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CMG

Name Holding Trade Value Shares
Change 		Change in
Stake
WSC
901
Wellington Shields & Co
New York
$772K +$241K +4,000 +45%
ADL
902
Asset Dedication LLC
California
$772K -$50.9K -844 -6%
PL
903
Perpetual Ltd
Australia
$771K +$521K +8,643 +208%
FWM
904
FFT Wealth Management
Pennsylvania
$764K +$157K +2,600 +26%
AWM
905
AE Wealth Management
Kansas
$763K +$285K +4,722 +60%
MWM
906
Moran Wealth Management
Florida
$758K -$11.9K -197 -2%
PSP
907
Principal Street Partners
Tennessee
$757K +$18.4K +306 +2%
MOS
908
MGO One Seven
Ohio
$757K +$262K +4,347 +53%
CWA
909
Clarus Wealth Advisors
Arizona
$755K +$122K +2,032 +18%
AFC
910
AFT Forsyth & Company
Florida
$754K – – –
PCG
911
Prosperity Consulting Group
Maryland
$750K +$131K +2,175 +21%
AIIMS
912
Analyst IMS Investment Management Services
Israel
$748K – – –
FFS
913
Founders Financial Securities
Maryland
$746K +$130K +2,159 +21%
LCGC
914
Legacy Capital Group California
California
$744K -$2.35K -39 -0.3%
FC
915
Forte Capital
New York
$741K -$31.6K -524 -4%
ACM
916
Aljian Capital Management
Nevada
$741K +$13.6K +225 +2%
FCBT
917
First Citizens Bank & Trust
North Carolina
$740K +$28.2K +468 +4%
OL
918
Optas LLC
Texas
$740K -$295K -4,892 -29%
SS
919
Sunbelt Securities
Texas
$731K -$9.94K -165 -1%
YC
920
Yarbrough Capital
Tennessee
$727K – – –
EWM
921
Evermay Wealth Management
Virginia
$726K +$20.1K +333 +3%
PFS
922
Prospera Financial Services
Texas
$722K -$44.4K -736 -6%
PAI
923
Pittenger & Anderson Inc
Nebraska
$722K +$224K +3,725 +45%
LCG
924
Lakeshore Capital Group
Illinois
$722K +$721K +11,970 New
LAM
925
LECAP Asset Management
United Kingdom
$721K -$161K -2,668 -18%
35 36
37
38 39