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CMG

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
901
Mission Wealth Management
California
$268K -$6.24K -150 -3%
AC
902
Abbrea Capital
California
$268K +$14.6K +350 +6%
IIM
903
Ipswich Investment Management
Massachusetts
$268K – – –
CIA
904
Capital Investment Advisors
Georgia
$268K +$243K +5,850 New
CHA
905
Carmichael Hill & Associates
Maryland
$265K – – –
WSC
906
Wellington Shields & Co
New York
$265K +$12.5K +300 +5%
FFA
907
Farther Finance Advisors
California
$264K +$64.5K +1,550 +36%
PA
908
Procyon Advisors
Connecticut
$262K +$239K +5,750 New
C
909
Covestor
United Kingdom
$262K +$39.5K +950 +20%
LF
910
Lee Financial
Texas
$261K +$27K +650 +13%
CFP
911
Catalyst Financial Partners
Massachusetts
$261K +$6.24K +150 +3%
AWA
912
Arkadios Wealth Advisors
Georgia
$261K +$237K +5,700 New
KP
913
Keel Point
Alabama
$261K +$237K +5,700 New
APP
914
Avantax Planning Partners
Iowa
$258K +$235K +5,650 New
BBHC
915
Brown Brothers Harriman & Co
New York
$256K – – –
VAS
916
Vestmark Advisory Solutions
Massachusetts
$256K +$233K +5,600 New
GLA
917
Good Life Advisors
Pennsylvania
$252K – – –
FFN
918
Focus Financial Network
Minnesota
$252K +$229K +5,500 New
RIA
919
Regal Investment Advisors
Michigan
$252K +$229K +5,500 New
BBA
920
Braun-Bostich & Associates
Pennsylvania
$249K -$2.08K -50 -0.9%
IA
921
IFG Advisory
Georgia
$249K +$227K +5,450 New
CLOS
922
Compagnie Lombard Odier SCmA
Switzerland
$247K +$62.4K +1,500 +38%
FI
923
Finivi Inc
Massachusetts
$247K +$225K +5,400 New
RCM
924
RB Capital Management
Nevada
$247K +$225K +5,400 New
TA
925
TFG Advisers
Michigan
$247K +$225K +5,400 New
35 36
37
38 39