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CMG

Name Holding Trade Value Shares
Change 		Change in
Stake
DAM
701
Deltec Asset Management
New York
$1.1M – – –
ET
702
Equitable Trust
Tennessee
$1.09M +$77.7K +1,250 +8%
BZWA
703
Blue Zone Wealth Advisors
California
$1.09M -$264K -4,250 -20%
TCOT
704
Trust Company of Toledo
Ohio
$1.09M +$230K +3,700 +27%
MFS
705
Mattson Financial Services
Michigan
$1.09M +$1.08M +17,339 New
MC
706
Moors & Cabot
Massachusetts
$1.08M +$525K +8,450 +95%
IFG
707
Independent Financial Group
California
$1.08M +$580K +9,331 +117%
FHB
708
First Hawaiian Bank
Hawaii
$1.07M -$37.3K -600 -3%
DWT
709
Dorsey & Whitney Trust
South Dakota
$1.07M +$233K +3,750 +28%
TC
710
Trilogy Capital
California
$1.07M +$676K +10,889 +176%
SIA
711
Schechter Investment Advisors
Michigan
$1.06M -$143K -2,300 -12%
CWM
712
Circle Wealth Management
New Jersey
$1.06M -$301K -4,850 -22%
FHA
713
Flagship Harbor Advisors
Massachusetts
$1.05M +$49.7K +800 +5%
GI
714
GAMMA Investing
California
$1.05M +$267K +4,300 +34%
DWM
715
Dakota Wealth Management
Florida
$1.05M -$121K -1,950 -10%
WP
716
WealthPLAN Partners
Nebraska
$1.05M +$1.04M +16,730 New
AAS
717
Ameritas Advisory Services
Nebraska
$1.05M +$803K +12,930 +345%
LGA
718
Lebenthal Global Advisors
New York
$1.04M +$130K +2,100 +14%
A
719
AlphaQuest
New York
$1.04M -$1.25M -20,166 -55%
AA
720
Ancora Advisors
Ohio
$1.04M +$48.5K +780 +5%
OIA
721
OneDigital Investment Advisors
Kansas
$1.03M -$239K -3,854 -19%
LWCFA
722
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.03M -$4.66K -75 -0.4%
P
723
&Partners
Tennessee
$1.02M +$1.01M +16,308 New
EDRH
724
Edmond de Rothschild Holding
Switzerland
$1.02M -$332K -5,350 -25%
PIM
725
Plato Investment Management
Australia
$1.02M -$1.03M -16,564 -50%
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