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CMG

Name Holding Trade Value Shares
Change 		Change in
Stake
RMC
601
Resources Management Corp
Connecticut
$1.91M +$49.6K +975 +3%
ES
602
Element Squared
Minnesota
$1.89M +$1.71M +33,626 New
VI
603
Versor Investments
New York
$1.87M +$1.12M +22,014 +194%
NB
604
Nicolet Bankshares
Wisconsin
$1.87M -$208K -4,081 -11%
LWAM
605
Legacy Wealth Asset Management
Minnesota
$1.87M +$125K +2,448 +8%
UCFA
606
United Capital Financial Advisors
Texas
$1.86M +$283K +5,566 +20%
SA
607
Strategic Advocates
Utah
$1.86M -$611K -12,003 -27%
PA
608
Pinnacle Associates
New York
$1.85M +$615K +12,090 +58%
SFG
609
Synergy Financial Group
California
$1.85M -$125K -2,457 -7%
NI
610
Natural Investments
California
$1.85M -$218K -4,293 -12%
IIM
611
Intact Investment Management
Quebec, Canada
$1.84M +$153K +3,000 +10%
OPW
612
Oxler Private Wealth
New York
$1.83M -$43.2K -850 -3%
EWA
613
EP Wealth Advisors
California
$1.82M -$20.4K -400 -1%
HAG
614
HighPoint Advisor Group
Illinois
$1.82M +$27.8K +546 +2%
PTC
615
Private Trust Company
Ohio
$1.8M +$64K +1,257 +4%
TCM
616
Tufton Capital Management
Maryland
$1.79M -$19.3K -380 -1%
SF
617
Summit Financial
New Jersey
$1.78M -$244K -4,787 -13%
PG
618
Patten Group
Tennessee
$1.78M -$209K -4,101 -11%
COI
619
Connable Office Inc
Michigan
$1.77M +$5.44K +107 +0.3%
AFG
620
Atomi Financial Group
New York
$1.75M +$151K +2,960 +11%
HH
621
Hilltop Holdings
Texas
$1.74M +$44.9K +883 +3%
CWMK
622
Caliber Wealth Management (Kansas)
Kansas
$1.73M +$222K +4,355 +16%
DC
623
Davenport & Co
Virginia
$1.73M -$478K -9,392 -23%
BWAM
624
Boyd Watterson Asset Management
Ohio
$1.72M +$37.1K +729 +2%
OIA
625
OneDigital Investment Advisors
Kansas
$1.72M +$639K +12,569 +70%
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