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CMG

Name Holding Trade Value Shares
Change 		Change in
Stake
CFA
726
Capstone Financial Advisors
Illinois
$1.01M +$52.8K +850 +6%
STA
727
Summit Trail Advisors
New York
$1.01M +$30.9K +498 +3%
RL
728
Retireful LLC
Michigan
$1.01M +$1M +16,100 New
GWA
729
Gratus Wealth Advisors
Virginia
$1.01M +$213K +3,430 +22%
TAM
730
Trust Asset Management
Texas
$999K – – –
VEA
731
Virtus ETF Advisers
New York
$996K -$18.6K -300 -2%
FFL
732
Future Fund LLC
Illinois
$990K +$455K +7,318 +84%
PAG
733
Private Advisory Group
Washington
$984K +$975K +15,700 New
PGFC
734
Peapack-Gladstone Financial Corp
New Jersey
$980K -$71.4K -1,150 -7%
NB
735
NBT Bank
New York
$977K +$367K +5,900 +61%
HSA
736
HBK Sorce Advisory
Pennsylvania
$974K +$62.3K +1,003 +7%
TCA
737
Transcend Capital Advisors
New Jersey
$971K +$708K +11,392 +278%
EAM
738
Erste Asset Management
Austria
$970K +$966K +15,550 New
WWA
739
WCG Wealth Advisors
Nevada
$968K +$960K +15,450 New
MFG
740
MidWestOne Financial Group
Iowa
$968K -$31.1K -500 -3%
GCM
741
Graham Capital Management
Connecticut
$965K +$957K +15,409 New
JWM
742
Jupiter Wealth Management
Colorado
$956K -$155K -2,500 -12%
BP
743
Ballentine Partners
Massachusetts
$952K +$109K +1,750 +13%
SCM
744
Stevens Capital Management
Pennsylvania
$944K -$900K -14,486 -49%
OCBCO
745
Oversea-Chinese Banking Corp (OCBC)
Singapore
$941K +$932K +15,000 New
ACM
746
Absolute Capital Management
Pennsylvania
$940K – – –
MFS
747
Monetta Financial Services
Illinois
$940K +$932K +15,000 New
ZF
748
Zega Financial
Florida
$937K +$46.6K +750 +5%
SFS
749
Sowell Financial Services
Arkansas
$933K +$925K +14,894 New
QCG
750
Quadrant Capital Group
Ohio
$921K +$24.9K +400 +3%
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