG

Name Holding Trade Value Shares
Change 		Change in
Stake
ECM
426
Everence Capital Management
Indiana
$1.12M – – –
HIA
427
Harbor Investment Advisory
Maryland
$1.11M -$9.1K -250 -0.8%
VIA
428
Vident Investment Advisory
Georgia
$1.11M -$74.6K -2,050 -6%
NIM
429
NuWave Investment Management
New Jersey
$1.1M +$1.1M +30,250 New
V
430
Veritable
Delaware
$1.09M -$29.1K -800 -3%
BZWA
431
Blue Zone Wealth Advisors
California
$1.07M – – –
FT
432
Fiduciary Trust
Massachusetts
$1.07M -$5.46K -150 -0.5%
DMBA
433
Deseret Mutual Benefit Administrators
Utah
$1.07M +$980K +26,950 +1,100%
PA
434
Profund Advisors
Maryland
$1.06M -$175K -4,800 -14%
RFC
435
Regions Financial Corp
Alabama
$1.06M +$34.6K +950 +3%
CT
436
Chicago Trust
Illinois
$1.06M +$1.06M +29,200 New
SWM
437
SeaCrest Wealth Management
New York
$1.05M +$260K +7,150 +33%
PSP
438
Principal Street Partners
Tennessee
$1.05M -$389K -10,700 -27%
KPWS
439
Kestra Private Wealth Services
Texas
$1.04M +$342K +9,400 +49%
CIM
440
Contravisory Investment Management
Massachusetts
$1.03M -$16.4K -450 -2%
EGM
441
Engineers Gate Manager
New York
$1.03M +$1.03M +28,400 New
AP
442
Advisor Partners
California
$1.03M +$60K +1,650 +6%
CWM
443
Calamos Wealth Management
Illinois
$1.01M +$69.1K +1,900 +7%
WAM
444
World Asset Management
Michigan
$1M -$106K -2,900 -9%
RWB
445
RMR Wealth Builders
New Jersey
$983K – – –
BCI
446
Brinker Capital Investments
Pennsylvania
$971K – – –
BA
447
Ballew Advisors
Mississippi
$967K +$968K +26,600 New
NB
448
Nicolet Bankshares
Wisconsin
$964K +$120K +3,300 +14%
IP
449
Interval Partners
New York
$954K +$409K +11,250 +75%
WT
450
Whittier Trust
California
$923K -$855K -23,500 -48%
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