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CMG

Name Holding Trade Value Shares
Change 		Change in
Stake
MAFM
576
Mid Atlantic Financial Management
Pennsylvania
$313K – – –
JWM
577
Jeppson Wealth Management
California
$310K – – –
MTC
578
McDaniel Terry & Co
Texas
$310K – – –
WWM
579
Western Wealth Management
Colorado
$306K +$281K +9,850 New
NFSG
580
Newbridge Financial Services Group
Florida
$305K +$21.4K +750 +8%
RMC
581
Resources Management Corp
Connecticut
$304K +$74.2K +2,600 +36%
GSEP
582
Golden State Equity Partners
California
$304K +$280K +9,800 New
VI
583
Versor Investments
New York
$301K -$769K -26,950 -74%
TI
584
Tidal Investments
Wisconsin
$299K +$44.2K +1,550 +19%
GIA
585
Gateway Investment Advisers
Ohio
$291K -$15.7K -550 -6%
EWM
586
EPG Wealth Management
Georgia
$290K -$4.28K -150 -2%
GG
587
Gofen & Glossberg
Illinois
$290K – – –
FMT
588
First Mercantile Trust
Tennessee
$285K -$37.1K -1,300 -12%
BAM
589
Belpointe Asset Management
Nevada
$285K +$263K +9,200 New
QCG
590
Quadrant Capital Group
Ohio
$282K +$85.6K +3,000 +49%
HI
591
Horizon Investments
North Carolina
$276K -$525K -18,400 -67%
SW
592
SVB Wealth
Massachusetts
$273K +$27.1K +950 +12%
S
593
SignatureFD
Georgia
$273K +$38.5K +1,350 +18%
FWM
594
Frontier Wealth Management
Missouri
$273K +$251K +8,800 New
LJAC
595
L.J. Altfest & Co
New York
$271K – – –
SCM
596
Shelton Capital Management
Colorado
$271K – – –
HFM
597
Harvest Fund Management
China
$265K -$220K -7,700 -47%
ONST
598
Old North State Trust
North Carolina
$264K -$15.7K -550 -6%
OSAM
599
O'Shaughnessy Asset Management
Connecticut
$264K +$27.1K +950 +13%
PG
600
Pendal Group
Australia
$262K -$1.16M -40,600 -83%
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