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CMG

Name Holding Trade Value Shares
Change 		Change in
Stake
PFS
751
Physicians Financial Services
North Carolina
$360K -$44.2K -1,195 -10%
NP
752
NorthRock Partners
Minnesota
$360K +$29.7K +804 +8%
JPWM
753
Jamison Private Wealth Management
Georgia
$360K -$1.59K -43 -0.4%
GS
754
GWN Securities
Florida
$358K -$7.39K -200 -2%
SAM
755
Sagewood Asset Management
New York
$355K +$410K +11,081 New
PVI
756
Pine Valley Investments
New Jersey
$353K -$180K -4,877 -31%
AFP
757
Ausdal Financial Partners
Iowa
$353K -$13K -351 -3%
SL
758
Sentinus LLC
Illinois
$353K -$4.92K -133 -1%
MGWM
759
Marks Group Wealth Management
Minnesota
$347K +$40.8K +1,104 +11%
PCM
760
Parsons Capital Management
Rhode Island
$347K +$94.3K +2,550 +31%
CCM
761
Capstone Capital Management
$346K +$400K +10,810 New
DAS
762
Dynamic Advisor Solutions
Arizona
$344K +$16.5K +447 +4%
NFA
763
Northern Financial Advisors
Michigan
$342K +$56.2K +1,520 +17%
CIA
764
Caerus Investment Advisors
Texas
$341K -$65.3K -1,767 -14%
AIM
765
Anchor Investment Management
South Carolina
$340K +$1.26K +34 +0.3%
AWA
766
Aaron Wealth Advisors
Illinois
$340K -$82.6K -2,233 -17%
OL
767
Optas LLC
Texas
$340K -$12.9K -348 -3%
CWM
768
Calamos Wealth Management
Illinois
$339K -$51K -1,380 -12%
UAG
769
United Advisor Group
Ohio
$339K +$12.1K +326 +3%
CAI
770
Capital Advisors Inc
Oklahoma
$337K +$99.8K +2,700 +34%
CAMG
771
CWA Asset Management Group
Florida
$337K +$83.7K +2,263 +27%
AWA
772
Arkadios Wealth Advisors
Georgia
$335K -$543K -14,687 -58%
JSSH
773
J. Safra Sarasin Holding
$334K -$217K -5,855 -36%
T
774
TOBAM
France
$334K -$22K -594 -5%
OFA
775
Orographic Financial Advisors
Colorado
$332K +$385K +10,400 New
29 30
31
32 33