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CMG

Name Holding Trade Value Shares
Change 		Change in
Stake
MIM
951
Morningstar Investment Management
Illinois
$451K – – –
BWP
952
BSW Wealth Partners
Colorado
$449K +$16.8K +271 +4%
WI
953
Wintrust Investments
Illinois
$448K +$40.4K +650 +10%
SAM
954
Secure Asset Management
Michigan
$448K +$444K +7,150 New
JAG
955
Journey Advisory Group
Kentucky
$445K +$218K +3,510 +98%
BIG
956
Brooklyn Investment Group
New York
$443K -$469K -7,546 -98%
CE
957
Cornerstone Enterprises
Wisconsin
$442K +$6.21K +100 +1%
CPC
958
Congress Park Capital
New York
$442K +$438K +7,050 New
IFWM
959
Institute for Wealth Management
Colorado
$440K +$1.3K +21 +0.3%
CRWM
960
Castle Rock Wealth Management
California
$439K -$31.1K -500 -7%
RMDI
961
R.M. Davis Inc
Maine
$439K +$435K +7,000 New
CTC
962
Central Trust Company
Missouri
$432K -$6.21K -100 -1%
BWP
963
Balboa Wealth Partners
Arizona
$432K +$429K +6,900 New
PWA
964
Prairie Wealth Advisors
Nebraska
$431K +$39.4K +635 +10%
SIS
965
Strategic Investment Solutions
Illinois
$431K +$493K +7,937 New
TPI
966
Trust Point Inc
Wisconsin
$429K -$9.32K -150 -2%
CAI
967
Capital Advisors Inc
Oklahoma
$429K +$3.11K +50 +0.7%
AF
968
Advisornet Financial
Minnesota
$429K +$21.7K +350 +5%
IA
969
Insight Advisors
Pennsylvania
$426K +$9.32K +150 +2%
WPW
970
Watershed Private Wealth
Illinois
$426K +$134K +2,150 +46%
DP
971
Dearborn Partners
Illinois
$423K +$3.11K +50 +0.7%
HCM
972
Hollencrest Capital Management
California
$420K -$28K -450 -6%
AI
973
Axiom Investors
Connecticut
$420K +$416K +6,700 New
CI
974
CX Institutional
Indiana
$418K +$7.08K +114 +2%
SG
975
StoneX Group
New York
$417K +$143K +2,307 +53%
37 38
39
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