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CMG

Name Holding Trade Value Shares
Change 		Change in
Stake
EI
726
Ellevest Inc
New York
$350K -$126K -3,863 -28%
MWM
727
Mission Wealth Management
California
$349K +$70.9K +2,171 +27%
ADL
728
Asset Dedication LLC
California
$348K +$131 +4 +0%
EIA
729
Emerald Investment Advisers
Pennsylvania
$346K – – –
BAAM
730
Baker Avenue Asset Management
California
$346K -$40.7K -1,246 -11%
RIL
731
Rothschild Investment LLC
Illinois
$346K -$137K -4,199 -29%
UAG
732
United Advisor Group
Ohio
$346K -$13.4K -411 -4%
PFS
733
Physicians Financial Services
North Carolina
$345K -$35.9K -1,100 -10%
WG
734
Wealth Group
North Carolina
$345K +$88.7K +2,715 +37%
OL
735
Optas LLC
Texas
$345K -$15.5K -475 -4%
PCM
736
Parsons Capital Management
Rhode Island
$344K -$22.9K -700 -6%
MW
737
Maia Wealth
Colorado
$344K +$330K +10,116 New
WIM
738
Wittenberg Investment Management
Massachusetts
$343K – – –
IAS
739
Insigneo Advisory Services
Florida
$343K -$593K -18,140 -64%
CAI
740
Capital Advisors Inc
Oklahoma
$341K -$16.3K -500 -5%
OCA
741
OpenArc Corporate Advisory
Georgia
$341K +$24.2K +741 +8%
SFG
742
Seamount Financial Group
Colorado
$340K +$19.7K +604 +6%
RCWM
743
Royal Capital Wealth Management
Indiana
$340K – – –
SAM
744
SP Asset Management
California
$340K – – –
TTIC
745
Tower Trust & Investment Company
Iowa
$340K – – –
OFA
746
Orographic Financial Advisors
Colorado
$339K – – –
WAP
747
Wealthcare Advisory Partners
Pennsylvania
$337K +$21.9K +671 +7%
LWCFA
748
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$336K -$121K -3,700 -27%
7WCP
749
71 West Capital Partners
Massachusetts
$334K +$321K +9,833 New
AFP
750
Ausdal Financial Partners
Iowa
$332K -$40.8K -1,250 -11%
28 29
30
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