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CMG

Name Holding Trade Value Shares
Change 		Change in
Stake
TPCW
726
TD Private Client Wealth
New York
$131K +$3.64K +100 +3%
CI
727
CX Institutional
Indiana
$124K -$3.64K -100 -3%
DOA
728
D'Orazio & Associates
Virginia
$124K +$120K +3,300 +3,300%
KA
729
Kozak & Associates
Colorado
$123K +$122K +3,350 New
EWA
730
Evolution Wealth Advisors
Florida
$118K +$10.9K +300 +10%
GWS
731
Glassman Wealth Services
Virginia
$116K +$12.7K +350 +12%
AWA
732
Arkadios Wealth Advisors
Georgia
$110K -$100K -2,750 -47%
GM
733
GeoWealth Management
Illinois
$106K +$106K +2,900 New
CAL
734
Capital Advisors Ltd
Ohio
$98K – – –
PAI
735
Pittenger & Anderson Inc
Nebraska
$98K +$1.82K +50 +2%
HA
736
Herold Advisors
New York
$94K +$94.6K +2,600 New
UAML
737
US Asset Management LLC
Pennsylvania
$93K +$92.8K +2,550 New
RWM
738
Raffa Wealth Management
District of Columbia
$92.7K – – –
PCFFS
739
Pacific Center for Financial Services
California
$91K – – –
SWM
740
Sugarloaf Wealth Management
Georgia
$91K – – –
SWA
741
SOA Wealth Advisors
New York
$90K -$127K -3,500 -58%
NR
742
Newfound Research
Massachusetts
$89K -$16.4K -450 -16%
TWM
743
Tradition Wealth Management
Minnesota
$81K -$5.46K -150 -6%
TFGT
744
TS Financial Group (TSFG)
Illinois
$80K – – –
WT
745
Washington Trust
Rhode Island
$80K – – –
EI
746
Ellevest Inc
New York
$76K -$1.82K -50 -2%
KC
747
Knuff & Co
California
$76K – – –
MPWT
748
MassMutual Private Wealth & Trust
Connecticut
$76K – – –
JGIA
749
Jackson Grant Investment Advisers
Connecticut
$75K – – –
CWC
750
Carolinas Wealth Consulting
North Carolina
$68K -$10.9K -300 -14%
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