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CMG

Name Holding Trade Value Shares
Change 		Change in
Stake
PSF
651
Pacific Sun Financial
California
$301K +$310K +10,000 New
BWAM
652
Boyd Watterson Asset Management
Ohio
$298K – – –
GA
653
Greytown Advisors
Florida
$296K – – –
CG
654
Caprock Group
Idaho
$293K -$1.55K -50 -0.5%
EI
655
Ellevest Inc
New York
$292K -$124K -4,000 -29%
PCM
656
Pennsylvania Capital Management
Pennsylvania
$292K – – –
SIM
657
Sentry Investment Management
Wisconsin
$290K – – –
ONB
658
Old National Bancorp
Indiana
$290K +$299K +9,650 New
TW
659
Transform Wealth
Colorado
$287K -$15.5K -500 -5%
WMA
660
Wealth Management Associates
New Jersey
$286K +$294K +9,500 New
FDCDDQ
661
Federation des caisses Desjardins du Quebec
Quebec, Canada
$284K +$37.2K +1,200 +15%
AA
662
ALPS Advisors
Colorado
$283K +$291K +9,400 New
LSA
663
Leonteq Securities AG
Switzerland
$283K -$834K -26,900 -74%
KWM
664
Kolinsky Wealth Management
New Jersey
$281K +$17K +550 +6%
LWM
665
Laidlaw Wealth Management
New York
$281K +$26.3K +850 +10%
GG
666
Gofen & Glossberg
Illinois
$280K +$17K +550 +6%
AWM
667
Apollon Wealth Management
South Carolina
$280K +$288K +9,300 New
MFA
668
Morling Financial Advisors
California
$278K – – –
EFG
669
Everhart Financial Group
Ohio
$278K +$287K +9,250 New
NB
670
NBT Bank
New York
$277K -$6.2K -200 -2%
IFWM
671
Institute for Wealth Management
Colorado
$277K -$1.55K -50 -0.5%
QC
672
Quent Capital
New York
$277K +$6.2K +200 +2%
GCP
673
GSA Capital Partners
United Kingdom
$275K -$775K -25,000 -73%
ACM
674
Advisors Capital Management
New Jersey
$275K -$217K -7,000 -43%
BFEC
675
Benjamin F. Edwards & Company
Missouri
$270K – – –
25 26
27
28 29