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CMG

Name Holding Trade Value Shares
Change 		Change in
Stake
CT
951
Clearstead Trust
Maine
$68K – – –
WPWM
952
Western Pacific Wealth Management
Illinois
$67.6K -$1.18K -36 -2%
GKIM
953
GW&K Investment Management
Massachusetts
$66K +$26.8K +819 +74%
FC
954
Fairscale Capital
New Hampshire
$63.3K – – –
CT
955
Caldwell Trust
Florida
$63.2K -$60K -1,838 -50%
TWD
956
True Wealth Design
Ohio
$60.8K -$65.6K -2,008 -53%
HHCP
957
Hilton Head Capital Partners
South Carolina
$60.5K -$4.15K -127 -7%
CPG
958
Cornerstone Planning Group
New Jersey
$58K -$6.34K -194 -10%
TWM
959
Tripletail Wealth Management
Florida
$57K -$1.63K -50 -3%
KFP
960
Kerr Financial Planning
California
$52.7K -$4.08K -125 -7%
KA
961
Kozak & Associates
Colorado
$52.5K -$55.9K -1,712 -53%
CWM
962
Consultiva Wealth Management
Puerto Rico
$51K – – –
TCOT
963
Trust Company of Toledo
Ohio
$49K -$14.2K -435 -23%
AWM
964
Abound Wealth Management
Tennessee
$48.7K -$3.2K -98 -6%
TWIM
965
TIAA Wealth Investment Management
New York
$46.6K +$3K +92 +7%
CIA
966
Cape Investment Advisory
Georgia
$44.7K +$42.9K +1,314 New
APW
967
Allied Private Wealth
Florida
$44.3K +$43.3K +1,325 New
ABWM
968
Alpine Bank Wealth Management
Colorado
$44.2K +$42.5K +1,300 New
CTB
969
Country Trust Bank
Illinois
$44.2K +$17.9K +549 +73%
EWM
970
Evermay Wealth Management
Virginia
$43.5K – – –
GBT
971
Grove Bank & Trust
Florida
$43.5K – – –
NS
972
NBC Securities
Alabama
$43.4K -$10.4K -317 -20%
ST
973
Smithfield Trust
Pennsylvania
$43K -$8.17K -250 -17%
MMG
974
Monetary Management Group
Missouri
$42.5K – – –
FFO
975
Fortitude Family Office
Arizona
$39.8K +$27.5K +842 +255%
37 38
39
40 41