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CMG

Name Holding Trade Value Shares
Change 		Change in
Stake
ARMC
726
American Research & Management Company
Massachusetts
$14K – – –
AP
727
Atwood & Palmer
Missouri
$14K – – –
RFA
728
Reilly Financial Advisors
California
$14K – – –
SBL
729
Sargent Bickham Lagudis
Colorado
$14K – – –
SAI
730
Systematic Alpha Investments
New Jersey
$14K – – –
WAS
731
Winch Advisory Services
Wisconsin
$14K – – –
AWM
732
Accel Wealth Management
Iowa
$14K +$14.5K +500 New
HWMA
733
Heritage Wealth Management (Arizona)
Arizona
$14K +$14.5K +500 New
FWM
734
Focused Wealth Management
New York
$13K – – –
AWM
735
Avior Wealth Management
Nebraska
$11K -$18.8K -650 -62%
FHC
736
First Horizon Corporation
Tennessee
$11K +$1.45K +50 +14%
MWP
737
Meridian Wealth Partners
Pennsylvania
$10K +$10.1K +350 New
VNA
738
Valley National Advisers
Pennsylvania
$10K +$10.1K +350 New
PCG
739
Private Capital Group
Connecticut
$9K -$30.4K -1,050 -78%
JWM
740
Janiczek Wealth Management
Colorado
$9K -$21.7K -750 -71%
BWL
741
Bogart Wealth LLC
Virginia
$9K – – –
LFG
742
Larson Financial Group
Missouri
$9K +$8.68K +300 New
TCM
743
TD Capital Management
Tennessee
$9K +$8.68K +300 New
RWM
744
Raffa Wealth Management
District of Columbia
$8.53K +$1.45K +50 +20%
CFA
745
Carroll Financial Associates
North Carolina
$8K -$21.7K -750 -71%
M1FG
746
Mach-1 Financial Group
Arkansas
$7K -$1.45K -50 -17%
CWAF
747
Core Wealth Advisors (Florida)
Florida
$7K – – –
LWM
748
Liberty Wealth Management
California
$7K – – –
RCA
749
Ranch Capital Advisors
Florida
$7K – – –
LWA
750
Lenox Wealth Advisors
New York
$7K +$7.23K +250 New
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30
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