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CMG

Name Holding Trade Value Shares
Change 		Change in
Stake
RIA
601
Regal Investment Advisors
Michigan
$399K -$40.5K -1,150 -9%
GA
602
Greytown Advisors
Florida
$399K -$5.28K -150 -1%
HCM
603
Hollencrest Capital Management
California
$399K – – –
GC
604
Globeflex Capital
California
$397K – – –
FBB
605
Fulton Breakefield Broenniman
Maryland
$393K – – –
VAFP
606
Vahanian & Associates Financial Planning
New York
$392K +$394K +11,200 New
GC
607
Gilbert & Cook
Iowa
$390K +$1.76K +50 +0.5%
IAN
608
Integrated Advisors Network
Texas
$390K +$17.6K +500 +5%
MC
609
Machina Capital
France
$390K +$24.6K +700 +7%
S
610
SignatureFD
Georgia
$385K -$14.1K -400 -4%
CM
611
Castleark Management
Illinois
$385K – – –
WTA
612
Washington Trust Advisors
Massachusetts
$381K +$384K +10,900 New
SAM
613
SP Asset Management
California
$378K – – –
EWA
614
EP Wealth Advisors
California
$376K +$17.6K +500 +5%
LSA
615
Leonteq Securities AG
Switzerland
$376K +$192K +5,450 +103%
MPM
616
MBB Public Markets
Illinois
$374K +$377K +10,700 New
FWM
617
Frontier Wealth Management
Missouri
$372K +$73.9K +2,100 +25%
RP
618
Rowlandmiller & Partners
Georgia
$371K -$17.6K -500 -5%
BS
619
Banco Santander
Spain
$367K +$370K +10,500 New
IB
620
Intrust Bank
Kansas
$366K -$21.1K -600 -5%
MSFS
621
Main Street Financial Solutions
Pennsylvania
$364K +$153K +4,350 +72%
WJWM
622
Williams Jones Wealth Management
New York
$358K – – –
SGA
623
Seaport Global Advisors
Massachusetts
$357K +$359K +10,200 New
NFSG
624
Newbridge Financial Services Group
Florida
$355K +$10.6K +300 +3%
BWA
625
Blodgett Wealth Advisors
California
$351K +$354K +10,050 New
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