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CMG

Name Holding Trade Value Shares
Change 		Change in
Stake
APWM
551
Argonautica Private Wealth Management
Massachusetts
$1.65M +$1.45M +28,300 New
LSPW
552
Lake Street Private Wealth
Illinois
$1.64M +$1.44M +28,150 New
RI
553
Redwood Investments
Massachusetts
$1.62M -$3.15M -61,550 -67%
BFEC
554
Benjamin F. Edwards & Company
Missouri
$1.6M -$289K -5,650 -17%
CCM
555
Coldstream Capital Management
Washington
$1.59M +$220K +4,300 +19%
VI
556
Vestcor Inc
New Brunswick, Canada
$1.57M -$151K -2,950 -10%
MC
557
Maverick Capital
Texas
$1.56M +$908K +17,750 +195%
HCA
558
Harbor Capital Advisors
Illinois
$1.55M -$17.9K -350 -1%
SWM
559
Sendero Wealth Management
Texas
$1.55M -$1.5M -29,300 -52%
ACM
560
Accent Capital Management
Ohio
$1.55M +$86.9K +1,700 +7%
KFGK
561
Keystone Financial Group (Kentucky)
Kentucky
$1.55M +$5.11K +100 +0.4%
HWM
562
HB Wealth Management
Georgia
$1.55M +$284K +5,550 +26%
CGIM
563
Capital Group Investment Management
Singapore
$1.54M -$10.6M -207,650 -89%
EWM
564
EPG Wealth Management
Georgia
$1.53M +$71.6K +1,400 +6%
RMC
565
Resources Management Corp
Connecticut
$1.53M +$118K +2,300 +10%
KWM
566
Kingsview Wealth Management
Oregon
$1.51M +$389K +7,600 +41%
PNAA
567
Pictet North America Advisors
Switzerland
$1.51M +$1.33M +26,000 New
MCM
568
Moore Capital Management
New York
$1.51M +$1.33M +25,950 New
CT
569
Chicago Trust
Illinois
$1.51M +$5.11K +100 +0.4%
RIA
570
Realta Investment Advisors
Delaware
$1.5M +$491K +9,600 +59%
NAM
571
NorthCrest Asset Manangement
Minnesota
$1.5M -$110K -2,150 -8%
FHWM
572
Fox Hill Wealth Management
Massachusetts
$1.49M +$143K +2,800 +12%
CNBT
573
Canandaigua National Bank & Trust
New York
$1.48M – – –
AO
574
Advisor OS
Illinois
$1.48M +$69K +1,350 +6%
AC
575
AXQ Capital
New Jersey
$1.45M +$1.02M +20,000 +400%
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