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CMG

Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
751
EverSource Wealth Advisors
Alabama
$332K -$424K -12,974 -57%
PCM
752
Pennsylvania Capital Management
Pennsylvania
$330K – – –
VFA
753
Valeo Financial Advisors
Indiana
$328K -$6.4K -196 -2%
RL
754
Ruffer LLP
United Kingdom
$327K +$315K +9,638 New
MC
755
Moors & Cabot
Massachusetts
$326K -$19.6K -600 -6%
CAM
756
Cozad Asset Management
Illinois
$324K -$1.61M -49,435 -84%
MPW
757
Melone Private Wealth
Michigan
$323K – – –
SAM
758
Smartleaf Asset Management
Massachusetts
$321K – – –
IFO
759
Independent Family Office
New York
$318K – – –
PA
760
Parallel Advisors
California
$317K -$70.2K -2,148 -19%
CCM
761
Chiron Capital Management
Florida
$317K -$1.24K -38 -0.4%
FCM
762
Fortis Capital Management
Washington
$315K +$653 +20 +0.2%
PFBT
763
Parkside Financial Bank & Trust
Missouri
$315K +$176K +5,396 +139%
AAS
764
Ameritas Advisory Services
Nebraska
$311K +$299K +9,149 New
TCIIS
765
TIAA-CREF Individual & Institutional Services
New York
$310K -$119K -3,658 -29%
NCM
766
NCM Capital Management
New Jersey
$309K – – –
EAM
767
Everstar Asset Management
North Carolina
$305K +$293K +8,963 New
DIA
768
Dana Investment Advisors
Wisconsin
$304K – – –
BTI
769
Blue Trust Inc
Georgia
$301K -$365K -11,160 -56%
TWP
770
Triad Wealth Partners
Kansas
$301K +$262K +8,031 New
MWM
771
Maridea Wealth Management
New York
$300K +$29.6K +905 +11%
SG
772
StoneX Group
New York
$300K -$222K -6,793 -43%
3IP
773
3Chopt Investment Partners
Virginia
$300K +$4.77K +146 +2%
CF
774
Carlson Financial
Oregon
$299K -$27.8K -850 -9%
ACM
775
Aljian Capital Management
Nevada
$299K -$13.4K -410 -4%
29 30
31
32 33