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CMG

Name Holding Trade Value Shares
Change 		Change in
Stake
IB
926
Intrust Bank
Kansas
$349K -$30.7K -600 -9%
RRWA
927
Rainey & Randall Wealth Advisors
Florida
$349K – – –
MWM
928
Mission Wealth Management
California
$348K +$7.67K +150 +3%
PCP
929
Proficio Capital Partners
Massachusetts
$347K +$5.11K +100 +2%
CHA
930
Carmichael Hill & Associates
Maryland
$346K +$7.67K +150 +3%
MHR
931
Matthew Hamilton Rosenberg
$345K – – –
KP
932
Keel Point
Alabama
$343K +$10.2K +200 +4%
TCOV
933
Trust Company of Vermont
Vermont
$343K +$118K +2,300 +64%
JSL
934
JT Stratford LLC
Georgia
$340K -$53.7K -1,050 -15%
TWM
935
TriaGen Wealth Management
California
$340K -$2.56K -50 -0.8%
IIM
936
Ipswich Investment Management
Massachusetts
$340K – – –
LFP
937
Leeward Financial Partners
Washington
$340K +$30.7K +600 +11%
GIA
938
Guyasuta Investment Advisors
Pennsylvania
$338K – – –
WSC
939
Wellington Shields & Co
New York
$337K – – –
FPAS
940
Focus Partners Advisor Solutions
Missouri
$337K +$297K +5,800 New
VCM
941
Virtue Capital Management
Tennessee
$337K -$43.5K -850 -13%
LF
942
Lee Financial
Texas
$334K +$2.56K +50 +0.9%
1WA
943
180 Wealth Advisors
Washington
$334K +$25.6K +500 +10%
NB
944
Northwest Bancshares
Pennsylvania
$331K +$291K +5,700 New
PWM
945
Prosperity Wealth Management
California
$331K +$291K +5,700 New
ACA
946
Aspire Capital Advisors
Washington
$328K +$46K +900 +19%
CFP
947
Catalyst Financial Partners
Massachusetts
$328K -$2.56K -50 -0.9%
AWA
948
Aaron Wealth Advisors
Illinois
$326K -$43.5K -850 -13%
BBHC
949
Brown Brothers Harriman & Co
New York
$326K – – –
CWM
950
Centurion Wealth Management
Virginia
$323K -$105K -2,050 -27%
36 37
38
39 40