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CMG

Name Holding Trade Value Shares
Change 		Change in
Stake
SWRP
726
Summit Wealth & Retirement Planning
California
$277K +$255K +8,100 New
BFC
727
Blue Fin Capital
Rhode Island
$277K +$214K +6,800 New
CHP
728
Cable Hill Partners
Oregon
$275K -$3.14K -100 -1%
GRP
729
Global Retirement Partners
California
$272K -$259K -8,250 -56%
APWM
730
Atlas Private Wealth Management
New York
$272K – – –
IFWM
731
Institute for Wealth Management
Colorado
$271K -$36.1K -1,150 -13%
BP
732
Ballentine Partners
Massachusetts
$266K +$245K +7,800 New
IFG
733
Independent Financial Group
California
$266K +$245K +7,800 New
SFS
734
Sowell Financial Services
Arkansas
$266K +$245K +7,800 New
BFEC
735
Benjamin F. Edwards & Company
Missouri
$265K -$28.3K -900 -10%
RA
736
Rise Advisors
New York
$263K – – –
FBB
737
Fulton Breakefield Broenniman
Maryland
$261K -$26.7K -850 -10%
LJAC
738
L.J. Altfest & Co
New York
$261K – – –
T
739
TOBAM
France
$261K – – –
SBIA
740
Sheaff Brock Investment Advisors
Indiana
$260K +$239K +7,600 New
MC
741
Moors & Cabot
Massachusetts
$258K -$14.1K -450 -6%
LMKC
742
L.M. Kohn & Company
Ohio
$258K -$1.57K -50 -0.7%
ACM
743
AUA Capital Management
Pennsylvania
$258K – – –
IF
744
IRON Financial
Illinois
$256K – – –
NHT
745
New Hampshire Trust
New Hampshire
$256K +$6.28K +200 +3%
P
746
Pitcairn
Pennsylvania
$256K +$236K +7,500 New
SW
747
SkyOak Wealth
Michigan
$256K +$236K +7,500 New
BL
748
Balentine LLC
Georgia
$255K – – –
FAIM
749
Financial Advocates Investment Management
Washington
$255K -$7.86K -250 -3%
BWAM
750
Boyd Watterson Asset Management
Ohio
$253K -$15.7K -500 -6%
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30
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