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CMG

Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
701
Magellan Asset Management
Australia
$238K +$73.9K +2,100 +45%
AG
702
AlphaSimPlex Group
Massachusetts
$236K -$153K -4,350 -39%
IA
703
IFG Advisory
Georgia
$236K – – –
SCM
704
Stonebridge Capital Management
California
$236K – – –
SBIA
705
Sheaff Brock Investment Advisors
Indiana
$235K -$15.8K -450 -6%
PCIA
706
Prime Capital Investment Advisors
Kansas
$234K +$8.8K +250 +4%
AWE
707
Avidian Wealth Enterprises
Texas
$234K +$236K +6,700 New
PTC
708
Private Trust Company
Ohio
$233K -$7.04K -200 -3%
FP
709
Foundry Partners
Minnesota
$233K – – –
BBHC
710
Brown Brothers Harriman & Co
New York
$231K – – –
WWM
711
Western Wealth Management
Colorado
$230K +$234K +6,650 New
PA
712
Parallel Advisors
California
$229K -$24.6K -700 -10%
DCM
713
Donaldson Capital Management
Indiana
$229K – – –
MWM
714
Mission Wealth Management
California
$229K +$12.3K +350 +6%
CAI
715
Capital Advisors Inc
Oklahoma
$227K -$7.04K -200 -3%
CHA
716
Carmichael Hill & Associates
Maryland
$227K – – –
BFWA
717
Benchmark Financial Wealth Advisors
Florida
$226K -$3.52K -100 -2%
JWCA
718
J.W. Cole Advisors
Florida
$226K +$7.04K +200 +3%
MM
719
MQS Management
New York
$226K +$227K +6,450 New
SAM
720
Secure Asset Management
Michigan
$224K +$1.76K +50 +0.8%
WFI
721
West Family Investments
California
$222K -$31.7K -900 -12%
IA
722
IFP Advisors
Florida
$222K -$3.52K -100 -2%
VFA
723
Valeo Financial Advisors
Indiana
$222K -$3.52K -100 -2%
WA
724
Wealth Alliance
New York
$222K +$5.28K +150 +2%
CWG
725
Cornerstone Wealth Group
North Carolina
$220K +$8.8K +250 +4%
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