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CMG

Name Holding Trade Value Shares
Change 		Change in
Stake
OIA
651
OneDigital Investment Advisors
Kansas
$720K -$375K -10,379 -35%
MCA
652
Magnolia Capital Advisors
Mississippi
$715K +$5.75K +159 +0.8%
TW
653
TritonPoint Wealth
Maryland
$703K -$1.34M -37,033 -66%
PA
654
Profund Advisors
Maryland
$696K -$126K -3,479 -16%
CG
655
Caprock Group
Idaho
$694K +$504K +13,944 +289%
SPC
656
Sigma Planning Corp
Michigan
$687K +$120K +3,306 +20%
PAS
657
Park Avenue Securities
New York
$687K -$905K -25,011 -57%
WPC
658
Wedmont Private Capital
Pennsylvania
$684K -$269K -7,447 -30%
GRP
659
Global Retirement Partners
California
$676K +$155K +4,292 +31%
UBG
660
United Bank (Georgia)
Georgia
$674K -$1.12M -31,071 -63%
PPW
661
Parcion Private Wealth
Washington
$667K +$652K +18,035 New
SI
662
Stephens Inc
Arkansas
$655K +$168K +4,656 +36%
S
663
SignatureFD
Georgia
$654K -$113K -3,122 -15%
IWA
664
Invera Wealth Advisors
Oregon
$651K -$156K -4,322 -20%
OF
665
Outfitter Financial
Maine
$650K -$6.15K -170 -1%
GT
666
Greenleaf Trust
Michigan
$650K -$30.1K -833 -5%
WF
667
Whelan Financial
California
$650K +$77.6K +2,145 +14%
CW
668
CreativeOne Wealth
Kansas
$648K +$50K +1,382 +9%
BZWA
669
Blue Zone Wealth Advisors
California
$648K – – –
WS
670
Wedbush Securities
California
$646K -$811K -22,409 -56%
FTWA
671
Fifth Third Wealth Advisors
Ohio
$633K -$1.37M -37,793 -69%
CCWM
672
Cassaday & Co Wealth Management
Virginia
$629K +$81.7K +2,259 +15%
HH
673
Hilltop Holdings
Texas
$629K +$38K +1,051 +7%
PWS
674
Peloton Wealth Strategists
Indiana
$629K -$1.45M -40,115 -70%
OTL
675
Oak Thistle LLC
New York
$622K +$608K +16,822 New
25 26
27
28 29