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CMG

Name Holding Trade Value Shares
Change 		Change in
Stake
NAG
501
Northstar Advisory Group
New Jersey
$904K -$382K -12,150 -31%
SFA
502
Souders Financial Advisors
Ohio
$890K -$193K -6,150 -19%
AAM
503
Advisors Asset Management
Colorado
$888K -$64.4K -2,050 -7%
BL
504
BFSG LLC
California
$881K +$36.1K +1,150 +5%
KPWS
505
Kestra Private Wealth Services
Texas
$878K +$15.7K +500 +2%
WR
506
WD Rutherford
Oregon
$871K +$683K +21,750 +580%
CNBT
507
Canandaigua National Bank & Trust
New York
$870K +$800K +25,450 New
RWB
508
RMR Wealth Builders
New Jersey
$870K – – –
MFS
509
Monetta Financial Services
Illinois
$854K – – –
IIA
510
IPG Investment Advisors
California
$854K +$786K +25,000 New
RFC
511
Regions Financial Corp
Alabama
$827K +$28.3K +900 +4%
SIA
512
Schechter Investment Advisors
Michigan
$825K +$6.28K +200 +0.8%
BZWA
513
Blue Zone Wealth Advisors
California
$820K -$17.3K -550 -2%
PA
514
Profund Advisors
Maryland
$820K +$126K +4,000 +20%
DEA
515
DoubleLine ETF Adviser
Florida
$818K +$45.6K +1,450 +6%
NB
516
Nicolet Bankshares
Wisconsin
$817K -$4.71K -150 -0.4%
AAS
517
Avantax Advisory Services
Texas
$811K +$163K +5,200 +28%
BC
518
Bartlett & Co
Ohio
$798K -$3.14K -100 -0.4%
BCWM
519
Bartlett & Co Wealth Management
Ohio
$798K -$3.14K -100 -0.4%
RWPA
520
Richard W. Paul & Associates
Michigan
$791K +$45.6K +1,450 +7%
PGIM
521
Pacific Global Investment Management
California
$791K -$62.8K -2,000 -8%
EMG
522
ETF Managers Group
New Jersey
$777K +$9.43K +300 +1%
CTC
523
Central Trust Company
Missouri
$776K +$12.6K +400 +2%
SP
524
Successful Portfolios
Florida
$753K -$11K -350 -2%
LTAS
525
Linden Thomas Advisory Services
North Carolina
$752K +$6.28K +200 +0.9%
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