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CMG

Name Holding Trade Value Shares
Change 		Change in
Stake
POIA
951
Pin Oak Investment Advisors
Texas
$7K – – –
SC
952
Schubert & Co
Texas
$6.83K – – –
MA
953
MCF Advisors
Kentucky
$6.83K +$1.57K +50 +33%
HT
954
Headlands Technologies
Illinois
$6.83K -$73.8K -2,350 -92%
CFGS
955
Concourse Financial Group Securities
Alabama
$6.83K -$1.57K -50 -20%
GI
956
Gradient Investments
Minnesota
$6.83K – – –
SCA
957
Stonebridge Capital Advisors
Minnesota
$6.83K – – –
BWA
958
BDO Wealth Advisors
Florida
$5.13K – – –
BBPWM
959
Blue Bell Private Wealth Management
Pennsylvania
$5.13K – – –
HWM
960
HighMark Wealth Management
Minnesota
$5.13K – – –
IFAM
961
Institutional & Family Asset Management
Colorado
$5.13K – – –
RTL
962
Red Tortoise LLC
Georgia
$5.13K – – –
TF
963
TimeScale Financial
Massachusetts
$5.13K – – –
PWMA
964
Pension & Wealth Management Advisors
Massachusetts
$5.13K +$4.71K +150 New
VWM
965
Venturi Wealth Management
Texas
$5.13K +$4.71K +150 New
CAM
966
Chesapeake Asset Management
New York
$5.12K +$4.71K +150 New
PVH
967
Psagot Value Holdings
Israel
$5K +$4.71K +150 New
PI
968
PEAK6 Investments
Illinois
$3.73K -$3.14K -100 -50%
PWMG
969
Prestige Wealth Management Group
New Jersey
$3.42K -$201K -6,400 -98%
RCM
970
Raleigh Capital Management
North Carolina
$3.42K -$7.86K -250 -71%
BWM
971
Baystate Wealth Management
Massachusetts
$3.42K – – –
BWM
972
BerganKDV Wealth Management
Minnesota
$3.42K – – –
CT
973
Clearstead Trust
Maine
$3.42K – – –
DCBT
974
Dakota Community Bank & Trust
North Dakota
$3.42K – – –
DI
975
Disciplined Investments
Oklahoma
$3.42K – – –
37 38
39
40 41