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CMG

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
526
Scotia Capital
Ontario, Canada
$289K +$24.1K +1,000 +9%
IF
527
IRON Financial
Illinois
$289K +$26.5K +1,100 +10%
CP
528
Camelot Portfolios
Ohio
$286K -$1.21K -50 -0.4%
LTI
529
Laffer Tengler Investments
Tennessee
$282K +$107K +4,450 +64%
PWAG
530
Polaris Wealth Advisory Group
California
$277K +$266K +11,050 New
EF
531
Empirical Finance
Pennsylvania
$276K +$268K +11,100 New
PWAP
532
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$275K – – –
LOAME
533
Lombard Odier Asset Management (Europe)
United Kingdom
$275K +$266K +11,050 New
BOH
534
Bank of Hawaii
Hawaii
$274K -$313K -13,000 -54%
MYAM
535
Meiji Yasuda Asset Management
Japan
$272K -$217K -9,000 -45%
AIC
536
Ameritas Investment Company
Nebraska
$272K – – –
EWA
537
EP Wealth Advisors
California
$269K -$42.2K -1,750 -14%
GIA
538
Gateway Investment Advisers
Ohio
$265K +$10.8K +450 +4%
IFWM
539
Institute for Wealth Management
Colorado
$262K – – –
SAM
540
SP Asset Management
California
$262K +$241K +10,000 New
PP
541
PDT Partners
New York
$259K +$251K +10,400 New
BFWA
542
Benchmark Financial Wealth Advisors
Florida
$257K – – –
LOAMS
543
Lombard Odier Asset Management (Switzerland)
Switzerland
$257K +$249K +10,350 New
ZCA
544
Zeke Capital Advisors
Pennsylvania
$256K +$248K +10,300 New
IA
545
IndexIQ Advisors
New York
$255K +$149K +6,200 +153%
GIA
546
GHP Investment Advisors
Colorado
$251K +$243K +10,100 New
TA
547
TCG Advisors
Texas
$249K -$60.3K -2,500 -20%
LF
548
Lee Financial
Texas
$249K – – –
MTC
549
McDaniel Terry & Co
Texas
$249K – – –
JWM
550
Jeppson Wealth Management
California
$249K +$241K +10,000 New
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