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CMG

Name Holding Trade Value Shares
Change 		Change in
Stake
1CP
826
17 Capital Partners
Arizona
$432K -$10.1K -225 -2%
ADL
827
Asset Dedication LLC
California
$431K -$81.6K -1,813 -14%
GCM
828
Gunderson Capital Management
South Carolina
$430K +$494K +10,982 New
HCM
829
Howard Capital Management
Georgia
$429K +$107K +2,376 +28%
C
830
Certuity
Florida
$425K -$152K -3,381 -24%
SFA
831
Souders Financial Advisors
Ohio
$424K +$3.6K +80 +0.7%
MYAM
832
Meiji Yasuda Asset Management
Japan
$424K -$164K -3,649 -25%
PWP
833
Prasad Wealth Partners
Ohio
$423K -$62.2K -1,381 -11%
EI
834
Ellevest Inc
New York
$421K -$67.4K -1,497 -12%
QC
835
Quent Capital
New York
$420K +$7.83K +174 +2%
QI
836
Qtron Investments
Massachusetts
$420K -$119K -2,649 -20%
DSC
837
Duncker Streett & Co
Missouri
$416K -$1.66M -36,905 -78%
WWM
838
Western Wealth Management
Colorado
$415K -$45.7K -1,016 -9%
SP
839
Stablepoint Partners
Massachusetts
$413K -$20.3K -450 -4%
SPWG
840
Sage Private Wealth Group
Illinois
$412K +$110K +2,434 +30%
WHG
841
Westwood Holdings Group
Texas
$412K -$20.2M -447,922 -98%
PCM
842
Parsons Capital Management
Rhode Island
$411K -$20.3K -450 -4%
SC
843
Syon Capital
California
$411K -$131K -2,910 -22%
SMA
844
Sage Mountain Advisors
Georgia
$410K +$32.3K +717 +7%
LFP
845
Leeward Financial Partners
Washington
$405K +$57.6K +1,279 +14%
SFS
846
Sowell Financial Services
Arkansas
$402K -$20.2K -449 -4%
GCP
847
GSA Capital Partners
United Kingdom
$402K +$187K +4,149 +68%
RCWM
848
Royal Capital Wealth Management
Indiana
$402K – – –
OL
849
Optas LLC
Texas
$402K -$21.6K -480 -4%
BWM
850
Bulltick Wealth Management
Florida
$401K +$461K +10,237 New
32 33
34
35 36