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CMG

Name Holding Trade Value Shares
Change 		Change in
Stake
GKIM
951
GW&K Investment Management
Massachusetts
$66K +$26.8K +819 +74%
FC
952
Fairscale Capital
New Hampshire
$63.3K – – –
CT
953
Caldwell Trust
Florida
$63.2K -$60K -1,838 -50%
TWD
954
True Wealth Design
Ohio
$60.8K -$65.6K -2,008 -53%
HHCP
955
Hilton Head Capital Partners
South Carolina
$60.5K -$4.15K -127 -7%
CPG
956
Cornerstone Planning Group
New Jersey
$58K -$6.34K -194 -10%
TWM
957
Tripletail Wealth Management
Florida
$57K -$1.63K -50 -3%
KFP
958
Kerr Financial Planning
California
$52.7K -$4.08K -125 -7%
KA
959
Kozak & Associates
Colorado
$52.5K -$55.9K -1,712 -53%
CWM
960
Consultiva Wealth Management
Puerto Rico
$51K – – –
TCOT
961
Trust Company of Toledo
Ohio
$49K -$14.2K -435 -23%
AWM
962
Abound Wealth Management
Tennessee
$48.7K -$3.2K -98 -6%
TWIM
963
TIAA Wealth Investment Management
New York
$46.6K +$3K +92 +7%
CIA
964
Cape Investment Advisory
Georgia
$44.7K +$42.9K +1,314 New
APW
965
Allied Private Wealth
Florida
$44.3K +$43.3K +1,325 New
ABWM
966
Alpine Bank Wealth Management
Colorado
$44.2K +$42.5K +1,300 New
CTB
967
Country Trust Bank
Illinois
$44.2K +$17.9K +549 +73%
EWM
968
Evermay Wealth Management
Virginia
$43.5K – – –
GBT
969
Grove Bank & Trust
Florida
$43.5K – – –
NS
970
NBC Securities
Alabama
$43.4K -$10.4K -317 -20%
ST
971
Smithfield Trust
Pennsylvania
$43K -$8.17K -250 -17%
MMG
972
Monetary Management Group
Missouri
$42.5K – – –
FFO
973
Fortitude Family Office
Arizona
$39.8K +$27.5K +842 +255%
AP
974
Atwood & Palmer
Missouri
$39.1K +$19.6K +600 +109%
HBW
975
Hazlett, Burt & Watson
West Virginia
$39K – – –
37 38
39
40 41