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CMG

Name Holding Trade Value Shares
Change 		Change in
Stake
BWAM
776
Boyd Watterson Asset Management
Ohio
$271K – – –
GIA
777
Guyasuta Investment Advisors
Pennsylvania
$271K – – –
CWM
778
Centurion Wealth Management
Virginia
$271K +$17.5K +450 +6%
SGA
779
Seaport Global Advisors
Massachusetts
$269K +$42.9K +1,100 +18%
FWM
780
FFT Wealth Management
Pennsylvania
$267K +$54.6K +1,400 +24%
FHC
781
First Heartland Consultants
Missouri
$267K +$89.7K +2,300 +46%
IFWM
782
Institute for Wealth Management
Colorado
$266K -$9.75K -250 -3%
MIM
783
Morningstar Investment Management
Illinois
$264K – – –
ACA
784
Aptus Capital Advisors
Alabama
$262K +$279K +7,150 New
CTC
785
Central Trust Company
Missouri
$260K -$429K -11,000 -61%
RA
786
Rise Advisors
New York
$260K -$11.7K -300 -4%
SMA
787
Sage Mountain Advisors
Georgia
$260K +$21.4K +550 +8%
WMA
788
Wealth Management Associates
New Jersey
$260K +$81.9K +2,100 +42%
SQA
789
Simon Quick Advisors
New Jersey
$260K +$277K +7,100 New
GRP
790
Global Retirement Partners
California
$260K +$11.7K +300 +4%
SC
791
Syon Capital
California
$256K +$273K +7,000 New
T
792
TOBAM
France
$255K -$27.3K -700 -9%
BTI
793
Blue Trust Inc
Georgia
$255K +$19.5K +500 +9%
VWM
794
Valley Wealth Managers
New Jersey
$255K +$7.8K +200 +3%
FBB
795
Fulton Breakefield Broenniman
Maryland
$251K -$19.5K -500 -7%
MFG
796
Merit Financial Group
Georgia
$249K -$2.09M -53,650 -89%
EFG
797
Everhart Financial Group
Ohio
$249K -$688K -17,650 -72%
CAI
798
Capital Advisors Inc
Oklahoma
$249K – – –
XS
799
XR Securities
Illinois
$249K +$265K +6,800 New
IAIM
800
International Assets Investment Management
Florida
$247K – – –
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