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CMG

Name Holding Trade Value Shares
Change 		Change in
Stake
GWA
651
Gratus Wealth Advisors
Virginia
$711K +$647K +15,550 New
RWB
652
RMR Wealth Builders
New Jersey
$709K +$8.32K +200 +1%
CFA
653
Capstone Financial Advisors
Illinois
$702K – – –
SWM
654
SeaCrest Wealth Management
New York
$701K -$58.3K -1,400 -8%
FT
655
Fiduciary Trust
Massachusetts
$700K +$208K +5,000 +49%
AIP
656
Ameritas Investment Partners
Nebraska
$698K -$27K -650 -4%
PSP
657
Principal Street Partners
Tennessee
$693K -$72.8K -1,750 -10%
AWM
658
Axxcess Wealth Management
California
$691K +$196K +4,700 +45%
NAS
659
Nicolet Advisory Services
Wisconsin
$690K -$112K -2,700 -15%
IWC
660
Integrated Wealth Concepts
Massachusetts
$689K +$93.6K +2,250 +18%
OIA
661
OneDigital Investment Advisors
Kansas
$686K -$531K -12,750 -46%
SW
662
SteelPeak Wealth
California
$686K – – –
PWM
663
Proathlete Wealth Management
Florida
$684K +$622K +14,950 New
MIM
664
Moseley Investment Management
Florida
$682K -$31.2K -750 -5%
NFA
665
Northern Financial Advisors
Michigan
$682K – – –
AAM
666
Advisors Asset Management
Colorado
$677K +$4.16K +100 +0.7%
CI
667
Cigna Investments
Connecticut
$670K -$6.24K -150 -1%
GS
668
GTS Securities
Florida
$663K -$1.77M -42,450 -75%
QCG
669
Quadrant Capital Group
Ohio
$656K +$64.5K +1,550 +12%
TWC
670
TD Waterhouse Canada
Ontario, Canada
$656K +$77K +1,850 +15%
ADL
671
Asset Dedication LLC
California
$652K – – –
SOS
672
Silver Oak Securities
Tennessee
$651K +$578K +13,900 +3,971%
CCWM
673
Cassaday & Co Wealth Management
Virginia
$649K – – –
LNC
674
Lincoln National Corp
Pennsylvania
$647K -$270K -6,500 -31%
CCM
675
Conway Capital Management
California
$647K +$589K +14,150 New
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