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CMG

Name Holding Trade Value Shares
Change 		Change in
Stake
WPW
1201
Waldron Private Wealth
Pennsylvania
$261K +$26.5K +478 +12%
MPM
1202
MBB Public Markets
Illinois
$259K +$249K +4,500 New
PIAS
1203
PCA Investment Advisory Services
Ohio
$256K – – –
GA
1204
Geller Advisors
New York
$256K +$24.3K +439 +11%
NFG
1205
Nations Financial Group
Iowa
$255K -$36.9K -667 -13%
HIC
1206
Holderness Investments Company
North Carolina
$255K +$245K +4,418 New
HA
1207
Herold Advisors
New York
$254K – – –
CFG
1208
Carr Financial Group
Massachusetts
$254K +$27.7K +500 +13%
CAG
1209
Crestwood Advisors Group
Massachusetts
$252K -$6.59K -119 -3%
CH
1210
Cromwell Holdings
Wyoming
$251K +$30.8K +556 +15%
SFS
1211
Shaker Financial Services
Virginia
$251K – – –
ICP
1212
Interchange Capital Partners
Pennsylvania
$251K +$12.5K +226 +5%
SI
1213
Seeds Investor
New York
$251K +$241K +4,348 New
LFAS
1214
Level Four Advisory Services
Texas
$248K +$246K +4,449 New
CWM
1215
Connecticut Wealth Management
Connecticut
$248K -$2.77K -50 -1%
FCG
1216
Fielder Capital Group
Tennessee
$247K -$720 -13 -0.3%
VDI
1217
Vaughan David Investments
Illinois
$246K +$9.13K +165 +4%
SAM
1218
SignalPoint Asset Management
Missouri
$245K +$29.3K +530 +14%
FTIS
1219
First Trust Investment Solutions
Florida
$243K -$115K -2,080 -33%
HI
1220
Harbour Investments
Wisconsin
$243K +$47.8K +863 +26%
EWM
1221
Evercore Wealth Management
New York
$243K +$3.27K +59 +1%
MCA
1222
Millennium Capital Advisors
Arkansas
$242K +$28K +505 +14%
AF
1223
Apexium Financial
Texas
$242K -$111 -2 -0%
MFIM
1224
Mesirow Financial Investment Management
Illinois
$242K +$8.3K +150 +4%
GDP
1225
Great Diamond Partners
Maine
$242K -$92.9K -1,678 -29%
47 48
49
50 51