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CMG

Name Holding Trade Value Shares
Change 		Change in
Stake
TF
851
TimeScale Financial
Massachusetts
$4K +$2.79K +100 +200%
BMD
852
Better Money Decisions
New Mexico
$4K +$4.18K +150 New
LFA
853
Level Financial Advisors
New York
$4K +$4.18K +150 New
PWMG
854
Prestige Wealth Management Group
New Jersey
$3K -$1.39K -50 -33%
BWM
855
Baystate Wealth Management
Massachusetts
$3K – – –
CT
856
Clearstead Trust
Maine
$3K – – –
DI
857
Disciplined Investments
Oklahoma
$3K – – –
NSIM
858
North Star Investment Management
Illinois
$3K – – –
SSB
859
Sandy Spring Bank
Maryland
$3K – – –
YAL
860
Your Advocates Ltd
Texas
$3K – – –
CWM
861
Castle Wealth Management
Florida
$3K +$2.79K +100 New
HCP
862
Hexagon Capital Partners
Arkansas
$3K +$2.79K +100 New
TWP
863
TFO Wealth Partners
Ohio
$3K +$2.79K +100 New
BCMLT
864
Beacon Capital Management LLC (Tennessee)
Tennessee
$2K – – –
FP
865
Financial Perspectives
Minnesota
$1.31K – – –
GFPC
866
Global Financial Private Client
Florida
$1.31K – – –
JWA
867
JFS Wealth Advisors
Pennsylvania
$1K -$6.96K -250 -83%
AAP
868
Arax Advisory Partners
Colorado
$1K -$1.39K -50 -50%
JWBC
869
John W. Brooker & Co
California
$1K – – –
PO
870
Private Ocean
California
$1K – – –
SC
871
Sierra Capital
Florida
$1K – – –
JFGIW
872
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1K +$1.39K +50 New
ONST
873
Old North State Trust
North Carolina
$331 – – –
SC
874
Samlyn Capital
New York
– -$118M -3,731,350 Closed
CCM
875
Candlestick Capital Management
Connecticut
– -$48.1M -1,521,700 Closed
33 34
35
36 37