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CMG

Name Holding Trade Value Shares
Change 		Change in
Stake
CCP
951
Carmel Capital Partners
California
$8.54K +$7.86K +250 New
POIA
952
Pin Oak Investment Advisors
Texas
$7K – – –
SC
953
Schubert & Co
Texas
$6.83K – – –
MA
954
MCF Advisors
Kentucky
$6.83K +$1.57K +50 +33%
HT
955
Headlands Technologies
Illinois
$6.83K -$73.8K -2,350 -92%
CFGS
956
Concourse Financial Group Securities
Alabama
$6.83K -$1.57K -50 -20%
GI
957
Gradient Investments
Minnesota
$6.83K – – –
SCA
958
Stonebridge Capital Advisors
Minnesota
$6.83K – – –
BWA
959
BDO Wealth Advisors
Florida
$5.13K – – –
BBPWM
960
Blue Bell Private Wealth Management
Pennsylvania
$5.13K – – –
HWM
961
HighMark Wealth Management
Minnesota
$5.13K – – –
IFAM
962
Institutional & Family Asset Management
Colorado
$5.13K – – –
RTL
963
Red Tortoise LLC
Georgia
$5.13K – – –
TF
964
TimeScale Financial
Massachusetts
$5.13K – – –
PWMA
965
Pension & Wealth Management Advisors
Massachusetts
$5.13K +$4.71K +150 New
VWM
966
Venturi Wealth Management
Texas
$5.13K +$4.71K +150 New
CAM
967
Chesapeake Asset Management
New York
$5.12K +$4.71K +150 New
PVH
968
Psagot Value Holdings
Israel
$5K +$4.71K +150 New
PI
969
PEAK6 Investments
Illinois
$3.73K -$3.14K -100 -50%
PWMG
970
Prestige Wealth Management Group
New Jersey
$3.42K -$201K -6,400 -98%
RCM
971
Raleigh Capital Management
North Carolina
$3.42K -$7.86K -250 -71%
BWM
972
Baystate Wealth Management
Massachusetts
$3.42K – – –
BWM
973
BerganKDV Wealth Management
Minnesota
$3.42K – – –
CT
974
Clearstead Trust
Maine
$3.42K – – –
DCBT
975
Dakota Community Bank & Trust
North Dakota
$3.42K – – –
37 38
39
40 41