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CMG

Name Holding Trade Value Shares
Change 		Change in
Stake
GT
526
Greenleaf Trust
Michigan
$594K +$15.8K +450 +3%
NSB
527
Norway Savings Bank
Maine
$594K +$109K +3,100 +22%
APA
528
American Portfolios Advisors
New York
$589K +$38.7K +1,100 +7%
CIA
529
Choate Investment Advisors
Massachusetts
$589K – – –
UBG
530
United Bank (Georgia)
Georgia
$584K +$588K +16,700 New
ACA
531
Atlas Capital Advisors
Wyoming
$580K -$49.3K -1,400 -8%
CWM
532
Circle Wealth Management
New Jersey
$580K +$5.28K +150 +0.9%
JCIA
533
Jackson Creek Investment Advisors
Colorado
$575K -$3.52K -100 -0.6%
AIM
534
Anchor Investment Management
South Carolina
$570K +$61.6K +1,750 +12%
CCMG
535
Clark Capital Management Group
Pennsylvania
$565K -$51.1K -1,450 -8%
ADL
536
Asset Dedication LLC
California
$565K -$14.1K -400 -2%
VCG
537
Vantage Consulting Group
Virginia
$565K +$88K +2,500 +18%
SA
538
Syntax Advisors
New York
$565K +$569K +16,150 New
MCM
539
MAI Capital Management
Ohio
$563K +$3.52K +100 +0.6%
TWC
540
TD Waterhouse Canada
Ontario, Canada
$559K +$583K +16,550 New
RMC
541
Resources Management Corp
Connecticut
$554K +$146K +4,150 +35%
AIC
542
Archer Investment Corporation
Indiana
$552K – – –
SPC
543
Sigma Planning Corp
Michigan
$552K -$308K -8,750 -36%
DAS
544
Dynamic Advisor Solutions
Arizona
$549K +$7.04K +200 +1%
GFP
545
Gryphon Financial Partners
Ohio
$547K – – –
TMAM
546
Tokio Marine Asset Management
Japan
$547K +$45.8K +1,300 +9%
BSW
547
Buckingham Strategic Wealth
Missouri
$544K -$12.3K -350 -2%
PFG
548
PAX Financial Group
Texas
$538K +$118K +3,350 +28%
BCM
549
BTC Capital Management
Iowa
$538K +$144K +4,100 +36%
VAS
550
Vestmark Advisory Solutions
Massachusetts
$538K +$315K +8,950 +139%
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