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CMG

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
801
Circle Wealth Management
New Jersey
$897K -$73.7K -1,332 -8%
MIM
802
Moseley Investment Management
Florida
$893K +$80.4K +1,452 +10%
HSA
803
HBK Sorce Advisory
Pennsylvania
$888K -$7.97K -144 -0.9%
CFA
804
Capstone Financial Advisors
Illinois
$885K -$46.2K -835 -5%
PMA
805
Prudent Man Advisors
Illinois
$878K +$95.4K +1,723 +13%
HWAM
806
Hennion & Walsh Asset Management
New Jersey
$877K +$847K +15,300 New
FHA
807
Flagship Harbor Advisors
Massachusetts
$874K -$89.9K -1,625 -10%
CCM
808
Conway Capital Management
California
$873K +$41.5K +750 +5%
CCWM
809
Cassaday & Co Wealth Management
Virginia
$872K +$38K +686 +5%
BP
810
Ballentine Partners
Massachusetts
$870K -$5.92K -107 -0.7%
SIM
811
Sentry Investment Management
Wisconsin
$868K +$36.6K +662 +5%
QCG
812
Quadrant Capital Group
Ohio
$866K +$18K +326 +2%
BFC
813
Blue Fin Capital
Rhode Island
$861K +$196K +3,544 +31%
MWM
814
Meridian Wealth Management
Kentucky
$859K +$825K +14,910 New
MGIA
815
Moneta Group Investment Advisors
Missouri
$859K +$77.3K +1,397 +10%
EI
816
Ellevest Inc
New York
$855K +$76.2K +1,376 +10%
RFN
817
RDA Financial Network
Iowa
$852K +$818K +14,784 New
LAM
818
LECAP Asset Management
United Kingdom
$843K +$9.69K +175 +1%
ET
819
Entropy Technologies
New York
$842K +$808K +14,605 New
IA
820
IAM Advisory
Pennsylvania
$839K +$9.52K +172 +1%
BS
821
Banco Santander
Spain
$837K +$154K +2,781 +24%
DCM
822
Driehaus Capital Management
Illinois
$825K +$167K +3,021 +27%
FAIM
823
Financial Advocates Investment Management
Washington
$824K +$25.8K +466 +3%
NFA
824
Northern Financial Advisors
Michigan
$824K -$19.4K -350 -2%
PWM
825
Proathlete Wealth Management
Florida
$822K +$1.05K +19 +0.1%
31 32
33
34 35