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CMG

Name Holding Trade Value Shares
Change 		Change in
Stake
GAM
451
Gotham Asset Management
New York
$2.01M +$1.86M +47,000 New
SS
452
Simplicity Solutions
Minnesota
$2M +$401K +10,150 +28%
AWM
453
AE Wealth Management
Kansas
$1.99M +$57.4K +1,450 +3%
MSFS
454
Main Street Financial Solutions
Pennsylvania
$1.94M +$396K +10,000 +28%
LCM
455
Laurion Capital Management
New York
$1.89M +$1.75M +44,150 New
AIM
456
Aigen Investment Management
New York
$1.88M +$1.74M +44,000 New
CA
457
CoreCap Advisors
Michigan
$1.88M +$1.73M +43,850 New
NB
458
Nicolet Bankshares
Wisconsin
$1.87M +$847K +21,400 +51%
GC
459
Garde Capital
Washington
$1.86M – – –
NMIMC
460
Northwestern Mutual Investment Management Company
Wisconsin
$1.86M +$3.96K +100 +0.2%
1SB
461
1ST Source Bank
Indiana
$1.85M -$91K -2,300 -5%
EF
462
Empirical Finance
Pennsylvania
$1.84M +$192K +4,850 +13%
SC
463
Sepio Capital
Utah
$1.81M +$5.93K +150 +0.4%
OSAM
464
O'Shaughnessy Asset Management
Connecticut
$1.78M +$318K +8,050 +24%
BTW
465
Boston Trust Walden
Massachusetts
$1.78M – – –
PFO
466
Pathstone Family Office
New Jersey
$1.77M +$795K +20,100 +109%
SFG
467
Synergy Financial Group
California
$1.76M -$81.1K -2,050 -5%
EWA
468
EP Wealth Advisors
California
$1.74M -$332M -8,404,700 -88%
BFG
469
Bleakley Financial Group
New Jersey
$1.74M +$158K +4,000 +11%
WB
470
WesBanco Bank
West Virginia
$1.72M – – –
GW
471
GW & Wade
Massachusetts
$1.71M +$3.96K +100 +0.3%
UBG
472
United Bank (Georgia)
Georgia
$1.7M -$123K -3,100 -7%
PHIC
473
Pine Haven Investment Counsel
Massachusetts
$1.7M -$67.2K -1,700 -4%
MCA
474
Martin Capital Advisors
Texas
$1.69M +$61.3K +1,550 +4%
LGF
475
LGT Group Foundation
Liechtenstein
$1.69M -$223K -5,650 -13%
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