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CMG

Name Holding Trade Value Shares
Change 		Change in
Stake
WSFS
851
Wilmington Savings Fund Society
Delaware
$732K -$388K -7,633 -37%
EWA
852
EverSource Wealth Advisors
Alabama
$727K +$85.4K +1,679 +15%
AUB
853
Atlantic Union Bankshares
Virginia
$727K +$659K +12,954 New
BC
854
Burney Company
Virginia
$727K -$86.5K -1,700 -12%
GIA
855
Gladstone Institutional Advisory
Florida
$726K -$77.6K -1,526 -11%
AIP
856
Ameritas Investment Partners
Nebraska
$725K -$9.92K -195 -1%
NFA
857
Northern Financial Advisors
Michigan
$721K +$51 +1 +0%
VA
858
Valmark Advisers
Ohio
$721K – – –
EFG
859
Everhart Financial Group
Ohio
$719K +$67.5K +1,327 +12%
ADL
860
Asset Dedication LLC
California
$719K -$254 -5 -0%
HW
861
Hancock Whitney
Mississippi
$719K -$1.01M -19,847 -61%
SFS
862
Stiles Financial Services
Minnesota
$716K +$49.1K +965 +8%
WI
863
Westbourne Investments
Virginia
$710K -$25.4K -500 -4%
MCCP
864
Mission Creek Capital Partners
California
$709K +$15.8K +310 +3%
GWM
865
Geneos Wealth Management
Colorado
$705K +$318K +6,253 +99%
AC
866
Avestar Capital
New York
$703K +$197K +3,876 +45%
BP
867
Baypointe Partners
Connecticut
$702K -$4.45M -87,500 -88%
WANY
868
Wealthspire Advisors (New York)
New York
$700K +$31K +609 +5%
AIIMS
869
Analyst IMS Investment Management Services
Israel
$696K – – –
CPC
870
Congress Park Capital
New York
$691K +$35.6K +700 +6%
MC
871
Moors & Cabot
Massachusetts
$689K -$74.1K -1,456 -11%
PCG
872
Prosperity Consulting Group
Maryland
$689K -$1.93K -38 -0.3%
MWM
873
Meridian Wealth Management
Kentucky
$688K -$39.6K -778 -6%
EI
874
Ellevest Inc
New York
$688K -$13K -256 -2%
WPW
875
Warther Private Wealth
Ohio
$687K -$10.7M -210,109 -94%
33 34
35
36 37