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CMG

Name Holding Trade Value Shares
Change 		Change in
Stake
BFIM
851
Beese Fulmer Investment Management
Ohio
$230K -$93K -2,848 -30%
SAM
852
Seelaus Asset Management
New Jersey
$230K +$221K +6,764 New
HCM
853
Hollencrest Capital Management
California
$228K – – –
AWA
854
Arkadios Wealth Advisors
Georgia
$227K -$124K -3,782 -36%
RCAG
855
Rehmann Capital Advisory Group
Michigan
$227K +$217K +6,654 New
GS
856
GTS Securities
Florida
$226K +$218K +6,659 New
ECM
857
Evergreen Capital Management
Washington
$226K -$283K -8,675 -57%
ATPW
858
Ashton Thomas Private Wealth
Arizona
$226K +$10.7K +328 +5%
IFWM
859
Institute for Wealth Management
Colorado
$225K -$2.45K -75 -1%
PCS
860
Personal CFO Solutions
New Jersey
$223K -$523 -16 -0.2%
PTC
861
Private Trust Company
Ohio
$223K -$9.24K -283 -4%
AIM
862
Avity Investment Management
Connecticut
$222K – – –
TCA
863
Transcend Capital Advisors
New Jersey
$222K -$62.9K -1,925 -23%
MTIM
864
Marathon Trading Investment Management
Pennsylvania
$221K -$109K -3,341 -34%
FJWM
865
Ferguson Johnson Wealth Management
Maryland
$221K +$212K +6,500 New
PFS
866
Prospect Financial Services
New York
$220K -$3.27K -100 -2%
MFA
867
Morling Financial Advisors
California
$220K – – –
NSUP
868
NLB Skladi upravljanje premozenja
$219K – – –
WC
869
Wynn Capital
Georgia
$219K – – –
UFA
870
Unify Financial Advisors
Florida
$219K -$8.17K -250 -4%
NWAG
871
Net Worth Advisory Group
Utah
$219K -$26.1K -798 -11%
GWM
872
Geneos Wealth Management
Colorado
$219K -$430K -13,150 -67%
BWL
873
Bogart Wealth LLC
Virginia
$216K +$93K +2,846 +81%
IAIM
874
International Assets Investment Management
Florida
$215K +$327 +10 +0.2%
LCWP
875
Legacy Capital Wealth Partners
Arkansas
$215K -$3.2K -98 -2%
33 34
35
36 37