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CMG

Name Holding Trade Value Shares
Change 		Change in
Stake
VAS
676
Vestmark Advisory Solutions
Massachusetts
$234K +$235K +6,450 New
RP
677
Rowlandmiller & Partners
Georgia
$234K – – –
SAM
678
Secure Asset Management
Michigan
$231K -$25.5K -700 -10%
LSPW
679
Lake Street Private Wealth
Illinois
$231K +$231K +6,350 New
JWCA
680
J.W. Cole Advisors
Florida
$227K +$227K +6,250 New
WSCM
681
Wellington Shields Capital Management
New York
$227K +$227K +6,250 New
CA
682
Claro Advisors
Massachusetts
$225K +$226K +6,200 New
MWM
683
Mission Wealth Management
California
$225K +$226K +6,200 New
WA
684
Wealth Alliance
New York
$225K +$226K +6,200 New
MW
685
Marcum Wealth
Ohio
$224K -$16.4K -450 -7%
TCOV
686
Trust Company of Vermont
Vermont
$223K – – –
AIP
687
Almanack Investment Partners
Pennsylvania
$222K +$222K +6,100 New
ABTD
688
Arvest Bank Trust Division
Oklahoma
$222K +$222K +6,100 New
DWM
689
Darwin Wealth Management
Florida
$222K +$222K +6,100 New
IIM
690
Ipswich Investment Management
Massachusetts
$222K +$222K +6,100 New
PWPS
691
Pinnacle Wealth Planning Services
Ohio
$222K +$222K +6,100 New
CWG
692
Cornerstone Wealth Group
North Carolina
$220K +$220K +6,050 New
MSFS
693
Main Street Financial Solutions
Pennsylvania
$220K +$220K +6,050 New
RRWA
694
Rainey & Randall Wealth Advisors
Florida
$218K +$218K +6,000 New
FFG
695
Frisch Financial Group
New York
$216K +$216K +5,950 New
BFC
696
Bedel Financial Consulting
Indiana
$213K – – –
WOC
697
West Oak Capital
California
$213K – – –
LDFR
698
Lehman & Derafelo Financial Resources
Pennsylvania
$213K +$213K +5,850 New
AW
699
ACG Wealth
Georgia
$211K +$211K +5,800 New
AFP
700
Ausdal Financial Partners
Iowa
$211K +$211K +5,800 New
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