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CMG

Name Holding Trade Value Shares
Change 		Change in
Stake
PFBT
926
Parkside Financial Bank & Trust
Missouri
$245K -$14.6K -350 -6%
PPWM
927
PFG Private Wealth Management
Florida
$245K +$181K +4,350 +435%
KLCM
928
KG&L Capital Management
Louisiana
$245K +$223K +5,350 New
GWM
929
Geneos Wealth Management
Colorado
$242K -$41.6K -1,000 -16%
WP
930
WealthSource Partners
California
$242K +$221K +5,300 New
BSAM
931
Blue Square Asset Management
New York
$240K +$218K +5,250 New
LFP
932
Leeward Financial Partners
Washington
$240K +$218K +5,250 New
OAM
933
Occidental Asset Management
California
$240K +$218K +5,250 New
DP
934
Dearborn Partners
Illinois
$238K +$216K +5,200 New
EC
935
Eaton-Cambridge
Arizona
$238K +$216K +5,200 New
MFS
936
Mirabella Financial Services
United Kingdom
$238K +$216K +5,200 New
1WA
937
180 Wealth Advisors
Washington
$236K +$218K +5,250 New
RWP
938
Revolve Wealth Partners
New Jersey
$236K -$18.7K -450 -8%
GIA
939
Gateway Investment Advisers
Ohio
$236K -$16.6K -400 -7%
TWM
940
Trueblood Wealth Management
Ohio
$236K +$214K +5,150 New
VSQM
941
V-Square Quantitative Management
Illinois
$233K +$20.8K +500 +11%
CPSC
942
Carl P. Sherr & Co
Massachusetts
$233K +$212K +5,100 New
MWM
943
Marion Wealth Management
Pennsylvania
$233K +$212K +5,100 New
OPA
944
Old Port Advisors
Maine
$233K +$212K +5,100 New
RIS
945
Retirement Income Solutions
Michigan
$233K +$212K +5,100 New
WDC
946
Woodward Diversified Capital
California
$233K +$212K +5,100 New
LDB
947
Lee, Danner & Bass
Tennessee
$233K +$212K +5,100 New
GPFA
948
Game Plan Financial Advisors
Ohio
$231K +$210K +5,050 New
HB
949
Horizon Bancorp
Indiana
$231K +$10.4K +250 +5%
AC
950
Allstate Corporation
Illinois
$231K +$210K +5,050 New
36 37
38
39 40