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CMG

Name Holding Trade Value Shares
Change 		Change in
Stake
SP
826
Stonebrook Private
Michigan
$971K +$318K +5,270 +49%
AA
827
Ancora Advisors
Ohio
$967K -$13.6K -225 -1%
LA
828
LBP AM
France
$965K – – –
TAM
829
Trust Asset Management
Texas
$962K – – –
CCM
830
Conway Capital Management
California
$962K +$48.2K +800 +5%
NB
831
NBT Bank
New York
$961K +$113K +1,879 +13%
HCA
832
Harbor Capital Advisors
Illinois
$959K -$598K -9,917 -38%
HCM
833
Hodges Capital Management
Texas
$956K +$262K +4,350 +38%
MCA
834
Magnolia Capital Advisors
Mississippi
$952K +$338K +5,610 +55%
CPBTD
835
Central Pacific Bank - Trust Division
Hawaii
$950K – – –
WPW
836
Waldron Private Wealth
Pennsylvania
$948K +$675K +11,195 +247%
PGFC
837
Peapack-Gladstone Financial Corp
New Jersey
$948K +$5.06K +84 +0.5%
VFA
838
Valeo Financial Advisors
Indiana
$947K -$301K -5,000 -24%
CWM
839
Circle Wealth Management
New Jersey
$947K +$8.44K +140 +0.9%
TFA
840
Teamwork Financial Advisors
Texas
$947K -$339K -5,624 -26%
CM
841
Crestline Management
Texas
$944K +$944K +15,662 New
ACM
842
Allred Capital Management
Texas
$944K +$251K +4,161 +36%
BP
843
Ballentine Partners
Massachusetts
$944K +$33.4K +555 +4%
LSAG
844
Lake Street Advisors Group
New Hampshire
$942K -$10.8K -179 -1%
GLA
845
Good Life Advisors
Pennsylvania
$937K -$477K -7,920 -34%
BFC
846
Blue Fin Capital
Rhode Island
$936K +$33.9K +563 +4%
EFG
847
Everhart Financial Group
Ohio
$934K +$276K +4,580 +42%
HSA
848
HBK Sorce Advisory
Pennsylvania
$934K +$4.82K +80 +0.5%
JWBC
849
J.W. Burns & Co
New York
$933K +$401K +6,650 +75%
CFA
850
Capstone Financial Advisors
Illinois
$931K +$4.64K +77 +0.5%
32 33
34
35 36