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CMG

Name Holding Trade Value Shares
Change 		Change in
Stake
WANY
926
Wealthspire Advisors (New York)
New York
$718K +$108K +1,786 +18%
WCAMG
927
Woodard & Company Asset Management Group
North Carolina
$715K +$715K +11,861 New
CPSC
928
Carl P. Sherr & Co
Massachusetts
$715K -$6.03K -100 -0.8%
EWA
929
EverSource Wealth Advisors
Alabama
$704K +$92.9K +1,542 +15%
VT
930
Vise Technologies
New York
$701K +$307K +5,094 +78%
MWM
931
Mission Wealth Management
California
$700K +$55.9K +928 +9%
EFS
932
Econ Financial Services
Pennsylvania
$692K +$692K +11,478 New
MA
933
MJP Associates
Connecticut
$692K +$37.2K +617 +6%
NFSG
934
Newbridge Financial Services Group
Florida
$691K +$691K +11,460 New
EFL
935
ERn Financial LLC
Wisconsin
$691K +$15.5K +258 +2%
NP
936
NorthRock Partners
Minnesota
$687K +$42K +697 +7%
OTPPB
937
Ontario Teachers' Pension Plan Board
Ontario, Canada
$679K -$113K -1,879 -14%
KA
938
Kintegral Advisory
New York
$676K -$31.5K -523 -4%
SP
939
Stablepoint Partners
Massachusetts
$672K – – –
BJL
940
Brighton Jones LLC
Washington
$669K -$23.7K -394 -3%
BI
941
BlueSpruce Investments
Illinois
$663K – – –
KWM
942
Kolinsky Wealth Management
New Jersey
$663K +$30.3K +502 +5%
QI
943
Qtron Investments
Massachusetts
$658K +$160K +2,649 +32%
AWA
944
Arkadios Wealth Advisors
Georgia
$658K +$28K +465 +4%
ET
945
Entropy Technologies
New York
$652K -$228K -3,786 -26%
PCA
946
Pallas Capital Advisors
Massachusetts
$652K +$107K +1,775 +20%
MWM
947
Meridian Wealth Management
Kentucky
$651K -$248K -4,115 -28%
OBAM
948
ODDO BHF Asset Management
France
$648K +$196K +3,252 +43%
RIL
949
Rothschild Investment LLC
Illinois
$648K +$8.5K +141 +1%
CCM
950
Cinctive Capital Management
New York
$647K -$103K -1,704 -14%
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