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CMG

Name Holding Trade Value Shares
Change 		Change in
Stake
LWCFA
476
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$218K -$36K -2,550 -15%
FANJ
477
Financial Architects (New Jersey)
New Jersey
$217K -$5.64K -400 -3%
SP
478
Successful Portfolios
Florida
$217K -$4.93K -350 -2%
SCA
479
Spearhead Capital Advisors
Florida
$216K +$208K +14,750 New
CCA
480
Checchi Capital Advisers
California
$207K -$3.52K -250 -2%
CAM
481
Cresset Asset Management
Illinois
$202K -$117K -8,300 -38%
QI
482
QS Investors
New York
$201K – – –
PG
483
Pendal Group
Australia
$196K -$10.6K -750 -5%
EMG
484
ETF Managers Group
New Jersey
$193K +$188K +13,300 New
PHK
485
Point72 Hong Kong
Hong Kong
$186K -$73.3K -5,200 -29%
GAM
486
GQ Asset Management
New York
$179K -$55K -3,900 -24%
BWP
487
Baldwin Wealth Partners
Massachusetts
$177K -$229K -16,250 -57%
CFGS
488
Concourse Financial Group Securities
Alabama
$171K +$148K +10,500 +875%
ACM
489
AUA Capital Management
Pennsylvania
$166K – – –
PMFA
490
Plante Moran Financial Advisors
Michigan
$158K -$705 -50 -0.5%
AC
491
Avestar Capital
New York
$148K -$12K -850 -7%
TCM
492
Tradewinds Capital Management
Washington
$147K – – –
CL
493
CSS LLC
Illinois
$147K +$141K +10,000 New
SFSIG
494
San Francisco Sentry Investment Group
California
$140K -$7.75K -550 -5%
WTC
495
WhitTier Trust Company
Nevada
$133K – – –
CYG
496
Clean Yield Group
Vermont
$128K – – –
BAM
497
Belpointe Asset Management
Nevada
$120K +$116K +8,200 New
YWP
498
YorkBridge Wealth Partners
New York
$108K -$3.52K -250 -3%
ASN
499
Advisory Services Network
Georgia
$107K +$24.7K +1,750 +31%
TCOV
500
Trust Company of Vermont
Vermont
$100K +$4.23K +300 +5%
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