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CMG

Name Holding Trade Value Shares
Change 		Change in
Stake
BA
926
Bridgewater Advisors
New York
$264K +$235K +6,489 New
FLPIM
927
F.L. Putnam Investment Management
Massachusetts
$263K -$50.2K -1,389 -16%
ATPW
928
Ashton Thomas Private Wealth
Arizona
$263K -$1.34K -37 -0.5%
NAS
929
Nicolet Advisory Services
Wisconsin
$262K -$463K -12,789 -66%
PTC
930
Private Trust Company
Ohio
$261K +$9.01K +249 +4%
SWGC
931
Summit Wealth Group (Colorado)
Colorado
$261K +$255K +7,050 New
DWP
932
Daymark Wealth Partners
Ohio
$259K +$254K +7,011 New
SOAMC
933
Spirit of America Management Corp
New York
$259K -$1.2M -33,200 -83%
HCM
934
Hollencrest Capital Management
California
$257K -$16.5K -455 -6%
GIA
935
Gateway Investment Advisers
Ohio
$257K +$251K +6,941 New
RA
936
Riversedge Advisors
Delaware
$256K +$251K +6,929 New
FNBT
937
FineMark National Bank & Trust
Florida
$256K +$977 +27 +0.4%
CI
938
Conning Inc
Connecticut
$254K -$75.2K -2,080 -23%
AF
939
Advisornet Financial
Minnesota
$252K +$41.5K +1,146 +20%
ABLA
940
Alan B. Lancz & Associates
Ohio
$252K +$246K +6,800 New
IFWM
941
Institute for Wealth Management
Colorado
$251K -$17K -469 -6%
LSIA
942
LaSalle St. Investment Advisors
Illinois
$251K +$3.65K +101 +2%
FCG
943
Fielder Capital Group
Tennessee
$250K +$245K +6,765 New
CFP
944
Catalyst Financial Partners
Massachusetts
$250K +$10.8K +298 +5%
PFS
945
Prospect Financial Services
New York
$249K -$247K -6,815 -50%
TCOTS
946
Trust Company of the South
North Carolina
$248K – – –
LAM
947
L2 Asset Management
Massachusetts
$248K +$16.5K +455 +7%
UFA
948
Unify Financial Advisors
Florida
$248K +$242K +6,690 New
EWA
949
Exencial Wealth Advisors
Oklahoma
$247K -$7.03M -194,270 -97%
MWM
950
Meridian Wealth Management
Kentucky
$247K -$632K -17,482 -72%
36 37
38
39 40