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CMG

Name Holding Trade Value Shares
Change 		Change in
Stake
LHC
551
Little House Capital
Massachusetts
$1.66M +$76.7K +1,500 +6%
APWM
552
Argonautica Private Wealth Management
Massachusetts
$1.65M +$1.45M +28,300 New
LSPW
553
Lake Street Private Wealth
Illinois
$1.64M +$1.44M +28,150 New
RI
554
Redwood Investments
Massachusetts
$1.62M -$3.15M -61,550 -67%
BFEC
555
Benjamin F. Edwards & Company
Missouri
$1.6M -$289K -5,650 -17%
CCM
556
Coldstream Capital Management
Washington
$1.59M +$220K +4,300 +19%
VI
557
Vestcor Inc
New Brunswick, Canada
$1.57M -$151K -2,950 -10%
MC
558
Maverick Capital
Texas
$1.56M +$908K +17,750 +195%
HCA
559
Harbor Capital Advisors
Illinois
$1.55M -$17.9K -350 -1%
SWM
560
Sendero Wealth Management
Texas
$1.55M -$1.5M -29,300 -52%
ACM
561
Accent Capital Management
Ohio
$1.55M +$86.9K +1,700 +7%
KFGK
562
Keystone Financial Group (Kentucky)
Kentucky
$1.55M +$5.11K +100 +0.4%
HWM
563
HB Wealth Management
Georgia
$1.55M +$284K +5,550 +26%
CGIM
564
Capital Group Investment Management
Singapore
$1.54M -$10.6M -207,650 -89%
EWM
565
EPG Wealth Management
Georgia
$1.53M +$71.6K +1,400 +6%
RMC
566
Resources Management Corp
Connecticut
$1.53M +$118K +2,300 +10%
KWM
567
Kingsview Wealth Management
Oregon
$1.51M +$389K +7,600 +41%
PNAA
568
Pictet North America Advisors
Switzerland
$1.51M +$1.33M +26,000 New
MCM
569
Moore Capital Management
New York
$1.51M +$1.33M +25,950 New
CT
570
Chicago Trust
Illinois
$1.51M +$5.11K +100 +0.4%
RIA
571
Realta Investment Advisors
Delaware
$1.5M +$491K +9,600 +59%
NAM
572
NorthCrest Asset Manangement
Minnesota
$1.5M -$110K -2,150 -8%
FHWM
573
Fox Hill Wealth Management
Massachusetts
$1.49M +$143K +2,800 +12%
CNBT
574
Canandaigua National Bank & Trust
New York
$1.48M – – –
AO
575
Advisor OS
Illinois
$1.48M +$69K +1,350 +6%
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