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CMG

Name Holding Trade Value Shares
Change 		Change in
Stake
BSW
551
Buckingham Strategic Wealth
Missouri
$505K +$43.4K +1,400 +9%
FNBOH
552
First National Bank of Hutchinson
Kansas
$505K +$521K +16,800 New
TAM
553
Trillium Asset Management
Massachusetts
$503K -$26.3K -850 -5%
MYLI
554
Meiji Yasuda Life Insurance
Japan
$500K +$127K +4,100 +33%
WWM
555
Western Wealth Management
Colorado
$498K +$146K +4,700 +40%
IAN
556
Integrated Advisors Network
Texas
$496K -$83.7K -2,700 -14%
ADL
557
Asset Dedication LLC
California
$486K +$494K +15,950 New
SSA
558
Schonfeld Strategic Advisors
New York
$486K +$501K +16,150 New
JCIA
559
Jackson Creek Investment Advisors
Colorado
$479K +$3.1K +100 +0.6%
TAM
560
Trust Asset Management
Texas
$479K +$32.5K +1,050 +7%
ZB
561
Zions Bancorporation
Utah
$475K +$10.8K +350 +2%
SA
562
Syntax Advisors
New York
$473K -$105K -3,400 -18%
VCG
563
Vantage Consulting Group
Virginia
$473K -$105K -3,400 -18%
AAS
564
Ameritas Advisory Services
Nebraska
$473K +$1.55K +50 +0.3%
AAS
565
Avantax Advisory Services
Texas
$472K +$68.2K +2,200 +16%
MSFS
566
Main Street Financial Solutions
Pennsylvania
$467K – – –
CMTU
567
Capital Markets Trading (UK)
United Kingdom
$466K +$480K +15,500 New
BCM
568
Boltwood Capital Management
California
$464K – – –
BS
569
Bessemer Securities
New York
$461K – – –
DC
570
Davenport & Co
Virginia
$457K -$97.6K -3,150 -17%
MCM
571
MAI Capital Management
Ohio
$454K +$71.3K +2,300 +18%
WA
572
Wealth Alliance
New York
$454K +$121K +3,900 +35%
GRP
573
Global Retirement Partners
California
$452K +$26.3K +850 +6%
ME
574
McIlrath & Eck
Washington
$451K – – –
MFS
575
Monetta Financial Services
Illinois
$451K +$465K +15,000 New
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