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CMG

Name Holding Trade Value Shares
Change 		Change in
Stake
LMKC
701
L.M. Kohn & Company
Ohio
$238K -$20.1K -650 -8%
BJL
702
Brighton Jones LLC
Washington
$237K -$17K -550 -7%
CRWM
703
Castle Rock Wealth Management
California
$236K – – –
FIM
704
Freedom Investment Management
Connecticut
$234K -$121K -3,900 -33%
SFA
705
Sequoia Financial Advisors
Ohio
$231K -$37.2K -1,200 -13%
RA
706
Rise Advisors
New York
$231K +$3.1K +100 +1%
IWM
707
IHT Wealth Management
Illinois
$228K +$236K +7,600 New
ACM
708
AUA Capital Management
Pennsylvania
$227K – – –
PWPS
709
Pinnacle Wealth Planning Services
Ohio
$227K +$234K +7,550 New
RP
710
Rowlandmiller & Partners
Georgia
$225K -$7.75K -250 -3%
IF
711
IRON Financial
Illinois
$225K +$232K +7,500 New
NIMI
712
Natixis Investment Managers International
France
$223K – – –
BFM
713
Boothbay Fund Management
New York
$222K +$229K +7,400 New
GIA
714
Guyasuta Investment Advisors
Pennsylvania
$222K +$229K +7,400 New
OTL
715
Oak Thistle LLC
New York
$222K +$229K +7,400 New
WTA
716
Washington Trust Advisors
Massachusetts
$221K -$99.2K -3,200 -30%
QT
717
Quantbot Technologies
New York
$220K -$3.56M -114,800 -94%
AT
718
Arvest Trust
Oklahoma
$219K +$226K +7,300 New
OR
719
Olympiad Research
Connecticut
$216K +$223K +7,200 New
PTC
720
Petrus Trust Company
Texas
$216K +$223K +7,200 New
CRC
721
Curi RMB Capital
Illinois
$212K +$219K +7,050 New
BFC
722
Blue Fin Capital
Rhode Island
$210K +$217K +7,000 New
SW
723
SkyOak Wealth
Michigan
$210K +$217K +7,000 New
TCM
724
Traynor Capital Management
Pennsylvania
$210K +$217K +7,000 New
PFBT
725
Parkside Financial Bank & Trust
Missouri
$209K +$20.1K +650 +10%
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