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CMG

Name Holding Trade Value Shares
Change 		Change in
Stake
SFS
901
Sowell Financial Services
Arkansas
$602K -$423K -8,310 -44%
WF
902
Whelan Financial
California
$597K +$167K +3,280 +45%
NW
903
NewEdge Wealth
Pennsylvania
$595K -$2.08M -40,910 -75%
QC
904
Quent Capital
New York
$593K +$10.6K +208 +2%
DT
905
Diversified Trust
Tennessee
$582K +$14.2K +280 +3%
SS
906
SBI Securities
Japan
$580K -$49.8K -978 -9%
MOS
907
MGO One Seven
Ohio
$580K -$93.5K -1,838 -15%
AIM
908
Aigen Investment Management
New York
$579K -$255K -5,016 -33%
WG
909
Wealth Group
North Carolina
$579K -$1.27K -25 -0.2%
RCWM
910
Royal Capital Wealth Management
Indiana
$576K -$7.63K -150 -1%
FHWM
911
Fox Hill Wealth Management
Massachusetts
$575K -$14.9K -293 -3%
SBFM
912
S-Bank Fund Management
Finland
$573K +$72.4K +1,424 +16%
WIM
913
Wittenberg Investment Management
Massachusetts
$567K – – –
SAM
914
SP Asset Management
California
$564K – – –
LS
915
Livforsakringsbolaget Skandia
Sweden
$562K – – –
CWM
916
Capital Wealth Management
Rhode Island
$562K – – –
BI
917
Bramshill Investments
Florida
$562K +$509K +10,000 New
MPPLM
918
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$558K -$3.82K -75 -0.7%
XT
919
XTX Topco
Cayman Islands
$558K -$572K -11,238 -53%
JPWM
920
Jamison Private Wealth Management
Georgia
$557K +$2.19K +43 +0.4%
TCM
921
Teza Capital Management
Illinois
$554K -$584K -11,486 -54%
DAS
922
Diversify Advisory Services
Utah
$549K -$239K -4,689 -27%
SMA
923
Sage Mountain Advisors
Georgia
$547K +$305 +6 +0.1%
PCM
924
Pennsylvania Capital Management
Pennsylvania
$545K – – –
LTAS
925
Linden Thomas Advisory Services
North Carolina
$543K -$2.8K -55 -0.6%
35 36
37
38 39