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CMG

Name Holding Trade Value Shares
Change 		Change in
Stake
BAAM
926
Baker Avenue Asset Management
California
$311K +$67K +1,488 +23%
ACM
927
Aster Capital Management
United Arab Emirates
$310K +$288K +6,397 +424%
MGIA
928
Moneta Group Investment Advisors
Missouri
$309K +$76.5K +1,699 +28%
GS
929
GWN Securities
Florida
$308K +$354K +7,854 New
CT
930
Chicago Trust
Illinois
$307K -$490K -10,875 -58%
CI
931
CX Institutional
Indiana
$306K -$42K -933 -11%
GIA
932
Guyasuta Investment Advisors
Pennsylvania
$306K – – –
RA
933
Rise Advisors
New York
$305K +$1.26K +28 +0.4%
SFC
934
SYM Financial Corp
Indiana
$296K -$505K -11,216 -60%
WAP
935
Wealthcare Advisory Partners
Pennsylvania
$296K -$450 -10 -0.1%
JWM
936
Jeppson Wealth Management
California
$296K – – –
CAI
937
Capital Advisors Inc
Oklahoma
$295K +$19.9K +441 +6%
CA
938
Clune & Associates
Illinois
$295K -$3.51K -78 -1%
FIA
939
Foundations Investment Advisors
Arizona
$292K +$91.1K +2,024 +37%
BL
940
Balentine LLC
Georgia
$292K -$405 -9 -0.1%
HCM
941
Hollencrest Capital Management
California
$290K +$42.6K +947 +15%
1W
942
1776 Wealth
Georgia
$288K +$331K +7,348 New
MBT
943
Montecito Bank & Trust
California
$287K +$330K +7,335 New
MWM
944
Mission Wealth Management
California
$286K -$8.46K -188 -3%
GSB
945
Greenfield Savings Bank
Massachusetts
$286K +$328K +7,295 New
CAG
946
Crestwood Advisors Group
Massachusetts
$284K -$26.8K -596 -8%
IFWM
947
Institute for Wealth Management
Colorado
$284K +$4.5K +100 +1%
LWP
948
LeClair Wealth Partners
Ohio
$282K – – –
ATPW
949
Ashton Thomas Private Wealth
Arizona
$280K -$172K -3,811 -35%
AWA
950
Aaron Wealth Advisors
Illinois
$279K +$36.4K +808 +13%
36 37
38
39 40