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CMG

Name Holding Trade Value Shares
Change 		Change in
Stake
VA
801
Valmark Advisers
Ohio
$786K +$140K +2,250 +22%
GITFIT
802
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$783K -$93.2K -1,500 -11%
LCGC
803
Legacy Capital Group California
California
$782K -$19.8K -318 -2%
CT
804
Caldwell Trust
Florida
$777K +$156K +2,506 +25%
AIIMS
805
Analyst IMS Investment Management Services
Israel
$777K +$770K +12,400 New
AWM
806
AE Wealth Management
Kansas
$777K +$329K +5,301 +75%
LMKC
807
L.M. Kohn & Company
Ohio
$774K +$59K +950 +8%
RIA
808
Regal Investment Advisors
Michigan
$774K +$339K +5,450 +79%
GPA
809
Guerra Pan Advisors
New Jersey
$774K +$373K +6,000 +94%
KC
810
Knuff & Co
California
$764K +$311K +5,000 +69%
LSAG
811
Lake Street Advisors Group
New Hampshire
$760K +$5.03K +81 +0.7%
TFA
812
Toth Financial Advisory
Virginia
$758K – – –
LCM
813
Laurion Capital Management
New York
$757K -$52.1M -837,921 -99%
YC
814
Yarbrough Capital
Tennessee
$755K – – –
EFL
815
ERn Financial LLC
Wisconsin
$745K -$81.3K -1,309 -10%
KA
816
Kintegral Advisory
New York
$745K -$6.9K -111 -0.9%
BCM
817
Boltwood Capital Management
California
$742K -$37.3K -600 -5%
SFP
818
Sandbox Financial Partners
Maryland
$740K +$733K +11,806 New
PTC
819
Private Trust Company
Ohio
$739K -$149K -2,400 -17%
BS
820
Banco Santander
Spain
$736K +$730K +11,753 New
FCBT
821
First Citizens Bank & Trust
North Carolina
$733K +$21.7K +350 +3%
SP
822
Symmetry Partners
Connecticut
$733K -$90.1K -1,450 -11%
CF
823
Centaurus Financial
California
$729K +$64.6K +1,040 +10%
MA
824
Montag & Associates
Georgia
$727K – – –
AC
825
AXQ Capital
New Jersey
$726K -$833K -13,411 -54%
31 32
33
34 35