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CMG

Name Holding Trade Value Shares
Change 		Change in
Stake
PW
701
Peninsula Wealth
California
$262K -$22.4K -750 -7%
AWM
702
Axxcess Wealth Management
California
$261K -$20.9K -700 -7%
AA
703
ALPS Advisors
Colorado
$261K – – –
GPFA
704
Game Plan Financial Advisors
Ohio
$261K +$281K +9,400 New
GG
705
Gofen & Glossberg
Illinois
$259K +$1.49K +50 +0.5%
MFA
706
Morling Financial Advisors
California
$257K – – –
SIM
707
Sentry Investment Management
Wisconsin
$255K -$13.4K -450 -5%
C
708
Certuity
Florida
$253K +$14.9K +500 +6%
CRWM
709
Castle Rock Wealth Management
California
$252K -$1.49K -50 -0.6%
IFWM
710
Institute for Wealth Management
Colorado
$252K -$4.48K -150 -2%
TW
711
Transform Wealth
Colorado
$251K -$14.9K -500 -5%
FP
712
Foundry Partners
Minnesota
$250K – – –
SS
713
Sunbelt Securities
Texas
$248K +$1.49K +50 +0.6%
VFA
714
Valeo Financial Advisors
Indiana
$247K +$266K +8,900 New
NCM
715
NCM Capital Management
New Jersey
$243K – – –
CAM
716
Cresset Asset Management
Illinois
$243K -$359K -12,000 -48%
ACA
717
Atlas Capital Advisors
Wyoming
$241K -$58.3K -1,950 -18%
AT
718
Arvest Trust
Oklahoma
$241K +$41.8K +1,400 +19%
BFEC
719
Benjamin F. Edwards & Company
Missouri
$240K -$10.5K -350 -4%
RCWM
720
Royal Capital Wealth Management
Indiana
$240K – – –
SCM
721
Shelton Capital Management
Colorado
$239K -$4.48K -150 -2%
WWM
722
Western Wealth Management
Colorado
$236K -$238K -7,950 -48%
NB
723
NBT Bank
New York
$236K -$20.9K -700 -8%
FBB
724
Fulton Breakefield Broenniman
Maryland
$236K -$13.4K -450 -5%
MMM
725
Mendel Money Management
Illinois
$236K +$254K +8,500 New
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