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CMG

Name Holding Trade Value Shares
Change 		Change in
Stake
MFG
626
Merit Financial Group
Georgia
$300K – – –
LCP
627
Legacy Capital Partners
Wisconsin
$298K – – –
CIC
628
Carnegie Investment Counsel
Ohio
$294K – – –
ET
629
Equitable Trust
Tennessee
$294K – – –
YMRC
630
Yorktown Management & Research Company
Virginia
$291K +$291K +8,000 New
APWM
631
Atlas Private Wealth Management
New York
$289K -$115K -3,150 -28%
NFG
632
Next Financial Group
Texas
$287K +$36.4K +1,000 +14%
MS
633
Maven Securities
Jersey
$287K +$287K +7,900 New
EN1L
634
Engine No 1 LLC
California
$285K +$286K +7,850 New
GAM
635
Gotham Asset Management
New York
$285K +$286K +7,850 New
MA
636
Mutual Advisors
Nebraska
$284K +$1.82K +50 +0.6%
IFWM
637
Institute for Wealth Management
Colorado
$277K – – –
MWM
638
Meridian Wealth Management
Kentucky
$276K – – –
AWM
639
Apollon Wealth Management
South Carolina
$276K +$276K +7,600 New
ACM
640
AUA Capital Management
Pennsylvania
$274K – – –
OPS
641
Orion Portfolio Solutions
Nebraska
$274K +$1.82K +50 +0.7%
IF
642
IRON Financial
Illinois
$273K – – –
IAIM
643
International Assets Investment Management
Florida
$273K +$25.5K +700 +10%
BRWM
644
B. Riley Wealth Management
Tennessee
$273K +$273K +7,500 New
GIA
645
Guyasuta Investment Advisors
Pennsylvania
$269K – – –
PCM
646
Prelude Capital Management
New York
$269K +$269K +7,400 New
CHP
647
Cable Hill Partners
Oregon
$265K – – –
JIC
648
Johnson Investment Counsel
Ohio
$264K – – –
PCP
649
Proficio Capital Partners
Massachusetts
$264K +$3.64K +100 +1%
WFI
650
West Family Investments
California
$264K +$10.9K +300 +4%
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