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CMG

Name Holding Trade Value Shares
Change 		Change in
Stake
PSP
751
Principal Street Partners
Tennessee
$588K +$69.8K +1,550 +12%
GGHC
752
Gilder Gagnon Howe & Co
New York
$587K +$79.1K +1,756 +13%
IAN
753
Integrated Advisors Network
Texas
$585K +$11K +244 +2%
JAG
754
Journey Advisory Group
Kentucky
$580K -$124K -2,764 -16%
CCWM
755
Cassaday & Co Wealth Management
Virginia
$578K -$17.8K -395 -3%
MC
756
Moors & Cabot
Massachusetts
$577K +$110K +2,446 +20%
RC
757
Rexford Capital
Texas
$575K +$641K +14,240 +3,266%
LCG
758
Lakeshore Capital Group
Illinois
$573K +$12.2K +272 +2%
BBHC
759
Brown Brothers Harriman & Co
New York
$572K +$46.7K +1,038 +8%
ICP
760
Impact Capital Partners
Colorado
$570K -$65.7K -1,460 -9%
SP
761
Stonebrook Private
Michigan
$564K -$69.2K -1,536 -10%
CFA
762
Capstone Financial Advisors
Illinois
$564K -$24.2K -537 -4%
PG
763
Patten Group
Tennessee
$562K -$779K -17,303 -55%
CPC
764
Congress Park Capital
New York
$555K +$83.3K +1,850 +15%
DAS
765
Dynamic Advisor Solutions
Arizona
$554K -$74.9K -1,663 -11%
SFS
766
Stiles Financial Services
Minnesota
$553K +$61.1K +1,358 +11%
CP
767
CenterBook Partners
Connecticut
$553K +$636K +14,118 New
QPWM
768
Quadrant Private Wealth Management
Pennsylvania
$548K -$14.9K -331 -2%
GRP
769
Global Retirement Partners
California
$548K -$420K -9,332 -40%
KCM
770
Kornitzer Capital Management
Kansas
$547K -$1.36M -30,285 -68%
PI
771
PFG Investments
New York
$540K -$133K -2,958 -18%
CFG
772
Citizens Financial Group
Rhode Island
$540K -$81.3K -1,805 -12%
TSS
773
Two Sigma Securities
New York
$539K +$620K +13,765 New
PA
774
Parallel Advisors
California
$536K -$582K -12,931 -49%
LWCFA
775
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$535K -$224K -4,975 -28%
29 30
31
32 33