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CMG

Name Holding Trade Value Shares
Change 		Change in
Stake
FHA
651
Flagship Harbor Advisors
Massachusetts
$313K +$315K +8,950 New
LJAC
652
L.J. Altfest & Co
New York
$306K – – –
SCM
653
Shelton Capital Management
Colorado
$306K – – –
NCM
654
NCM Capital Management
New Jersey
$306K +$308K +8,750 New
FDCDDQ
655
Federation des caisses Desjardins du Quebec
Quebec, Canada
$302K -$5.28K -150 -2%
RCWM
656
Royal Capital Wealth Management
Indiana
$302K +$305K +8,650 New
GIA
657
Gateway Investment Advisers
Ohio
$295K -$31.7K -900 -10%
RWP
658
Revolve Wealth Partners
New Jersey
$294K +$296K +8,400 New
PCM
659
Parsons Capital Management
Rhode Island
$288K +$291K +8,250 New
T
660
TOBAM
France
$287K -$273K -7,750 -49%
LCP
661
Legacy Capital Partners
Wisconsin
$287K – – –
ET
662
Equitable Trust
Tennessee
$283K – – –
LFA
663
Legacy Financial Advisors
Kentucky
$281K -$8.8K -250 -3%
NFG
664
Next Financial Group
Texas
$281K +$5.28K +150 +2%
YMRC
665
Yorktown Management & Research Company
Virginia
$280K – – –
APWM
666
Atlas Private Wealth Management
New York
$278K – – –
IFWM
667
Institute for Wealth Management
Colorado
$277K +$10.6K +300 +4%
IA
668
Insight Advisors
Pennsylvania
$276K -$89.8K -2,550 -24%
QC
669
Quent Capital
New York
$276K +$278K +7,900 New
MWM
670
Modera Wealth Management
New Jersey
$274K +$276K +7,850 New
SFA
671
Sequoia Financial Advisors
Ohio
$274K +$276K +7,850 New
WTC
672
WhitTier Trust Company
Nevada
$269K -$26.4K -750 -9%
PAS
673
Park Avenue Securities
New York
$267K +$269K +7,650 New
RSWM
674
Robertson Stephens Wealth Management
California
$267K +$269K +7,650 New
AC
675
Abbrea Capital
California
$266K +$268K +7,600 New
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