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CMG

Name Holding Trade Value Shares
Change 		Change in
Stake
CB
776
Community Bank
New York
$920K +$455K +8,375 +84%
IAS
777
Insigneo Advisory Services
Florida
$914K -$305K -5,614 -24%
OIA
778
OneDigital Investment Advisors
Kansas
$908K +$76.3K +1,403 +8%
BWA
779
Beam Wealth Advisors
Louisiana
$903K -$587K -10,799 -38%
IAN
780
Integrated Advisors Network
Texas
$902K -$1.4M -25,682 -59%
AC
781
Allstate Corporation
Illinois
$898K -$1.22M -22,347 -56%
SPC
782
Spirepoint Private Client
Florida
$896K +$3.92K +72 +0.4%
AO
783
Advisor OS
Illinois
$889K -$16.3K -300 -2%
DAS
784
Diversify Advisory Services
Utah
$886K -$682K -12,536 -42%
SWM
785
SeaCrest Wealth Management
New York
$880K -$110K -2,014 -10%
BZWA
786
Blue Zone Wealth Advisors
California
$880K – – –
KP
787
Keel Point
Alabama
$876K -$15.6K -286 -2%
MCA
788
Magnolia Capital Advisors
Mississippi
$871K +$83.9K +1,543 +10%
LWCFA
789
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$867K – – –
LA
790
LBP AM
France
$866K +$68K +1,251 +8%
FHC
791
First Heartland Consultants
Missouri
$862K -$62.1K -1,142 -6%
MFG
792
MidWestOne Financial Group
Iowa
$861K +$37.1K +683 +4%
AF
793
Aviso Financial
Ontario, Canada
$856K +$928K +17,058 New
JAG
794
Journey Advisory Group
Kentucky
$852K +$537K +9,868 +139%
FPAS
795
Focus Partners Advisor Solutions
Missouri
$850K +$376K +6,907 +69%
IWA
796
Invera Wealth Advisors
Oregon
$846K +$916K +16,840 New
DS
797
DRW Securities
Illinois
$844K +$914K +16,809 New
MYIA
798
Mount Yale Investment Advisors
Colorado
$843K -$17.6K -323 -2%
LAM
799
LECAP Asset Management
United Kingdom
$842K +$261K +4,806 +40%
PFS
800
Physicians Financial Services
North Carolina
$840K +$13.3K +245 +1%
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