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CMG

Name Holding Trade Value Shares
Change 		Change in
Stake
NW
1126
NewEdge Wealth
Pennsylvania
$276K -$155K -2,500 -36%
CLOS
1127
Compagnie Lombard Odier SCmA
Switzerland
$276K -$62.1K -1,000 -19%
EFG
1128
Embree Financial Group
Illinois
$276K – – –
HA
1129
Herold Advisors
New York
$276K +$55.9K +900 +26%
GF
1130
Gries Financial
Ohio
$274K +$14.2K +228 +5%
FFN
1131
Focus Financial Network
Minnesota
$273K +$80.3K +1,293 +35%
CWM
1132
Connecticut Wealth Management
Connecticut
$273K -$6.21K -100 -2%
SFS
1133
Shaker Financial Services
Virginia
$273K – – –
LCWP
1134
Legacy Capital Wealth Partners
Arkansas
$272K +$270K +4,339 New
GGV
1135
GG Group Ventures
Florida
$271K +$326K +5,250 New
FCG
1136
Fielder Capital Group
Tennessee
$269K +$31.1K +500 +13%
FIM
1137
Freedom Investment Management
Connecticut
$269K -$56.2K -904 -17%
MBT
1138
Montecito Bank & Trust
California
$266K -$62.1K -1,000 -19%
CWS
1139
Confluence Wealth Services
Pennsylvania
$266K +$24.9K +400 +10%
CCG
1140
Capital CS Group
California
$266K +$264K +4,250 New
DOA
1141
D'Orazio & Associates
Virginia
$266K +$37.2K +598 +16%
AF
1142
Apexium Financial
Texas
$263K +$28.1K +452 +12%
PL
1143
Perpetual Ltd
Australia
$263K -$519K -8,350 -67%
IDBONY
1144
Israel Discount Bank of New York
New York
$263K -$280K -4,500 -52%
PFBT
1145
Parkside Financial Bank & Trust
Missouri
$262K -$81.8K -1,316 -24%
MPWT
1146
MassMutual Private Wealth & Trust
Connecticut
$260K +$47.1K +758 +22%
JSW
1147
Journey Strategic Wealth
New Jersey
$260K +$258K +4,150 New
EWM
1148
Evercore Wealth Management
New York
$260K – – –
ICP
1149
Interchange Capital Partners
Pennsylvania
$258K +$256K +4,123 New
CA
1150
Claro Advisors
Massachusetts
$257K +$255K +4,105 New
44 45
46
47 48