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CMG

Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
951
Prelude Capital Management
New York
$246K +$240K +6,646 New
AO
952
Advisor OS
Illinois
$245K -$499K -13,795 -68%
RLH
953
RD Lewis Holdings
Florida
$245K +$226K +6,250 New
NFSG
954
Newbridge Financial Services Group
Florida
$245K -$54.6K -1,510 -19%
AIM
955
Avity Investment Management
Connecticut
$244K -$15.2K -420 -6%
MSCM
956
McElhenny Sheffield Capital Management
Texas
$244K +$238K +6,582 New
MWM
957
Maridea Wealth Management
New York
$243K +$19K +525 +9%
G
958
GenTrust
Florida
$243K +$237K +6,563 New
CA
959
Claro Advisors
Massachusetts
$243K +$237K +6,558 New
WCP
960
Wick Capital Partners
Pennsylvania
$242K +$237K +6,543 New
CE
961
Cornerstone Enterprises
Wisconsin
$241K – – –
WC
962
Wynn Capital
Georgia
$239K – – –
NSUP
963
NLB Skladi upravljanje premozenja
$239K +$233K +6,450 New
CIA
964
Capital Investment Advisors
Georgia
$238K +$8.25K +228 +4%
RCAG
965
Rehmann Capital Advisory Group
Michigan
$238K +$44.4K +1,228 +24%
LFAS
966
Level Four Advisory Services
Texas
$238K -$176K -4,864 -43%
CA
967
Commerzbank Aktiengesellschaft
Germany
$238K -$10.2K -283 -4%
LCWP
968
Legacy Capital Wealth Partners
Arkansas
$233K +$228K +6,310 New
CPW
969
Cove Private Wealth
New York
$233K +$228K +6,305 New
TWM
970
Trueblood Wealth Management
Ohio
$233K +$21.4K +592 +10%
FI
971
Finivi Inc
Massachusetts
$233K -$14.4K -398 -6%
ISWM
972
Intesa Sanpaolo Wealth Management
$230K +$225K +6,218 New
AWM
973
Activest Wealth Management
Florida
$230K +$27.6K +764 +14%
RRWA
974
Rainey & Randall Wealth Advisors
Florida
$229K – – –
NWM
975
Northwest Wealth Management
Iowa
$229K +$224K +6,197 New
37 38
39
40 41