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CMG

Name Holding Trade Value Shares
Change 		Change in
Stake
ONST
601
Old North State Trust
North Carolina
$218K +$180K +6,850 +685%
LFA
602
Legacy Financial Advisors
Kentucky
$218K +$206K +7,850 New
PPCM
603
Pillar Pacific Capital Management
California
$218K +$206K +7,850 New
PIA
604
Perennial Investment Advisors
California
$212K -$17.1K -650 -8%
SW
605
SVB Wealth
Massachusetts
$212K +$201K +7,650 New
BC
606
Bridgefront Capital
Texas
$211K +$199K +7,600 New
BPA
607
Beacon Pointe Advisors
California
$210K +$199K +7,600 New
MWM
608
Meridian Wealth Management
Kentucky
$210K +$199K +7,600 New
ACM
609
AUA Capital Management
Pennsylvania
$209K – – –
IF
610
IRON Financial
Illinois
$208K -$108K -4,100 -35%
GIA
611
Guyasuta Investment Advisors
Pennsylvania
$205K +$194K +7,400 New
OPS
612
Orion Portfolio Solutions
Nebraska
$205K +$194K +7,400 New
FHC
613
First Heartland Consultants
Missouri
$202K +$191K +7,300 New
IAA
614
Independent Advisor Alliance
North Carolina
$202K +$191K +7,300 New
RMC
615
Resources Management Corp
Connecticut
$200K -$2.62K -100 -1%
FMT
616
First Mercantile Trust
Tennessee
$193K +$182K +6,950 New
S
617
SignatureFD
Georgia
$191K +$14.4K +550 +9%
BFC
618
Bedel Financial Consulting
Indiana
$186K – – –
VFA
619
Valeo Financial Advisors
Indiana
$184K +$13.1K +500 +8%
SIAG
620
Signet Investment Advisory Group
Rhode Island
$173K +$164K +6,250 New
OSAM
621
O'Shaughnessy Asset Management
Connecticut
$172K +$17.1K +650 +12%
TCOV
622
Trust Company of Vermont
Vermont
$170K +$11.8K +450 +8%
FCA
623
FinTrust Capital Advisors
South Carolina
$164K -$36.7K -1,400 -19%
WOC
624
West Oak Capital
California
$162K – – –
CHA
625
Carmichael Hill & Associates
Maryland
$159K -$6.56K -250 -4%
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25
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