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CMG

Name Holding Trade Value Shares
Change 		Change in
Stake
VSQM
1026
V-Square Quantitative Management
Illinois
$411K +$219K +3,960 +125%
HCM
1027
Howard Capital Management
Georgia
$411K +$395K +7,134 New
WPW
1028
Watershed Private Wealth
Illinois
$409K +$16.8K +304 +4%
OF
1029
Outfitter Financial
Maine
$409K +$393K +7,100 New
FIA
1030
Foundations Investment Advisors
Arizona
$408K -$27.3K -494 -7%
CE
1031
Cornerstone Enterprises
Wisconsin
$406K – – –
AWA
1032
Arete Wealth Advisors
Illinois
$401K -$310K -5,608 -45%
SW
1033
SlateStone Wealth
Florida
$401K +$31.1K +561 +9%
9WM
1034
9258 Wealth Management
Ohio
$401K +$164K +2,959 +74%
RWM
1035
Ritholtz Wealth Management
New York
$401K +$50.6K +914 +15%
CI
1036
CX Institutional
Indiana
$399K +$14.2K +257 +4%
NHT
1037
New Hampshire Trust
New Hampshire
$399K +$383K +6,920 New
LA
1038
LVW Advisors
New York
$396K +$34.5K +623 +10%
KWM
1039
Keebeck Wealth Management
Illinois
$396K +$380K +6,870 New
NIP
1040
Nicholas Investment Partners
California
$392K +$377K +6,810 New
IA
1041
Insight Advisors
Pennsylvania
$392K +$166 +3 +0%
GM
1042
GeoWealth Management
Illinois
$392K +$58.1K +1,049 +18%
HCM
1043
Hollencrest Capital Management
California
$391K +$4.98K +90 +1%
CAI
1044
Capital Advisors Inc
Oklahoma
$390K -$4.15K -75 -1%
DP
1045
Dearborn Partners
Illinois
$389K – – –
CA
1046
Claro Advisors
Massachusetts
$389K +$146K +2,644 +64%
FCH
1047
Freestone Capital Holdings
Washington
$388K +$13.3K +240 +4%
OAM
1048
Oxford Asset Management
United Kingdom
$387K -$42K -759 -10%
PWA
1049
Prairie Wealth Advisors
Nebraska
$387K -$9.69K -175 -3%
HWA
1050
HCR Wealth Advisors
California
$386K +$144K +2,600 +63%
40 41
42
43 44