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CMG

Name Holding Trade Value Shares
Change 		Change in
Stake
CHP
726
Cable Hill Partners
Oregon
$275K -$3.14K -100 -1%
GRP
727
Global Retirement Partners
California
$272K -$259K -8,250 -56%
APWM
728
Atlas Private Wealth Management
New York
$272K – – –
IFWM
729
Institute for Wealth Management
Colorado
$271K -$36.1K -1,150 -13%
BP
730
Ballentine Partners
Massachusetts
$266K +$245K +7,800 New
IFG
731
Independent Financial Group
California
$266K +$245K +7,800 New
SFS
732
Sowell Financial Services
Arkansas
$266K +$245K +7,800 New
BFEC
733
Benjamin F. Edwards & Company
Missouri
$265K -$28.3K -900 -10%
RA
734
Rise Advisors
New York
$263K – – –
FBB
735
Fulton Breakefield Broenniman
Maryland
$261K -$26.7K -850 -10%
LJAC
736
L.J. Altfest & Co
New York
$261K – – –
T
737
TOBAM
France
$261K – – –
SBIA
738
Sheaff Brock Investment Advisors
Indiana
$260K +$239K +7,600 New
MC
739
Moors & Cabot
Massachusetts
$258K -$14.1K -450 -6%
LMKC
740
L.M. Kohn & Company
Ohio
$258K -$1.57K -50 -0.7%
ACM
741
AUA Capital Management
Pennsylvania
$258K – – –
IF
742
IRON Financial
Illinois
$256K – – –
NHT
743
New Hampshire Trust
New Hampshire
$256K +$6.28K +200 +3%
P
744
Pitcairn
Pennsylvania
$256K +$236K +7,500 New
SW
745
SkyOak Wealth
Michigan
$256K +$236K +7,500 New
BL
746
Balentine LLC
Georgia
$255K – – –
FAIM
747
Financial Advocates Investment Management
Washington
$255K -$7.86K -250 -3%
BWAM
748
Boyd Watterson Asset Management
Ohio
$253K -$15.7K -500 -6%
GIA
749
Guyasuta Investment Advisors
Pennsylvania
$253K – – –
SG
750
StoneX Group
New York
$249K +$229K +7,300 New
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30
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