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CMG

Name Holding Trade Value Shares
Change 		Change in
Stake
LTAS
726
Linden Thomas Advisory Services
North Carolina
$750K – – –
NFSG
727
Newbridge Financial Services Group
Florida
$747K +$56.3K +1,100 +9%
LCGC
728
Legacy Capital Group California
California
$744K -$12.8K -250 -2%
ATC
729
Argent Trust Co
Tennessee
$738K +$25.6K +500 +4%
CW
730
CreativeOne Wealth
Kansas
$738K +$312K +6,100 +92%
EFG
731
Everhart Financial Group
Ohio
$735K +$258K +5,050 +66%
AFC
732
AFT Forsyth & Company
Florida
$730K – – –
PL
733
Perpetual Ltd
Australia
$730K +$642K +12,550 New
PCM
734
Parsons Capital Management
Rhode Island
$727K +$89.5K +1,750 +16%
GI
735
GAMMA Investing
California
$727K +$138K +2,700 +28%
BCM
736
Boltwood Capital Management
California
$724K -$12.8K -250 -2%
TFA
737
Toth Financial Advisory
Virginia
$703K +$274K +5,350 +79%
LSAG
738
Lake Street Advisors Group
New Hampshire
$701K -$5.11K -100 -0.8%
YC
739
Yarbrough Capital
Tennessee
$701K – – –
KA
740
Kintegral Advisory
New York
$698K – – –
FLPIM
741
F.L. Putnam Investment Management
Massachusetts
$695K – – –
MWM
742
Meridian Wealth Management
Kentucky
$680K +$23K +450 +4%
MA
743
Montag & Associates
Georgia
$674K +$281K +5,500 +90%
SP
744
Stablepoint Partners
Massachusetts
$663K – – –
LMKC
745
L.M. Kohn & Company
Ohio
$663K +$174K +3,400 +43%
FCBT
746
First Citizens Bank & Trust
North Carolina
$660K +$51.1K +1,000 +10%
MFG
747
Merit Financial Group
Georgia
$659K +$156K +3,050 +41%
EWM
748
Evermay Wealth Management
Virginia
$657K -$12.8K -250 -2%
C
749
CEDRUS
Colorado
$654K – – –
MA
750
MJP Associates
Connecticut
$654K +$130K +2,550 +29%
28 29
30
31 32