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CMG

Name Holding Trade Value Shares
Change 		Change in
Stake
SP
801
Stablepoint Partners
Massachusetts
$392K +$1.95K +54 +0.5%
AIM
802
Anchor Investment Management
South Carolina
$392K -$29.4K -814 -7%
BFIM
803
Beese Fulmer Investment Management
Ohio
$392K +$185K +5,123 +94%
SRL
804
Scientech Research LLC
New Jersey
$390K +$381K +10,545 New
BAM
805
Beaumont Asset Management
Texas
$388K +$379K +10,482 New
RRC
806
Range Rock Capital
Massachusetts
$388K +$379K +10,476 New
NP
807
NorthRock Partners
Minnesota
$386K -$266K -7,341 -41%
ADL
808
Asset Dedication LLC
California
$385K -$21.5K -594 -5%
NAG
809
Northstar Advisory Group
New Jersey
$383K +$18.4K +510 +5%
DAS
810
Dynamic Advisor Solutions
Arizona
$381K -$139K -3,835 -27%
UAG
811
United Advisor Group
Ohio
$379K -$44.1K -1,219 -11%
BWA
812
Beam Wealth Advisors
Louisiana
$379K -$34.6K -956 -9%
WIM
813
Wittenberg Investment Management
Massachusetts
$374K – – –
PA
814
Procyon Advisors
Connecticut
$370K +$171K +4,736 +90%
RCWM
815
Royal Capital Wealth Management
Indiana
$370K -$9.04K -250 -2%
SAM
816
SP Asset Management
California
$370K – – –
GS
817
GTS Securities
Florida
$369K +$361K +9,980 New
BP
818
Ballentine Partners
Massachusetts
$369K -$55.9K -1,546 -13%
WHG
819
Westwood Holdings Group
Texas
$367K -$21.6K -598 -6%
CF
820
Carlson Financial
Oregon
$366K +$358K +9,905 New
LF
821
LifePlan Financial
Minnesota
$366K +$358K +9,904 New
BC
822
Burney Company
Virginia
$366K -$7.16K -198 -2%
AWM
823
Ariadne Wealth Management
California
$361K +$365K +10,086 New
MGWM
824
Marks Group Wealth Management
Minnesota
$360K -$3.47M -95,981 -91%
LTAS
825
Linden Thomas Advisory Services
North Carolina
$360K -$2.53K -70 -0.7%
31 32
33
34 35