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CMG

Name Holding Trade Value Shares
Change 		Change in
Stake
WG
901
Wealth Group
North Carolina
$278K +$272K +7,510 New
WAP
902
Wealthcare Advisory Partners
Pennsylvania
$277K -$2.35K -65 -0.9%
UB
903
UMB Bank
Missouri
$277K -$281K -7,773 -51%
PP
904
PDS Planning
Ohio
$275K +$46.3K +1,279 +21%
C
905
Certuity
Florida
$275K -$123K -3,408 -31%
XWL
906
XXI Wealth LLC
Illinois
$275K +$269K +7,430 New
PWP
907
Prasad Wealth Partners
Ohio
$274K -$122K -3,382 -31%
FIA
908
Foundations Investment Advisors
Arizona
$274K -$1.52K -42 -0.6%
MFA
909
Morling Financial Advisors
California
$274K -$66.9K -1,850 -20%
BSI
910
Bennett Selby Investments
Maine
$273K -$53.9K -1,490 -17%
AFGAS
911
Allegiance Financial Group Advisory Services
Virginia
$273K +$267K +7,371 New
KAM
912
Knightsbridge Asset Management
California
$273K +$267K +7,371 New
WWM
913
Western Wealth Management
Colorado
$271K -$118K -3,271 -31%
BCM
914
Boltwood Capital Management
California
$271K -$197K -5,455 -43%
IAIM
915
International Assets Investment Management
Florida
$271K -$246K -6,802 -48%
PAG
916
Poinciana Advisors Group
Florida
$269K +$263K +7,280 New
CA
917
Clune & Associates
Illinois
$269K -$9.69K -268 -4%
BHCM
918
Brevan Howard Capital Management
Jersey
$268K -$7.06M -195,313 -96%
PGFC
919
Peapack-Gladstone Financial Corp
New Jersey
$268K -$25.3K -700 -9%
FBC
920
Fairfield, Bush & Co
Connecticut
$268K -$232K -6,404 -47%
LA
921
LVW Advisors
New York
$268K +$14.7K +407 +6%
PCS
922
Personal CFO Solutions
New Jersey
$267K -$55.6K -1,536 -18%
VAS
923
Vestmark Advisory Solutions
Massachusetts
$266K -$815K -22,528 -76%
CFFP
924
Center for Financial Planning
Michigan
$265K -$31.5K -872 -11%
LWP
925
LeClair Wealth Partners
Ohio
$265K -$1.48K -41 -0.6%
35 36
37
38 39