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CMG

Name Holding Trade Value Shares
Change 		Change in
Stake
PA
801
Procyon Advisors
Connecticut
$311K -$10.9K -294 -3%
PCM
802
Pennsylvania Capital Management
Pennsylvania
$310K – – –
CF
803
Carlson Financial
Oregon
$309K -$9.32K -252 -3%
CAG
804
Crestwood Advisors Group
Massachusetts
$308K +$21.7K +586 +6%
MFS
805
Mattson Financial Services
Michigan
$308K +$45.8K +1,238 +15%
BFIM
806
Beese Fulmer Investment Management
Ohio
$308K -$35.8K -968 -9%
JSW
807
Journey Strategic Wealth
New Jersey
$307K -$3.14K -85 -0.9%
FCM
808
Fire Capital Management
California
$304K -$54.4K -1,471 -13%
RP
809
Rowlandmiller & Partners
Georgia
$304K -$56.2K -1,519 -14%
MPW
810
Melone Private Wealth
Michigan
$304K +$351K +9,500 New
MIM
811
Moseley Investment Management
Florida
$304K -$153K -4,147 -30%
SAM
812
Smartleaf Asset Management
Massachusetts
$304K +$10.5K +285 +3%
GIA
813
Gateway Investment Advisers
Ohio
$302K +$92.6K +2,504 +36%
BP
814
Ballentine Partners
Massachusetts
$301K -$21.1K -570 -6%
SFG
815
Seamount Financial Group
Colorado
$301K +$20.7K +559 +6%
CCM
816
Chiron Capital Management
Florida
$299K +$346K +9,353 New
IFO
817
Independent Family Office
New York
$299K +$346K +9,350 New
OCA
818
OpenArc Corporate Advisory
Georgia
$297K +$343K +9,284 New
FCM
819
Fortis Capital Management
Washington
$296K -$1.48K -40 -0.4%
WAP
820
Wealthcare Advisory Partners
Pennsylvania
$296K +$65K +1,758 +23%
ACM
821
Aljian Capital Management
Nevada
$294K +$17.6K +475 +5%
ZCP
822
Z3 Capital Partners
Virginia
$293K -$77.7K -2,100 -19%
NCM
823
NCM Capital Management
New Jersey
$291K – – –
HIIFS
824
Harel Insurance Investments & Financial Services
Israel
$290K +$256K +6,926 +324%
TBT
825
Texas Bank & Trust
Texas
$289K -$551K -14,903 -62%
31 32
33
34 35