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CMG

Name Holding Trade Value Shares
Change 		Change in
Stake
MYLI
851
Meiji Yasuda Life Insurance
Japan
$313K +$285K +6,850 New
GRP
852
Global Retirement Partners
California
$311K -$8.32K -200 -3%
FWM
853
FFT Wealth Management
Pennsylvania
$311K -$20.8K -500 -7%
CAI
854
Capital Advisors Inc
Oklahoma
$311K – – –
T
855
TOBAM
France
$309K -$8.32K -200 -3%
TFA
856
Toth Financial Advisory
Virginia
$309K +$241K +5,800 +611%
PCM
857
Princeton Capital Management
New Jersey
$309K +$281K +6,750 New
SW
858
SVB Wealth
Massachusetts
$309K +$281K +6,750 New
FBB
859
Fulton Breakefield Broenniman
Maryland
$304K -$8.32K -200 -3%
IA
860
Insight Advisors
Pennsylvania
$304K – – –
BTI
861
Blue Trust Inc
Georgia
$303K +$95.7K +2,300 +39%
CW
862
CreativeOne Wealth
Kansas
$302K -$2.08K -50 -0.8%
IAIM
863
International Assets Investment Management
Florida
$302K -$10.4K -250 -4%
FPCP
864
Fort Point Capital Partners
California
$302K +$6.24K +150 +2%
IB
865
Intrust Bank
Kansas
$302K -$4.16K -100 -1%
PA
866
PFG Advisors
Arizona
$300K +$4.16K +100 +2%
VWM
867
Valley Wealth Managers
New Jersey
$300K -$16.6K -400 -6%
MC
868
Moors & Cabot
Massachusetts
$300K – – –
FCH
869
Freestone Capital Holdings
Washington
$295K +$268K +6,450 New
AFG
870
Alterity Financial Group
Maine
$295K – – –
HCM
871
Hollencrest Capital Management
California
$295K – – –
AWA
872
Aaron Wealth Advisors
Illinois
$295K +$10.4K +250 +4%
PCS
873
Personal CFO Solutions
New Jersey
$295K +$14.6K +350 +6%
M1FG
874
Mach-1 Financial Group
Arkansas
$295K +$268K +6,450 New
WC
875
Wynn Capital
Georgia
$295K +$268K +6,450 New
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