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CMG

Name Holding Trade Value Shares
Change 		Change in
Stake
IFWM
901
Institute for Wealth Management
Colorado
$214K -$3.7K -100 -1%
RLH
902
RD Lewis Holdings
Florida
$214K – – –
G
903
GenTrust
Florida
$212K +$2.66K +72 +1%
XWL
904
XXI Wealth LLC
Illinois
$212K -$30K -811 -11%
FI
905
Finivi Inc
Massachusetts
$211K +$10.7K +289 +5%
PCS
906
Personal CFO Solutions
New Jersey
$211K -$23.7K -640 -9%
PFS
907
Prospect Financial Services
New York
$210K -$5.55K -150 -2%
OP
908
Oslo Pensjonsforsikring
$210K +$243K +6,571 New
FFA
909
Fi3 Financial Advisors
Indiana
$210K -$69.7K -1,885 -22%
RT
910
Rockland Trust
Massachusetts
$210K -$1.44M -38,866 -86%
LA
911
LVW Advisors
New York
$210K -$25.3K -683 -9%
AIM
912
Avity Investment Management
Connecticut
$209K -$2.15K -58 -0.9%
MGIA
913
Moneta Group Investment Advisors
Missouri
$209K -$42.7K -1,155 -15%
SS
914
SBI Securities
Japan
$209K -$46K -1,244 -16%
MFA
915
Morling Financial Advisors
California
$207K -$34.2K -925 -13%
DWP
916
Daymark Wealth Partners
Ohio
$207K -$20.3K -548 -8%
NSUP
917
NLB Skladi upravljanje premozenja
$206K – – –
WC
918
Wynn Capital
Georgia
$206K – – –
GAG
919
GM Advisory Group
New York
$206K +$16K +434 +7%
LCWP
920
Legacy Capital Wealth Partners
Arkansas
$206K +$4.18K +113 +2%
PAG
921
Poinciana Advisors Group
Florida
$204K -$33.5K -906 -12%
PE
922
PCM Encore
Colorado
$204K +$11.9K +322 +5%
CPW
923
Cove Private Wealth
New York
$203K +$1.85K +50 +0.8%
AB
924
ANB Bank
Colorado
$202K +$12.9K +349 +6%
ATPW
925
Ashton Thomas Private Wealth
Arizona
$202K -$29.2K -789 -11%
35 36
37
38 39