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CMG

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
601
AE Wealth Management
Kansas
$691K -$87.7K -2,685 -12%
LTAS
602
Linden Thomas Advisory Services
North Carolina
$690K -$2.58K -79 -0.4%
ERWM
603
Elk River Wealth Management
Colorado
$684K -$1.43M -43,660 -68%
PAS
604
Park Avenue Securities
New York
$682K -$37.4K -1,145 -5%
SWP
605
Sagespring Wealth Partners
Tennessee
$677K -$25.4K -779 -4%
NW
606
NewEdge Wealth
Pennsylvania
$664K +$41.3K +1,264 +7%
EP
607
Evelyn Partners
$662K +$636K +19,483 New
RWB
608
RMR Wealth Builders
New Jersey
$662K +$14.1K +432 +2%
AIM
609
Aigen Investment Management
New York
$658K +$632K +19,355 New
BCM
610
Bluefin Capital Management
New York
$657K -$261K -8,000 -29%
FCM
611
Fieldview Capital Management
Michigan
$657K -$4.54K -139 -0.7%
PCA
612
Pallas Capital Advisors
Massachusetts
$657K -$1.25M -38,260 -66%
MNBTD
613
Moody National Bank Trust Division
Texas
$654K -$11.1K -341 -2%
GT
614
Greenleaf Trust
Michigan
$644K +$87.8K +2,689 +17%
AA
615
Advisory Alpha
Michigan
$641K +$140K +4,278 +29%
RS
616
R Squared
Hong Kong
$629K +$208K +6,367 +52%
FHA
617
Flagship Harbor Advisors
Massachusetts
$625K +$18.9K +580 +3%
ZBNA
618
Zions Bancorporation, National Association
Utah
$620K -$1.61M -49,409 -73%
NFG
619
Northbridge Financial Group
Florida
$617K +$99.8K +3,056 +20%
MCM
620
Mainstream Capital Management
California
$617K -$305K -9,352 -34%
MG
621
Marex Group
$615K +$144K +4,414 +32%
OAM
622
Ostrum Asset Management
France
$609K – – –
ACA
623
Aptus Capital Advisors
Alabama
$609K -$980 -30 -0.2%
ILI
624
Invesco LLC (Illinois)
Illinois
$601K +$43.1K +1,320 +8%
BHC
625
Bull Harbor Capital
Maryland
$600K -$286K -8,753 -33%
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