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CMG

Name Holding Trade Value Shares
Change 		Change in
Stake
FLPIM
926
F.L. Putnam Investment Management
Massachusetts
$263K -$50.2K -1,389 -16%
ATPW
927
Ashton Thomas Private Wealth
Arizona
$263K -$1.34K -37 -0.5%
NAS
928
Nicolet Advisory Services
Wisconsin
$262K -$463K -12,789 -66%
PTC
929
Private Trust Company
Ohio
$261K +$9.01K +249 +4%
SWGC
930
Summit Wealth Group (Colorado)
Colorado
$261K +$255K +7,050 New
DWP
931
Daymark Wealth Partners
Ohio
$259K +$254K +7,011 New
SOAMC
932
Spirit of America Management Corp
New York
$259K -$1.2M -33,200 -83%
HCM
933
Hollencrest Capital Management
California
$257K -$16.5K -455 -6%
GIA
934
Gateway Investment Advisers
Ohio
$257K +$251K +6,941 New
RA
935
Riversedge Advisors
Delaware
$256K +$251K +6,929 New
FNBT
936
FineMark National Bank & Trust
Florida
$256K +$977 +27 +0.4%
CI
937
Conning Inc
Connecticut
$254K -$75.2K -2,080 -23%
AF
938
Advisornet Financial
Minnesota
$252K +$41.5K +1,146 +20%
ABLA
939
Alan B. Lancz & Associates
Ohio
$252K +$246K +6,800 New
IFWM
940
Institute for Wealth Management
Colorado
$251K -$17K -469 -6%
LSIA
941
LaSalle St. Investment Advisors
Illinois
$251K +$3.65K +101 +2%
FCG
942
Fielder Capital Group
Tennessee
$250K +$245K +6,765 New
CFP
943
Catalyst Financial Partners
Massachusetts
$250K +$10.8K +298 +5%
PFS
944
Prospect Financial Services
New York
$249K -$247K -6,815 -50%
TCOTS
945
Trust Company of the South
North Carolina
$248K – – –
LAM
946
L2 Asset Management
Massachusetts
$248K +$16.5K +455 +7%
UFA
947
Unify Financial Advisors
Florida
$248K +$242K +6,690 New
EWA
948
Exencial Wealth Advisors
Oklahoma
$247K -$7.03M -194,270 -97%
MWM
949
Meridian Wealth Management
Kentucky
$247K -$632K -17,482 -72%
PCM
950
Prelude Capital Management
New York
$246K +$240K +6,646 New
36 37
38
39 40