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CMG

Name Holding Trade Value Shares
Change 		Change in
Stake
TAM
476
Tradition Asset Management
Virginia
$230K +$222K +15,750 New
WS
477
Wedbush Securities
California
$226K -$91.6K -6,500 -30%
B
478
Bailard
California
$220K +$211K +15,000 New
LWCFA
479
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$218K -$36K -2,550 -15%
FANJ
480
Financial Architects (New Jersey)
New Jersey
$217K -$5.64K -400 -3%
SP
481
Successful Portfolios
Florida
$217K -$4.93K -350 -2%
SCA
482
Spearhead Capital Advisors
Florida
$216K +$208K +14,750 New
CCA
483
Checchi Capital Advisers
California
$207K -$3.52K -250 -2%
CAM
484
Cresset Asset Management
Illinois
$202K -$117K -8,300 -38%
QI
485
QS Investors
New York
$201K – – –
PG
486
Pendal Group
Australia
$196K -$10.6K -750 -5%
EMG
487
ETF Managers Group
New Jersey
$193K +$188K +13,300 New
PHK
488
Point72 Hong Kong
Hong Kong
$186K -$73.3K -5,200 -29%
GAM
489
GQ Asset Management
New York
$179K -$55K -3,900 -24%
BWP
490
Baldwin Wealth Partners
Massachusetts
$177K -$229K -16,250 -57%
CFGS
491
Concourse Financial Group Securities
Alabama
$171K +$148K +10,500 +875%
ACM
492
AUA Capital Management
Pennsylvania
$166K – – –
PMFA
493
Plante Moran Financial Advisors
Michigan
$158K -$705 -50 -0.5%
AC
494
Avestar Capital
New York
$148K -$12K -850 -7%
TCM
495
Tradewinds Capital Management
Washington
$147K – – –
CL
496
CSS LLC
Illinois
$147K +$141K +10,000 New
SFSIG
497
San Francisco Sentry Investment Group
California
$140K -$7.75K -550 -5%
WTC
498
WhitTier Trust Company
Nevada
$133K – – –
CYG
499
Clean Yield Group
Vermont
$128K – – –
BAM
500
Belpointe Asset Management
Nevada
$120K +$116K +8,200 New
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