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CMG

Name Holding Trade Value Shares
Change 		Change in
Stake
AF
851
Advisornet Financial
Minnesota
$21K +$5.28K +150 +33%
LC
852
Lindbrook Capital
California
$19K -$1.76K -50 -8%
AP
853
Atwood & Palmer
Missouri
$19K – – –
LWA
854
Lowe Wealth Advisors
Maryland
$19K – – –
AWM
855
Accel Wealth Management
Iowa
$17K – – –
ARMC
856
American Research & Management Company
Massachusetts
$17K – – –
CCM
857
Cribstone Capital Management
Maine
$17K – – –
SBL
858
Sargent Bickham Lagudis
Colorado
$17K – – –
WAS
859
Winch Advisory Services
Wisconsin
$17K – – –
ARIS
860
Advanced Research Investment Solutions
California
$17K +$17.6K +500 New
AWA
861
Amplius Wealth Advisors
Pennsylvania
$17K +$17.6K +500 New
CFO
862
CVA Family Office
Colorado
$17K +$17.6K +500 New
FCFS
863
First Command Financial Services
Texas
$17K +$17.6K +500 New
OF
864
Outfitter Financial
Maine
$17K +$17.6K +500 New
FWM
865
Focused Wealth Management
New York
$16K – – –
TWA
866
TCI Wealth Advisors
Arizona
$16K – – –
LFG
867
Larson Financial Group
Missouri
$16K +$5.28K +150 +50%
PCM
868
Penserra Capital Management
California
$13K -$7.04K -200 -33%
AWM
869
Avior Wealth Management
Nebraska
$13K – – –
OAJ
870
Ogorek Anthony Joseph
New York
$13K – – –
TFS
871
TrustCore Financial Services
Tennessee
$12K +$8.8K +250 +250%
EWM
872
Elmwood Wealth Management
California
$12K +$12.3K +350 New
BWL
873
Bogart Wealth LLC
Virginia
$11K – – –
PCG
874
Private Capital Group
Connecticut
$11K – – –
SC
875
Stephens Consulting
Michigan
$10.5K +$10.6K +300 New
33 34
35
36 37