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CMG

Name Holding Trade Value Shares
Change 		Change in
Stake
SICM
476
Sustainable Insight Capital Management
New York
$839K -$714K -23,900 -44%
BRCM
477
Bright Rock Capital Management
Massachusetts
$832K – – –
V
478
Veritable
Delaware
$830K -$17.9K -600 -2%
BC
479
Brookfield Corp
Ontario, Canada
$830K +$893K +29,900 New
CT
480
Chicago Trust
Illinois
$820K +$16.4K +550 +2%
MGWM
481
Marks Group Wealth Management
Minnesota
$819K +$881K +29,500 New
AFA
482
Abacus FCF Advisors
Florida
$814K -$17.9K -600 -2%
BAM
483
Blueshift Asset Management
New Jersey
$805K +$866K +29,000 New
PTC
484
Petrus Trust Company
Texas
$803K +$650K +21,750 +302%
SCA
485
Snowden Capital Advisors
New York
$798K +$5.98K +200 +0.7%
IDBONY
486
Israel Discount Bank of New York
New York
$790K +$181K +6,050 +27%
CG
487
Colony Group
Massachusetts
$787K +$847K +28,350 New
BFO
488
Biltmore Family Office
North Carolina
$787K +$847K +28,350 New
KFGK
489
Keystone Financial Group (Kentucky)
Kentucky
$783K -$12K -400 -1%
AAM
490
Advisors Asset Management
Colorado
$778K +$86.6K +2,900 +12%
VCM
491
Virtue Capital Management
Tennessee
$759K +$566K +18,950 +226%
YDMI
492
Y.D. More Investments
Israel
$759K +$807K +27,000 New
IMRF
493
Illinois Municipal Retirement Fund
Illinois
$756K -$4.57M -152,950 -85%
TI
494
Tidal Investments
Wisconsin
$748K +$805K +26,950 New
LNWWM
495
Laird Norton Wetherby Wealth Management
California
$740K -$61.3K -2,050 -7%
NAM
496
NorthCrest Asset Manangement
Minnesota
$730K – – –
AO
497
Advisor OS
Illinois
$723K +$37.3K +1,250 +5%
PAS
498
Park Avenue Securities
New York
$709K +$146K +4,900 +24%
RWB
499
RMR Wealth Builders
New Jersey
$706K – – –
CNC
500
Canandaigua National Corp
New York
$706K – – –
18 19
20
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