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CMG

Name Holding Trade Value Shares
Change 		Change in
Stake
KA
776
Kovack Advisors
Florida
$405K +$2.08K +50 +0.6%
NB
777
NBT Bank
New York
$405K +$37.4K +900 +11%
WA
778
Win Advisors
Florida
$403K +$366K +8,800 New
NCM
779
NCM Capital Management
New Jersey
$400K – – –
ACA
780
Atlas Capital Advisors
Wyoming
$398K – – –
MA
781
MJP Associates
Connecticut
$398K +$18.7K +450 +5%
NP
782
NorthRock Partners
Minnesota
$398K +$362K +8,700 New
RCWM
783
Royal Capital Wealth Management
Indiana
$396K – – –
3IP
784
3Chopt Investment Partners
Virginia
$396K +$360K +8,650 New
WANY
785
Wealthspire Advisors (New York)
New York
$393K +$99.9K +2,400 +39%
NRD
786
Nebula Research & Development
New York
$391K -$736K -17,700 -67%
CWP
787
Curated Wealth Partners
California
$389K +$354K +8,500 New
SBIA
788
Sheaff Brock Investment Advisors
Indiana
$389K +$4.16K +100 +1%
LWM
789
Laidlaw Wealth Management
New York
$386K -$210K -5,050 -37%
IC
790
Inscription Capital
Texas
$380K +$345K +8,300 New
TA
791
TFB Advisors
Kansas
$380K +$345K +8,300 New
MSAM
792
Moloney Securities Asset Management
Missouri
$377K -$104K -2,500 -23%
AA
793
ALPS Advisors
Colorado
$375K -$20.8K -500 -6%
ADIM
794
Alpha DNA Investment Management
Maryland
$375K +$68.7K +1,650 +25%
MCC
795
Money Concepts Capital
Florida
$370K -$27K -650 -7%
SCM
796
Shelton Capital Management
Colorado
$370K -$20.8K -500 -6%
PWPS
797
Pinnacle Wealth Planning Services
Ohio
$370K -$2.08K -50 -0.6%
DIA
798
Dana Investment Advisors
Wisconsin
$370K – – –
SWRP
799
Summit Wealth & Retirement Planning
California
$370K – – –
LMKC
800
L.M. Kohn & Company
Ohio
$366K +$2.08K +50 +0.6%
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