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CMG

Name Holding Trade Value Shares
Change 		Change in
Stake
SW
1176
SVB Wealth
Massachusetts
$327K +$327K +5,427 New
API
1177
Asset Planning Inc
California
$327K +$327K +5,425 New
OAM
1178
Occidental Asset Management
California
$327K +$1.21K +20 +0.4%
FMTC
1179
Farmers & Merchants Trust Company
California
$325K – – –
PPWM
1180
PFG Private Wealth Management
Florida
$324K +$121 +2 +0%
ECM
1181
Evergreen Capital Management
Washington
$324K -$17.8K -296 -5%
EHC
1182
Everett Harris & Co
California
$323K – – –
SPA
1183
Sherbrooke Park Advisers
New York
$321K -$80.1K -1,329 -20%
ZIG
1184
Zullo Investment Group
Pennsylvania
$319K -$18.1K -300 -5%
GF
1185
Gries Financial
Ohio
$318K +$86.8K +1,440 +38%
BSAM
1186
Blue Square Asset Management
New York
$317K – – –
RCA
1187
Resonant Capital Advisors
Wisconsin
$316K +$15.8K +262 +5%
LAM
1188
L2 Asset Management
Massachusetts
$316K -$482 -8 -0.2%
BWM
1189
Birchcreek Wealth Management
Ohio
$314K -$57.8K -959 -16%
FFN
1190
Focus Financial Network
Minnesota
$312K -$13.6K -225 -4%
FC
1191
Financial Council
Maryland
$311K – – –
SFGP
1192
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$311K +$310K +5,150 New
CWS
1193
Confluence Wealth Services
Pennsylvania
$310K +$13.1K +218 +4%
ACG
1194
Allen Capital Group
Nebraska
$310K +$1.69K +28 +0.5%
MWM
1195
Marion Wealth Management
Pennsylvania
$309K -$274K -4,550 -47%
HWA
1196
HCR Wealth Advisors
California
$308K -$95.9K -1,592 -24%
FAN
1197
Financial Advisors Network
California
$308K +$307K +5,101 New
ANBT
1198
American National Bank & Trust
Texas
$308K – – –
GIA
1199
GHP Investment Advisors
Colorado
$308K – – –
RIS
1200
Retirement Income Solutions
Michigan
$308K – – –
46 47
48
49 50