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CMG

Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
551
Meeder Asset Management
Ohio
$506K +$86.8K +2,800 +20%
BSW
552
Buckingham Strategic Wealth
Missouri
$505K +$43.4K +1,400 +9%
FNBOH
553
First National Bank of Hutchinson
Kansas
$505K +$521K +16,800 New
TAM
554
Trillium Asset Management
Massachusetts
$503K -$26.3K -850 -5%
MYLI
555
Meiji Yasuda Life Insurance
Japan
$500K +$127K +4,100 +33%
WWM
556
Western Wealth Management
Colorado
$498K +$146K +4,700 +40%
IAN
557
Integrated Advisors Network
Texas
$496K -$83.7K -2,700 -14%
ADL
558
Asset Dedication LLC
California
$486K +$494K +15,950 New
SSA
559
Schonfeld Strategic Advisors
New York
$486K +$501K +16,150 New
JCIA
560
Jackson Creek Investment Advisors
Colorado
$479K +$3.1K +100 +0.6%
TAM
561
Trust Asset Management
Texas
$479K +$32.5K +1,050 +7%
ZB
562
Zions Bancorporation
Utah
$475K +$10.8K +350 +2%
SA
563
Syntax Advisors
New York
$473K -$105K -3,400 -18%
VCG
564
Vantage Consulting Group
Virginia
$473K -$105K -3,400 -18%
AAS
565
Ameritas Advisory Services
Nebraska
$473K +$1.55K +50 +0.3%
AAS
566
Avantax Advisory Services
Texas
$472K +$68.2K +2,200 +16%
MSFS
567
Main Street Financial Solutions
Pennsylvania
$467K – – –
CMTU
568
Capital Markets Trading (UK)
United Kingdom
$466K +$480K +15,500 New
BCM
569
Boltwood Capital Management
California
$464K – – –
BS
570
Bessemer Securities
New York
$461K – – –
DC
571
Davenport & Co
Virginia
$457K -$97.6K -3,150 -17%
MCM
572
MAI Capital Management
Ohio
$454K +$71.3K +2,300 +18%
WA
573
Wealth Alliance
New York
$454K +$121K +3,900 +35%
GRP
574
Global Retirement Partners
California
$452K +$26.3K +850 +6%
ME
575
McIlrath & Eck
Washington
$451K – – –
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