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CMG

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
651
SP Asset Management
California
$301K – – –
PSF
652
Pacific Sun Financial
California
$301K +$310K +10,000 New
BWAM
653
Boyd Watterson Asset Management
Ohio
$298K – – –
GA
654
Greytown Advisors
Florida
$296K – – –
CG
655
Caprock Group
Idaho
$293K -$1.55K -50 -0.5%
EI
656
Ellevest Inc
New York
$292K -$124K -4,000 -29%
PCM
657
Pennsylvania Capital Management
Pennsylvania
$292K – – –
SIM
658
Sentry Investment Management
Wisconsin
$290K – – –
ONB
659
Old National Bancorp
Indiana
$290K +$299K +9,650 New
TW
660
Transform Wealth
Colorado
$287K -$15.5K -500 -5%
WMA
661
Wealth Management Associates
New Jersey
$286K +$294K +9,500 New
FDCDDQ
662
Federation des caisses Desjardins du Quebec
Quebec, Canada
$284K +$37.2K +1,200 +15%
AA
663
ALPS Advisors
Colorado
$283K +$291K +9,400 New
LSA
664
Leonteq Securities AG
Switzerland
$283K -$834K -26,900 -74%
KWM
665
Kolinsky Wealth Management
New Jersey
$281K +$17K +550 +6%
LWM
666
Laidlaw Wealth Management
New York
$281K +$26.3K +850 +10%
GG
667
Gofen & Glossberg
Illinois
$280K +$17K +550 +6%
AWM
668
Apollon Wealth Management
South Carolina
$280K +$288K +9,300 New
MFA
669
Morling Financial Advisors
California
$278K – – –
EFG
670
Everhart Financial Group
Ohio
$278K +$287K +9,250 New
NB
671
NBT Bank
New York
$277K -$6.2K -200 -2%
IFWM
672
Institute for Wealth Management
Colorado
$277K -$1.55K -50 -0.5%
QC
673
Quent Capital
New York
$277K +$6.2K +200 +2%
GCP
674
GSA Capital Partners
United Kingdom
$275K -$775K -25,000 -73%
ACM
675
Advisors Capital Management
New Jersey
$275K -$217K -7,000 -43%
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