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CMG

Name Holding Trade Value Shares
Change 		Change in
Stake
PCG
901
Prosperity Consulting Group
Maryland
$618K -$7.83K -144 -1%
MOS
902
MGO One Seven
Ohio
$611K -$20.8K -383 -3%
PGFC
903
Peapack-Gladstone Financial Corp
New Jersey
$610K -$194K -3,559 -23%
LCG
904
Lakeshore Capital Group
Illinois
$609K +$8.87K +163 +1%
AP
905
Americana Partners
Texas
$609K -$3.53M -64,821 -84%
YC
906
Yarbrough Capital
Tennessee
$605K – – –
FCBT
907
First Citizens Bank & Trust
North Carolina
$600K -$17.6K -323 -3%
WANY
908
Wealthspire Advisors (New York)
New York
$595K -$2.94K -54 -0.5%
SFS
909
Stiles Financial Services
Minnesota
$592K +$100K +1,845 +19%
LCGC
910
Legacy Capital Group California
California
$592K -$29.5K -542 -4%
ACM
911
Aljian Capital Management
Nevada
$587K -$32.6K -600 -5%
CUAMC
912
China Universal Asset Management Company
China
$585K -$2.54M -46,644 -80%
WWM
913
Western Wealth Management
Colorado
$585K -$1.08M -19,782 -63%
CPC
914
Congress Park Capital
New York
$582K +$116K +2,125 +22%
PCM
915
Parsons Capital Management
Rhode Island
$582K -$77.4K -1,424 -11%
FRM
916
Fox Run Management
Connecticut
$578K +$626K +11,505 New
RSA
917
River Street Advisors
Illinois
$577K +$625K +11,489 New
EFG
918
Everhart Financial Group
Ohio
$576K -$219K -4,019 -26%
BIG
919
Brooklyn Investment Group
New York
$575K +$209K +3,834 +50%
VI
920
Versor Investments
New York
$569K +$617K +11,341 New
SS
921
SBI Securities
Japan
$568K -$92.2K -1,695 -13%
NWAG
922
Net Worth Advisory Group
Utah
$567K +$37.5K +689 +6%
EWA
923
EverSource Wealth Advisors
Alabama
$566K -$21.9K -402 -3%
MA
924
MJP Associates
Connecticut
$563K -$14.8K -273 -2%
KA
925
Kintegral Advisory
New York
$561K -$2.01K -37 -0.3%
35 36
37
38 39