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CMG

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
926
Mission Wealth Management
California
$348K +$7.67K +150 +3%
PCP
927
Proficio Capital Partners
Massachusetts
$347K +$5.11K +100 +2%
CHA
928
Carmichael Hill & Associates
Maryland
$346K +$7.67K +150 +3%
MHR
929
Matthew Hamilton Rosenberg
$345K – – –
KP
930
Keel Point
Alabama
$343K +$10.2K +200 +4%
TCOV
931
Trust Company of Vermont
Vermont
$343K +$118K +2,300 +64%
JSL
932
JT Stratford LLC
Georgia
$340K -$53.7K -1,050 -15%
TWM
933
TriaGen Wealth Management
California
$340K -$2.56K -50 -0.8%
IIM
934
Ipswich Investment Management
Massachusetts
$340K – – –
LFP
935
Leeward Financial Partners
Washington
$340K +$30.7K +600 +11%
GIA
936
Guyasuta Investment Advisors
Pennsylvania
$338K – – –
WSC
937
Wellington Shields & Co
New York
$337K – – –
FPAS
938
Focus Partners Advisor Solutions
Missouri
$337K +$297K +5,800 New
VCM
939
Virtue Capital Management
Tennessee
$337K -$43.5K -850 -13%
LF
940
Lee Financial
Texas
$334K +$2.56K +50 +0.9%
1WA
941
180 Wealth Advisors
Washington
$334K +$25.6K +500 +10%
NB
942
Northwest Bancshares
Pennsylvania
$331K +$291K +5,700 New
PWM
943
Prosperity Wealth Management
California
$331K +$291K +5,700 New
ACA
944
Aspire Capital Advisors
Washington
$328K +$46K +900 +19%
CFP
945
Catalyst Financial Partners
Massachusetts
$328K -$2.56K -50 -0.9%
AWA
946
Aaron Wealth Advisors
Illinois
$326K -$43.5K -850 -13%
BBHC
947
Brown Brothers Harriman & Co
New York
$326K – – –
CWM
948
Centurion Wealth Management
Virginia
$323K -$105K -2,050 -27%
AWA
949
Arkadios Wealth Advisors
Georgia
$323K -$7.67K -150 -3%
AIC
950
Argus Investors Counsel
New York
$323K +$25.6K +500 +10%
36 37
38
39 40