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CMG

Name Holding Trade Value Shares
Change 		Change in
Stake
JWM
851
Jeppson Wealth Management
California
$439K – – –
IF
852
IRON Financial
Illinois
$436K – – –
TCOTS
853
Trust Company of the South
North Carolina
$436K – – –
NW
854
NewEdge Wealth
Pennsylvania
$434K +$46K +900 +15%
FWM
855
FFT Wealth Management
Pennsylvania
$433K +$33.2K +650 +10%
HI
856
HBK Investments
Texas
$433K +$381K +7,450 New
RA
857
Ransom Advisory
Rhode Island
$433K +$381K +7,450 New
FHC
858
First Heartland Consultants
Missouri
$433K +$7.67K +150 +2%
PWPS
859
Pinnacle Wealth Planning Services
Ohio
$430K -$35.8K -700 -9%
AC
860
ASB Consultores
Florida
$422K +$371K +7,250 New
FFM
861
Forum Financial Management
Illinois
$421K -$143K -2,800 -28%
FMLI
862
Fukoku Mutual Life Insurance
Japan
$421K – – –
GWM
863
Geneos Wealth Management
Colorado
$421K +$99.7K +1,950 +37%
SMC
864
Smith, Moore & Co
Missouri
$421K +$125K +2,450 +51%
MIM
865
Morningstar Investment Management
Illinois
$419K – – –
KC
866
Knuff & Co
California
$419K – – –
HCM
867
Hollencrest Capital Management
California
$416K +$35.8K +700 +11%
VDI
868
Vaughan David Investments
Illinois
$413K +$363K +7,100 New
AWM
869
AE Wealth Management
Kansas
$413K -$6.9M -134,950 -95%
SQA
870
Simon Quick Advisors
New Jersey
$413K -$25.6K -500 -7%
WB
871
West Bancorporation
Iowa
$410K -$17.9K -350 -5%
SMA
872
Sage Mountain Advisors
Georgia
$410K +$2.56K +50 +0.7%
IFWM
873
Institute for Wealth Management
Colorado
$408K -$7.67K -150 -2%
TPI
874
Trust Point Inc
Wisconsin
$407K +$358K +7,000 New
CTC
875
Central Trust Company
Missouri
$407K -$5.11K -100 -1%
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