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CMG

Name Holding Trade Value Shares
Change 		Change in
Stake
BG
576
Benedetti & Gucer
Georgia
$864K +$19.8K +500 +3%
VAS
577
Vestmark Advisory Solutions
Massachusetts
$862K -$7.91K -200 -1%
AWS
578
AJ Wealth Strategies
New York
$860K – – –
KWM
579
Kingsview Wealth Management
Oregon
$853K -$9.89K -250 -1%
FTDI
580
First Trust Direct Indexing
Massachusetts
$832K -$98.9K -2,500 -11%
DWM
581
Dakota Wealth Management
Florida
$832K -$83.1K -2,100 -10%
DCM
582
Driehaus Capital Management
Illinois
$832K +$769K +19,450 New
TAF
583
Tredje AP-fonden
Sweden
$826K -$862K -21,800 -53%
HI
584
Horizon Investments
North Carolina
$826K +$35.6K +900 +5%
CCM
585
Coldstream Capital Management
Washington
$806K +$21.8K +550 +3%
AWM
586
Apollon Wealth Management
South Carolina
$806K +$421K +10,650 +130%
TRCT
587
Tower Research Capital (TRC)
New York
$802K -$714K -18,050 -49%
SPIA
588
Steward Partners Investment Advisory
New York
$802K +$39.6K +1,000 +6%
BSW
589
Buckingham Strategic Wealth
Missouri
$791K +$35.6K +900 +5%
CWM
590
Circle Wealth Management
New Jersey
$785K +$5.93K +150 +0.8%
CIA
591
Choate Investment Advisors
Massachusetts
$785K +$69.2K +1,750 +11%
CTC
592
Central Trust Company
Missouri
$774K -$182K -4,600 -20%
FNBOH
593
First National Bank of Hutchinson
Kansas
$774K +$19.8K +500 +3%
FMAEN1
594
Fund Management at Engine No 1
California
$768K +$47.5K +1,200 +7%
YIA
595
YHB Investment Advisors
Connecticut
$766K – – –
PCIA
596
Prime Capital Investment Advisors
Kansas
$764K +$123K +3,100 +21%
WPC
597
Wedmont Private Capital
Pennsylvania
$763K +$75.2K +1,900 +11%
AFC
598
AFT Forsyth & Company
Florida
$761K – – –
PMA
599
Prudent Man Advisors
Illinois
$755K -$21.8K -550 -3%
SCA
600
Snowden Capital Advisors
New York
$751K +$81.1K +2,050 +13%
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