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CMG

Name Holding Trade Value Shares
Change 		Change in
Stake
MC
801
Moors & Cabot
Massachusetts
$1.08M +$110K +1,830 +11%
BCM
802
Barden Capital Management
Texas
$1.08M +$1.07M +17,837 New
SPC
803
Spirepoint Private Client
Florida
$1.07M – – –
KP
804
Keel Point
Alabama
$1.07M +$47.6K +790 +5%
ET
805
Equitable Trust
Tennessee
$1.06M – – –
RFN
806
RDA Financial Network
Iowa
$1.06M +$166K +2,762 +19%
BZWA
807
Blue Zone Wealth Advisors
California
$1.06M +$7.23K +120 +0.7%
AIMCA
808
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.04M – – –
WWA
809
WCG Wealth Advisors
Nevada
$1.04M -$56.4K -935 -5%
LWCFA
810
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.04M – – –
MYIA
811
Mount Yale Investment Advisors
Colorado
$1.03M +$1.03M +17,113 New
JWCA
812
J.W. Cole Advisors
Florida
$1.03M +$441K +7,319 +75%
LSA
813
Leonteq Securities AG
Switzerland
$1.03M +$457K +7,583 +80%
MA
814
Mutual Advisors
Nebraska
$1.03M -$39.5K -656 -4%
ICP
815
Impact Capital Partners
Colorado
$1.02M +$1.02M +16,994 New
GS
816
GTS Securities
Florida
$1.02M -$18.2M -301,276 -95%
SWP
817
Sagespring Wealth Partners
Tennessee
$1.02M +$1.02M +16,906 New
OIA
818
OneDigital Investment Advisors
Kansas
$1.01M -$11.3K -188 -1%
CCA
819
Checchi Capital Advisers
California
$1M -$73.5K -1,220 -7%
MCCP
820
Mission Creek Capital Partners
California
$1M +$1M +16,634 New
PFS
821
Physicians Financial Services
North Carolina
$995K -$11.3K -187 -1%
CCG
822
Ceeto Capital Group
Florida
$995K +$30.1K +500 +3%
MFG
823
MidWestOne Financial Group
Iowa
$992K -$33.6K -558 -3%
JFG
824
Jefferies Financial Group
New York
$986K -$2.68M -44,386 -73%
FBC
825
Fairfield, Bush & Co
Connecticut
$985K +$232K +3,850 +31%
31 32
33
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