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CMG

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
701
EPG Wealth Management
Georgia
$1.37M +$1.31M +23,712 New
GI
702
GAMMA Investing
California
$1.36M +$381K +6,887 +41%
JWM
703
Jupiter Wealth Management
Colorado
$1.36M +$331K +5,979 +34%
KWM
704
Kingsview Wealth Management
Oregon
$1.36M -$287K -5,183 -18%
PS
705
Principal Securities
Iowa
$1.36M +$607K +10,959 +87%
CT
706
Coastline Trust
Rhode Island
$1.36M +$187K +3,381 +17%
GLA
707
Good Life Advisors
Pennsylvania
$1.35M +$970K +17,523 +295%
SCTC
708
Sanibel Captiva Trust Company
Florida
$1.34M – – –
NP
709
Nilsine Partners
Colorado
$1.34M +$1.28M +23,194 New
S
710
SignatureFD
Georgia
$1.32M -$25.4K -458 -2%
PAM
711
Panagora Asset Management
Massachusetts
$1.32M +$34.9K +631 +3%
PA
712
Parallel Advisors
California
$1.3M +$93.2K +1,684 +8%
FHWM
713
Fox Hill Wealth Management
Massachusetts
$1.3M -$204K -3,685 -14%
ONST
714
Old North State Trust
North Carolina
$1.3M +$22.1K +399 +2%
DT
715
Diversified Trust
Tennessee
$1.29M -$74.7K -1,350 -6%
SC
716
Savoie Capital
Illinois
$1.28M +$1.23M +22,300 New
EF
717
Empowered Funds
Pennsylvania
$1.27M -$539K -9,735 -31%
SW
718
SteelPeak Wealth
California
$1.26M +$1.21M +21,894 New
IAS
719
Insigneo Advisory Services
Florida
$1.25M +$9.36K +169 +0.8%
XS
720
XR Securities
Illinois
$1.25M -$193K -3,479 -14%
BA
721
Ballast Advisors
Minnesota
$1.24M -$38.5K -695 -3%
GI
722
Gradient Investments
Minnesota
$1.23M -$8.13M -146,863 -87%
CSPIA
723
Cary Street Partners Investment Advisory
Virginia
$1.23M +$858K +15,497 +265%
TFA
724
Teamwork Financial Advisors
Texas
$1.23M -$8.51M -153,715 -88%
AO
725
Advisor OS
Illinois
$1.21M -$220K -3,976 -16%
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