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CMG

Name Holding Trade Value Shares
Change 		Change in
Stake
WEC
551
Winslow Evans & Crocker
Massachusetts
$10K +$1.16K +100 +20%
FMII
552
Farmers & Merchants Investments Inc
Nebraska
$9K – – –
CI
553
CX Institutional
Indiana
$9K +$7.54K +650 New
GWS
554
Glassman Wealth Services
Virginia
$9K +$7.54K +650 New
ACS
555
Archford Capital Strategies
Illinois
$8K – – –
GEA
556
Glen Eagle Advisors
New Jersey
$7.1K – – –
POIA
557
Pin Oak Investment Advisors
Texas
$7K -$9.86K -850 -63%
OIA
558
OneDigital Investment Advisors
Kansas
$7K -$8.7K -750 -60%
ARMC
559
American Research & Management Company
Massachusetts
$7K – – –
BWM
560
BerganKDV Wealth Management
Minnesota
$7K – – –
CAL
561
Capital Advisors Ltd
Ohio
$7K – – –
LWA
562
Lowe Wealth Advisors
Maryland
$7K – – –
MCM
563
Manchester Capital Management
Vermont
$7K – – –
RFA
564
Reilly Financial Advisors
California
$7K – – –
FWM
565
Focused Wealth Management
New York
$7K +$580 +50 +11%
BCA
566
Berman Capital Advisors
Georgia
$7K +$3.48K +300 +120%
GSWM
567
Golden State Wealth Management
California
$7K +$5.8K +500 New
IWP
568
Icon Wealth Partners
Texas
$7K +$5.8K +500 New
KPW
569
Kore Private Wealth
New York
$6K – – –
FC
570
Ferris Capital
Massachusetts
$5K – – –
WCM
571
WealthBridge Capital Management
Ohio
$5K – – –
AIL
572
AGF Investments LLC
Ontario, Canada
$5K +$4.06K +350 New
BAM
573
Bruderman Asset Management
New York
$4K -$49.9K -4,300 -95%
LC
574
Lindbrook Capital
California
$4K -$12.8K -1,100 -76%
APC
575
Aspire Private Capital
North Carolina
$4K – – –
21 22
23
24 25