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CMG

Name Holding Trade Value Shares
Change 		Change in
Stake
VDI
1151
Vaughan David Investments
Illinois
$257K -$186K -3,000 -42%
OL
1152
Optas LLC
Texas
$257K +$3.11K +50 +1%
GD
1153
Grandfield & Dodd
New York
$257K – – –
HWA
1154
HCR Wealth Advisors
California
$257K +$9.32K +150 +4%
FAFN
1155
First Affirmative Financial Network
Colorado
$254K +$34.3K +552 +16%
TWP
1156
Triad Wealth Partners
Kansas
$254K +$252K +4,050 New
MFIM
1157
Mesirow Financial Investment Management
Illinois
$254K +$6.21K +100 +3%
WPW
1158
Waldron Private Wealth
Pennsylvania
$254K -$3.11K -50 -1%
HAFG
1159
Hansen & Associates Financial Group
California
$253K +$5.03K +81 New
MM
1160
MQS Management
New York
$252K +$249K +4,015 New
BFC
1161
Bedel Financial Consulting
Indiana
$251K -$28K -450 -10%
GA
1162
Geller Advisors
New York
$251K -$9.32K -150 -4%
SDH
1163
Sloy Dahl & Holst
Washington
$251K – – –
TWM
1164
Trueblood Wealth Management
Ohio
$251K – – –
9WM
1165
9258 Wealth Management
Ohio
$251K +$3.11K +50 +1%
DWP
1166
Daymark Wealth Partners
Ohio
$251K +$249K +4,000 New
IFO
1167
Independent Family Office
New York
$251K +$249K +4,000 New
FNWM
1168
Financial Network Wealth Management
Utah
$250K +$249K +4,000 New
C
1169
Covestor
United Kingdom
$248K -$55K -886 -18%
VAS
1170
Vestmark Advisory Solutions
Massachusetts
$247K -$87K -1,400 -26%
BFWA
1171
Benchmark Financial Wealth Advisors
Florida
$247K – – –
RI
1172
Ridgewood Investments
New Jersey
$245K -$30.6K -492 -11%
SP
1173
Systematic Portfolios
New York
$245K +$243K +3,905 New
FPAS
1174
Focus Partners Advisor Solutions
Missouri
$245K -$118K -1,897 -33%
FNFDCM
1175
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$244K – – –
45 46
47
48 49