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CMG

Name Holding Trade Value Shares
Change 		Change in
Stake
CHA
801
Carmichael Hill & Associates
Maryland
$198K – – –
GWM
802
Geneos Wealth Management
Colorado
$196K +$78.6K +2,500 +77%
SGA
803
Seaport Global Advisors
Massachusetts
$195K -$14.1K -450 -7%
WSC
804
Wellington Shields & Co
New York
$188K – – –
GIA
805
GHP Investment Advisors
Colorado
$178K +$3.14K +100 +2%
TCOV
806
Trust Company of Vermont
Vermont
$178K -$50.3K -1,600 -24%
FHA
807
First Horizon Advisors
Tennessee
$176K -$18.9K -600 -10%
LF
808
Lee Financial
Texas
$173K – – –
BBHC
809
Brown Brothers Harriman & Co
New York
$173K – – –
ACM
810
Aquatic Capital Management
Illinois
$171K +$157K +5,000 New
ABLA
811
Alan B. Lancz & Associates
Ohio
$171K – – –
CIA
812
Cape Investment Advisory
Georgia
$171K +$157K +5,000 New
AG
813
AIA Group
Hong Kong
$164K -$29.9K -950 -17%
EBA
814
Eagle Bay Advisors
New York
$164K -$7.86K -250 -5%
KFP
815
KB Financial Partners
New Jersey
$162K – – –
KC
816
Knuff & Co
California
$161K +$83.3K +2,650 +129%
KA
817
Kozak & Associates
Colorado
$159K – – –
BTI
818
Blue Trust Inc
Georgia
$158K +$6.28K +200 +4%
CWC
819
Carolinas Wealth Consulting
North Carolina
$154K – – –
RI
820
Ridgewood Investments
New Jersey
$152K +$140K +4,450 New
DIP
821
DT Investment Partners
Pennsylvania
$151K – – –
C
822
Covestor
United Kingdom
$141K +$17.3K +550 +15%
NIMI
823
Natixis Investment Managers International
France
$138K -$83.3K -2,650 -40%
GWS
824
Glassman Wealth Services
Virginia
$137K -$4.71K -150 -4%
HCM
825
Hollencrest Capital Management
California
$135K -$78.6K -2,500 -39%
31 32
33
34 35