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CMG

Name Holding Trade Value Shares
Change 		Change in
Stake
TAF
601
Tredje AP-fonden
Sweden
$942K – – –
XT
602
XTX Topco
Cayman Islands
$938K +$391K +9,400 +85%
VCP
603
Verus Capital Partners
Arizona
$933K +$20.8K +500 +3%
CWM
604
Circle Wealth Management
New Jersey
$933K +$33.3K +800 +4%
FHA
605
Flagship Harbor Advisors
Massachusetts
$929K +$614K +14,750 +266%
CPM
606
Connective Portfolio Management
New York
$915K -$229K -5,500 -22%
ARC
607
Advisor Resource Council
Texas
$913K +$830K +19,950 New
FTDI
608
First Trust Direct Indexing
Massachusetts
$912K +$39.5K +950 +5%
CA
609
Cetera Advisors
Colorado
$906K -$4.16K -100 -0.5%
PWM
610
Perigon Wealth Management
California
$903K -$185K -4,450 -18%
HI
611
Horizon Investments
North Carolina
$894K +$45.8K +1,100 +6%
NIM
612
NEOS Investment Management
Connecticut
$892K +$811K +19,500 New
CB
613
CNB Bank
Pennsylvania
$892K +$33.3K +800 +4%
RWS
614
Resolute Wealth Strategies
Mississippi
$880K -$31.2K -750 -4%
LWCFA
615
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$870K – – –
S
616
SignatureFD
Georgia
$867K +$4.16K +100 +0.5%
FNBOH
617
First National Bank of Hutchinson
Kansas
$855K -$4.16K -100 -0.5%
BSW
618
Buckingham Strategic Wealth
Missouri
$855K +$6.24K +150 +0.8%
CCA
619
Checchi Capital Advisers
California
$848K +$12.5K +300 +2%
KWM
620
Kingsview Wealth Management
Oregon
$844K -$12.5K -300 -2%
FHB
621
First Hawaiian Bank
Hawaii
$835K -$85.3K -2,050 -10%
YIA
622
YHB Investment Advisors
Connecticut
$821K – – –
ASN
623
Advisory Services Network
Georgia
$814K -$2.08K -50 -0.3%
PA
624
Parallel Advisors
California
$814K +$35.4K +850 +5%
DAM
625
Deltec Asset Management
New York
$800K – – –
23 24
25
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