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CMG

Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
576
Arkadios Wealth Advisors
Georgia
$36.5K +$32.1K +2,000 New
TWA
577
TCI Wealth Advisors
Arizona
$35K +$33.7K +2,100 New
ACM
578
Allred Capital Management
Texas
$34.3K +$32.9K +2,050 New
CCM
579
Cribstone Capital Management
Maine
$33K – – –
TFGT
580
TS Financial Group (TSFG)
Illinois
$33K – – –
SMFS
581
Squar Milner Financial Services
California
$33K +$32.1K +2,000 New
ADL
582
Asset Dedication LLC
California
$31K – – –
LFG
583
Larson Financial Group
Missouri
$29K +$28.1K +1,750 New
CFB
584
Cullen/Frost Bankers
Texas
$27K +$802 +50 +3%
PCG
585
Private Capital Group
Connecticut
$25K +$12K +750 +94%
CI
586
CX Institutional
Indiana
$24K – – –
MDCM
587
Morgan Dempsey Capital Management
Wisconsin
$24K – – –
ZB
588
Zions Bancorporation
Utah
$22K -$261K -16,250 -93%
IRC
589
Investors Research Corp
Georgia
$21K – – –
NCM
590
New Capital Management
Texas
$21K – – –
CA
591
CXI Advisors
Indiana
$21K +$20.1K +1,250 New
PA
592
PSI Advisors
Florida
$20K +$20.1K +1,250 New
CP
593
Corbenic Partners
Pennsylvania
$18K +$17.7K +1,100 New
FPB
594
First PREMIER Bank
South Dakota
$17K – – –
PHK
595
Point72 Hong Kong
Hong Kong
$15K -$349K -21,750 -96%
BCA
596
Berman Capital Advisors
Georgia
$15K +$3.21K +200 +29%
OIA
597
Optimum Investment Advisors
Illinois
$15K +$14.4K +900 New
TA
598
TFG Advisers
Michigan
$15K +$14.4K +900 New
OPS
599
Orion Portfolio Solutions
Nebraska
$14K +$13.6K +850 New
SLF
600
Sun Life Financial
Ontario, Canada
$13K -$4.81K -300 -29%
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