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CMG

Name Holding Trade Value Shares
Change 		Change in
Stake
EW
726
Evoke Wealth
California
$19K – – –
TFO
727
Tarbox Family Office
California
$19K +$1.43K +50 +9%
VNA
728
Valley National Advisers
Pennsylvania
$19K +$7.13K +250 +71%
PCM
729
Penserra Capital Management
California
$18K +$17.1K +600 New
LC
730
Lindbrook Capital
California
$17K -$8.56K -300 -35%
LWA
731
Lowe Wealth Advisors
Maryland
$17K – – –
AWM
732
Accel Wealth Management
Iowa
$16K – – –
ARMC
733
American Research & Management Company
Massachusetts
$16K – – –
AP
734
Atwood & Palmer
Missouri
$16K – – –
HWMA
735
Heritage Wealth Management (Arizona)
Arizona
$16K – – –
RFA
736
Reilly Financial Advisors
California
$16K – – –
SBL
737
Sargent Bickham Lagudis
Colorado
$16K – – –
WAS
738
Winch Advisory Services
Wisconsin
$16K – – –
JWM
739
Janiczek Wealth Management
Colorado
$14K +$4.28K +150 +50%
AWM
740
Avior Wealth Management
Nebraska
$12K – – –
FHC
741
First Horizon Corporation
Tennessee
$12K – – –
TWA
742
TCI Wealth Advisors
Arizona
$12K +$11.4K +400 New
EFSCE
743
Enterprise Financial Services Corp (EFSC)
Missouri
$11K -$5.71K -200 -36%
CFA
744
Carroll Financial Associates
North Carolina
$10K +$1.43K +50 +17%
ETC
745
Exchange Traded Concepts
Oklahoma
$9K -$24.3K -850 -74%
BWL
746
Bogart Wealth LLC
Virginia
$9K – – –
LFG
747
Larson Financial Group
Missouri
$9K – – –
PCG
748
Private Capital Group
Connecticut
$9K – – –
TCM
749
TD Capital Management
Tennessee
$9K – – –
FPS
750
Fieldpoint Private Securities
Connecticut
$9K +$1.43K +50 +25%
28 29
30
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