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CMG

Name Holding Trade Value Shares
Change 		Change in
Stake
FFS
676
Founders Financial Securities
Maryland
$805K +$254K +5,648 +38%
AO
677
Advisor OS
Illinois
$800K +$105K +2,325 +13%
MG
678
Marex Group
$798K +$658K +14,618 +255%
BI
679
BlueSpruce Investments
Illinois
$791K -$176M -3,910,558 -99%
NAS
680
Nicolet Advisory Services
Wisconsin
$790K +$84.1K +1,868 +11%
AI
681
Atom Investors
Texas
$786K +$903K +20,063 New
BT
682
Banque Transatlantique
France
$785K -$78.8K -1,750 -8%
IFG
683
Independent Financial Group
California
$780K -$301K -6,690 -25%
CPCPP
684
Canada Post Corporation Pension Plan
Canada
$769K – – –
FPAS
685
Focus Partners Advisor Solutions
Missouri
$769K +$48.6K +1,080 +5%
BCM
686
Beck Capital Management
Texas
$767K -$263K -5,839 -23%
GC
687
Gilbert & Cook
Iowa
$762K -$386K -8,583 -31%
QWM
688
Quadcap Wealth Management
Texas
$762K -$30.8K -685 -3%
TE
689
Tema ETFs
New York
$761K +$875K +19,426 New
KWM
690
Kingsview Wealth Management
Oregon
$758K +$24.7K +548 +3%
PMA
691
Prudent Man Advisors
Illinois
$755K -$103K -2,297 -11%
MBTD
692
Mechanics Bank - Trust Department
California
$754K -$415K -9,227 -32%
WSC
693
Wellington Shields & Co
New York
$752K +$144K +3,200 +20%
MCA
694
Magnolia Capital Advisors
Mississippi
$751K +$113K +2,501 +15%
AAS
695
Ameritas Advisory Services
Nebraska
$751K +$23.5K +522 +3%
MYIA
696
Mount Yale Investment Advisors
Colorado
$749K +$71K +1,578 +9%
RWB
697
RMR Wealth Builders
New Jersey
$744K +$11K +245 +1%
MIM
698
Morningstar Investment Management
Illinois
$742K +$477K +10,596 +127%
IWC
699
Integrated Wealth Concepts
Massachusetts
$734K -$167K -3,711 -17%
AC
700
AXQ Capital
New Jersey
$727K +$835K +18,543 New
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