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CMG

Name Holding Trade Value Shares
Change 		Change in
Stake
VWM
801
Valley Wealth Managers
New Jersey
$552K +$151K +2,950 +45%
BCM
802
Brookstone Capital Management
Illinois
$547K +$89.5K +1,750 +23%
CGL
803
Clarius Group LLC
Washington
$546K -$94.6K -1,850 -16%
SBIA
804
Sheaff Brock Investment Advisors
Indiana
$541K +$40.9K +800 +9%
ACA
805
Aptus Capital Advisors
Alabama
$538K +$107K +2,100 +29%
GFA
806
Gallagher Fiduciary Advisors
Illinois
$533K -$5.11K -100 -1%
ILI
807
Invesco LLC (Illinois)
Illinois
$532K – – –
RP
808
Rowlandmiller & Partners
Georgia
$532K -$10.2K -200 -2%
CT
809
Coastline Trust
Rhode Island
$529K +$465K +9,100 New
BHCM
810
Brevan Howard Capital Management
Jersey
$523K -$1.42M -27,700 -75%
VCG
811
Vantage Consulting Group
Virginia
$517K -$84.4K -1,650 -16%
WA
812
Wealth Alliance
New York
$517K -$56.3K -1,100 -11%
MC
813
Moors & Cabot
Massachusetts
$514K +$118K +2,300 +35%
MG
814
Mather Group
Illinois
$512K – – –
NCM
815
NCM Capital Management
New Jersey
$509K – – –
MGIA
816
Moneta Group Investment Advisors
Missouri
$509K +$22.4M +437,500 New
HH
817
Hilltop Holdings
Texas
$509K +$189K +3,700 +73%
IDBONY
818
Israel Discount Bank of New York
New York
$506K -$384K -7,500 -46%
FFL
819
Future Fund LLC
Illinois
$506K +$46K +900 +12%
ACA
820
Atlas Capital Advisors
Wyoming
$506K – – –
RCWM
821
Royal Capital Wealth Management
Indiana
$503K – – –
ADIM
822
Alpha DNA Investment Management
Maryland
$500K +$20.5K +400 +5%
UAG
823
United Advisor Group
Ohio
$500K -$120K -2,350 -21%
SIG
824
Stonegate Investment Group
Alabama
$500K +$440K +8,600 New
GRP
825
Global Retirement Partners
California
$497K +$89.5K +1,750 +26%
31 32
33
34 35