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CMG

Name Holding Trade Value Shares
Change 		Change in
Stake
AT
651
American Trust
Kentucky
$320K +$322K +9,150 New
B
652
Barings
North Carolina
$315K -$37K -1,050 -10%
FHA
653
Flagship Harbor Advisors
Massachusetts
$313K +$315K +8,950 New
LJAC
654
L.J. Altfest & Co
New York
$306K – – –
SCM
655
Shelton Capital Management
Colorado
$306K – – –
NCM
656
NCM Capital Management
New Jersey
$306K +$308K +8,750 New
FDCDDQ
657
Federation des caisses Desjardins du Quebec
Quebec, Canada
$302K -$5.28K -150 -2%
RCWM
658
Royal Capital Wealth Management
Indiana
$302K +$305K +8,650 New
GIA
659
Gateway Investment Advisers
Ohio
$295K -$31.7K -900 -10%
RWP
660
Revolve Wealth Partners
New Jersey
$294K +$296K +8,400 New
PCM
661
Parsons Capital Management
Rhode Island
$288K +$291K +8,250 New
T
662
TOBAM
France
$287K -$273K -7,750 -49%
LCP
663
Legacy Capital Partners
Wisconsin
$287K – – –
ET
664
Equitable Trust
Tennessee
$283K – – –
LFA
665
Legacy Financial Advisors
Kentucky
$281K -$8.8K -250 -3%
NFG
666
Next Financial Group
Texas
$281K +$5.28K +150 +2%
YMRC
667
Yorktown Management & Research Company
Virginia
$280K – – –
APWM
668
Atlas Private Wealth Management
New York
$278K – – –
IFWM
669
Institute for Wealth Management
Colorado
$277K +$10.6K +300 +4%
IA
670
Insight Advisors
Pennsylvania
$276K -$89.8K -2,550 -24%
QC
671
Quent Capital
New York
$276K +$278K +7,900 New
MWM
672
Modera Wealth Management
New Jersey
$274K +$276K +7,850 New
SFA
673
Sequoia Financial Advisors
Ohio
$274K +$276K +7,850 New
WTC
674
WhitTier Trust Company
Nevada
$269K -$26.4K -750 -9%
PAS
675
Park Avenue Securities
New York
$267K +$269K +7,650 New
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