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CMG

Name Holding Trade Value Shares
Change 		Change in
Stake
SP
901
Stonebrook Private
Michigan
$624K +$600K +10,836 New
NWAG
902
Net Worth Advisory Group
Utah
$623K +$598K +10,805 New
MA
903
Modus Advisors
Minnesota
$620K +$336K +6,065 +129%
NP
904
NorthRock Partners
Minnesota
$616K +$8.3K +150 +1%
MWM
905
Mission Wealth Management
California
$615K +$88.8K +1,604 +18%
RCWM
906
Royal Capital Wealth Management
Indiana
$614K -$664K -12,000 -53%
CGL
907
Clarius Group LLC
Washington
$612K +$109K +1,962 +23%
RIL
908
Rothschild Investment LLC
Illinois
$611K +$133K +2,405 +29%
QP
909
Quartz Partners
New York
$606K +$582K +10,513 New
KWM
910
Kolinsky Wealth Management
New Jersey
$604K -$2.6K -47 -0.4%
AWA
911
Arkadios Wealth Advisors
Georgia
$602K +$151K +2,725 +35%
MPPLM
912
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$602K +$376K +6,791 +186%
PCG
913
Prosperity Consulting Group
Maryland
$592K +$368K +6,649 +184%
MSCM
914
McElhenny Sheffield Capital Management
Texas
$590K +$567K +10,242 New
FFS
915
Founders Financial Securities
Maryland
$588K +$3.04K +55 +0.5%
OQS
916
Occudo Quantitative Strategies
Florida
$588K -$944K -17,063 -63%
MCA
917
Magnolia Capital Advisors
Mississippi
$587K +$564K +10,186 New
TPW
918
Talon Private Wealth
Florida
$587K +$564K +10,185 New
CIA
919
Capital Investment Advisors
Georgia
$584K +$109K +1,977 +24%
EWA
920
EverSource Wealth Advisors
Alabama
$584K -$125K -2,266 -18%
WANY
921
Wealthspire Advisors (New York)
New York
$583K +$61.6K +1,113 +12%
WIM
922
Wittenberg Investment Management
Massachusetts
$582K – – –
FWM
923
FFT Wealth Management
Pennsylvania
$580K +$48.4K +874 +10%
CI
924
Conning Inc
Connecticut
$579K -$8.25K -149 -1%
SAM
925
SP Asset Management
California
$579K – – –
35 36
37
38 39