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CMG

Name Holding Trade Value Shares
Change 		Change in
Stake
I
551
InceptionR
California
$812K +$259K +6,650 +43%
MWM
552
Meridian Wealth Management
Kentucky
$810K +$641K +16,450 +291%
TCM
553
Teza Capital Management
Illinois
$806K -$42.9K -1,100 -5%
MW
554
Marcum Wealth
Ohio
$804K +$9.75K +250 +1%
PAG
555
Private Advisory Group
Washington
$801K +$40.9K +1,050 +5%
AIM
556
Anchor Investment Management
South Carolina
$801K +$400K +10,250 +88%
SIA
557
Schechter Investment Advisors
Michigan
$797K -$23.4K -600 -3%
RWPA
558
Richard W. Paul & Associates
Michigan
$797K +$7.8K +200 +0.9%
WR
559
WD Rutherford
Oregon
$795K -$148K -3,800 -15%
BZWA
560
Blue Zone Wealth Advisors
California
$793K -$91.6K -2,350 -10%
GT
561
Greenleaf Trust
Michigan
$762K +$3.9K +100 +0.5%
LNC
562
Lincoln National Corp
Pennsylvania
$757K +$1.95K +50 +0.2%
HWM
563
HB Wealth Management
Georgia
$755K +$158K +4,050 +24%
TAF
564
Tredje AP-fonden
Sweden
$755K +$50.7K +1,300 +7%
PCIA
565
Prime Capital Investment Advisors
Kansas
$753K +$105K +2,700 +15%
FHB
566
First Hawaiian Bank
Hawaii
$744K -$244K -6,250 -24%
LWCFA
567
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$735K +$83.8K +2,150 +14%
RWS
568
Resolute Wealth Strategies
Mississippi
$733K -$48.7K -1,250 -6%
VCP
569
Verus Capital Partners
Arizona
$729K -$11.7K -300 -1%
CA
570
Cetera Advisors
Colorado
$729K +$162K +4,150 +26%
CIA
571
Choate Investment Advisors
Massachusetts
$724K +$54.6K +1,400 +8%
FMAEN1
572
Fund Management at Engine No 1
California
$722K +$68.2K +1,750 +10%
CWM
573
Circle Wealth Management
New Jersey
$718K +$48.7K +1,250 +7%
DWM
574
Dakota Wealth Management
Florida
$709K -$3.9K -100 -0.5%
CCM
575
Coldstream Capital Management
Washington
$700K +$9.75K +250 +1%
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