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CMG

Name Holding Trade Value Shares
Change 		Change in
Stake
PCG
676
Private Capital Group
Connecticut
$37K – – –
FHA
677
First Horizon Advisors
Tennessee
$36K +$5.25K +200 +18%
MAWCM
678
Mine & Arao Wealth Creation & Management
California
$35K – – –
GGHC
679
Gilder Gagnon Howe & Co
New York
$35K +$31.5K +1,200 +2,400%
AW
680
Avion Wealth
Texas
$35K +$32.8K +1,250 New
JFGIW
681
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$31K +$28.9K +1,100 New
CFA
682
Carroll Financial Associates
North Carolina
$29K -$35.4K -1,350 -56%
AWM
683
Avior Wealth Management
Nebraska
$29K -$3.94K -150 -13%
JWM
684
Janiczek Wealth Management
Colorado
$29K +$2.62K +100 +11%
ADIM
685
Alpha DNA Investment Management
Maryland
$29K +$27.5K +1,050 New
FPB
686
First PREMIER Bank
South Dakota
$28K – – –
IBOK
687
Independence Bank of Kentucky
Kentucky
$28K – – –
BSG
688
Black Swift Group
Colorado
$28K +$26.2K +1,000 New
TFIPS
689
Towarzystwo Funduszy Inwestycyjnych PZU SA
$27.7K +$26.2K +1,000 New
APWA
690
Atlas Private Wealth Advisors
New Jersey
$26K – – –
CFGS
691
Concourse Financial Group Securities
Alabama
$26K – – –
VAIA
692
Virtus Alternative Investment Advisers
Connecticut
$26K +$13.1K +500 +111%
BWM
693
BerganKDV Wealth Management
Minnesota
$25K -$13.1K -500 -36%
AF
694
Advisornet Financial
Minnesota
$25K -$5.25K -200 -18%
SLF
695
Sun Life Financial
Ontario, Canada
$24K +$1.31K +50 +6%
AFS
696
Annapolis Financial Services
Maryland
$24K +$22.3K +850 New
CCM
697
Cribstone Capital Management
Maine
$22K +$1.31K +50 +7%
BWA
698
BDO Wealth Advisors
Florida
$22K +$17.1K +650 +433%
CPWM
699
Cypress Point Wealth Management
Texas
$22K +$21K +800 New
GAM
700
Gemmer Asset Management
California
$21K – – –
26 27
28
29 30