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CMG

Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
851
AUA Capital Management
Pennsylvania
$442K +$2.56K +50 +0.7%
GSC
852
Grey Street Capital
Illinois
$442K +$389K +7,600 New
JWM
853
Jeppson Wealth Management
California
$439K – – –
IF
854
IRON Financial
Illinois
$436K – – –
TCOTS
855
Trust Company of the South
North Carolina
$436K – – –
NW
856
NewEdge Wealth
Pennsylvania
$434K +$46K +900 +15%
FWM
857
FFT Wealth Management
Pennsylvania
$433K +$33.2K +650 +10%
HI
858
HBK Investments
Texas
$433K +$381K +7,450 New
RA
859
Ransom Advisory
Rhode Island
$433K +$381K +7,450 New
FHC
860
First Heartland Consultants
Missouri
$433K +$7.67K +150 +2%
PWPS
861
Pinnacle Wealth Planning Services
Ohio
$430K -$35.8K -700 -9%
AC
862
ASB Consultores
Florida
$422K +$371K +7,250 New
FFM
863
Forum Financial Management
Illinois
$421K -$143K -2,800 -28%
FMLI
864
Fukoku Mutual Life Insurance
Japan
$421K – – –
GWM
865
Geneos Wealth Management
Colorado
$421K +$99.7K +1,950 +37%
SMC
866
Smith, Moore & Co
Missouri
$421K +$125K +2,450 +51%
MIM
867
Morningstar Investment Management
Illinois
$419K – – –
KC
868
Knuff & Co
California
$419K – – –
HCM
869
Hollencrest Capital Management
California
$416K +$35.8K +700 +11%
VDI
870
Vaughan David Investments
Illinois
$413K +$363K +7,100 New
AWM
871
AE Wealth Management
Kansas
$413K -$6.9M -134,950 -95%
SQA
872
Simon Quick Advisors
New Jersey
$413K -$25.6K -500 -7%
WB
873
West Bancorporation
Iowa
$410K -$17.9K -350 -5%
SMA
874
Sage Mountain Advisors
Georgia
$410K +$2.56K +50 +0.7%
IFWM
875
Institute for Wealth Management
Colorado
$408K -$7.67K -150 -2%
33 34
35
36 37