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CMG

Name Holding Trade Value Shares
Change 		Change in
Stake
MA
626
Mutual Advisors
Nebraska
$840K +$42.5K +1,176 +5%
CPA
627
Capital Performance Advisors
California
$836K +$817K +22,589 New
NW
628
NewEdge Wealth
Pennsylvania
$835K +$67.3K +1,861 +9%
PTPFOECYE
629
PBU - The Pension Fund of Early Childhood & Youth Educators
$831K +$812K +22,457 New
SC
630
Syon Capital
California
$827K +$430K +11,878 +113%
FFC
631
First Financial Corp
Indiana
$823K +$38K +1,050 +5%
NI
632
Natural Investments
California
$821K -$388K -10,729 -33%
SWP
633
Sagespring Wealth Partners
Tennessee
$814K -$116K -3,216 -13%
MB
634
MidFirst Bank
Oklahoma
$813K +$795K +21,966 New
AWM
635
AE Wealth Management
Kansas
$812K +$304K +8,412 +62%
KWM
636
Kingsview Wealth Management
Oregon
$810K +$92.3K +2,552 +13%
CIA
637
Choate Investment Advisors
Massachusetts
$801K -$28K -774 -3%
UWS
638
Unique Wealth Strategies
Illinois
$801K +$783K +21,638 New
SAI
639
Systematic Alpha Investments
New Jersey
$799K – – –
ECM
640
Evergreen Capital Management
Washington
$797K +$543K +15,012 +230%
FNT
641
First Nebraska Trust
Nebraska
$788K -$3.74M -103,450 -83%
MAS
642
Meeder Advisory Services
Ohio
$782K -$32.6K -901 -4%
SI
643
Sava Infond
Slovenia
$773K +$756K +20,900 New
TG
644
TCW Group
California
$764K +$747K +20,661 New
SC
645
Savant Capital
Illinois
$764K -$103K -2,859 -12%
SG
646
StoneX Group
New York
$761K +$533K +14,732 +255%
ERWM
647
Elk River Wealth Management
Colorado
$757K +$4.87M +134,605 +190%
MNBTD
648
Moody National Bank Trust Division
Texas
$736K -$367K -10,139 -34%
NB
649
Nicolet Bankshares
Wisconsin
$727K -$435K -12,012 -38%
RWB
650
RMR Wealth Builders
New Jersey
$721K +$17.5K +483 +3%
24 25
26
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