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CMG

Name Holding Trade Value Shares
Change 		Change in
Stake
CB
551
CNB Bank
Pennsylvania
$647K -$26.7K -850 -4%
WFC
552
Western Financial Corp
California
$647K +$595K +18,950 New
EWM
553
EPG Wealth Management
Georgia
$633K +$231K +7,350 +66%
PFO
554
Pathstone Family Office
New Jersey
$632K -$1.2M -38,050 -67%
PGFC
555
Peapack-Gladstone Financial Corp
New Jersey
$630K – – –
HI
556
Horizon Investments
North Carolina
$629K -$203K -6,450 -26%
CCM
557
Coldstream Capital Management
Washington
$625K +$4.71K +150 +0.8%
PMA
558
Prudent Man Advisors
Illinois
$622K -$1.57K -50 -0.3%
CWM
559
Circle Wealth Management
New Jersey
$622K – – –
TF
560
TIAA FSB
Florida
$620K +$59.7K +1,900 +12%
YIA
561
YHB Investment Advisors
Connecticut
$612K – – –
AFC
562
AFT Forsyth & Company
Florida
$608K -$7.86K -250 -1%
SPIA
563
Steward Partners Investment Advisory
New York
$606K +$9.43K +300 +2%
PA
564
Parallel Advisors
California
$603K -$25.1K -800 -4%
FNBOH
565
First National Bank of Hutchinson
Kansas
$601K +$20.4K +650 +4%
MYAM
566
Meiji Yasuda Asset Management
Japan
$601K -$28.3K -900 -5%
SFI
567
Siemens Fonds Invest
Germany
$600K -$4.71K -150 -0.8%
HWM
568
HB Wealth Management
Georgia
$598K +$134K +4,250 +32%
ZB
569
Zions Bancorporation
Utah
$589K -$15.7K -500 -3%
LWCFA
570
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$586K -$189K -6,000 -26%
ICG
571
InterOcean Capital Group
Tennessee
$586K -$14.1K -450 -3%
AIP
572
Ameritas Investment Partners
Nebraska
$584K – – –
AA
573
Ancora Advisors
Ohio
$583K – – –
CI
574
Cigna Investments
Connecticut
$576K -$11K -350 -2%
FMAEN1
575
Fund Management at Engine No 1
California
$572K +$47.1K +1,500 +10%
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