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CMG

Name Holding Trade Value Shares
Change 		Change in
Stake
CI
901
CX Institutional
Indiana
$381K +$15.3K +300 +5%
WI
902
Wintrust Investments
Illinois
$378K +$2.56K +50 +0.8%
AF
903
Advisornet Financial
Minnesota
$378K +$23K +450 +7%
WC
904
Wynn Capital
Georgia
$375K – – –
WMA
905
Wealth Management Associates
New Jersey
$373K +$14.9M +290,400 +4,090%
AA
906
ALPS Advisors
Colorado
$372K -$92K -1,800 -22%
MOS
907
MGO One Seven
Ohio
$369K -$43.5K -850 -12%
GPA
908
Guerra Pan Advisors
New Jersey
$369K +$325K +6,350 New
GDP
909
Great Diamond Partners
Maine
$366K – – –
PWMAG
910
Pinnacle Wealth Management Advisory Group
New Jersey
$366K +$5.11K +100 +2%
CAMG
911
CWA Asset Management Group
Florida
$366K +$322K +6,300 New
LA
912
LVW Advisors
New York
$363K +$12.8K +250 +4%
FBB
913
Fulton Breakefield Broenniman
Maryland
$363K -$20.5K -400 -6%
FPCP
914
Fort Point Capital Partners
California
$363K -$17.9K -350 -5%
PCS
915
Personal CFO Solutions
New Jersey
$363K -$10.2K -200 -3%
FP
916
Foundry Partners
Minnesota
$363K – – –
FNBT
917
FineMark National Bank & Trust
Florida
$363K +$79.3K +1,550 +33%
PWA
918
Prairie Wealth Advisors
Nebraska
$363K +$320K +6,250 New
TW
919
Traveka Wealth
California
$360K +$2.56K +50 +0.8%
TC
920
Trilogy Capital
California
$360K +$317K +6,200 New
AC
921
Abbrea Capital
California
$355K +$12.8K +250 +4%
IPAM
922
Investment Partners Asset Management
New Jersey
$352K -$15.3K -300 -5%
TA
923
TFG Advisers
Michigan
$350K +$30.7K +600 +11%
PPWP
924
Premier Path Wealth Partners
New Jersey
$350K -$2.56K -50 -0.8%
JFG
925
Jefferies Financial Group
New York
$349K -$5.21M -101,950 -94%
35 36
37
38 39