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CMG

Name Holding Trade Value Shares
Change 		Change in
Stake
FIA
976
Foundations Investment Advisors
Arizona
$467K -$76K -1,398 -13%
MWM
977
Mission Wealth Management
California
$466K -$126K -2,315 -20%
SIM
978
Sentry Investment Management
Wisconsin
$465K -$162K -2,979 -23%
RP
979
Rowlandmiller & Partners
Georgia
$464K +$5.44K +100 +1%
LHWM
980
Lake Hills Wealth Management
Texas
$461K +$499K +9,183 New
EFL
981
ERn Financial LLC
Wisconsin
$460K -$124K -2,289 -20%
PWPS
982
Pinnacle Wealth Planning Services
Ohio
$458K -$1.47K -27 -0.3%
SWP
983
Semus Wealth Partners
Florida
$458K -$20.5K -377 -4%
PCMH
984
Polymer Capital Management (HK)
Hong Kong
$454K +$492K +9,044 New
ATPW
985
Ashton Thomas Private Wealth
Arizona
$453K +$161K +2,954 +49%
DIA
986
Dana Investment Advisors
Wisconsin
$452K – – –
FFM
987
Forum Financial Management
Illinois
$451K -$30.7K -564 -6%
MG
988
Marex Group
$451K +$489K +8,989 New
HIMS
989
Hager Investment Management Services
New Hampshire
$451K -$786K -14,451 -62%
SAG
990
SageView Advisory Group
California
$451K -$60.3K -1,108 -11%
3IP
991
3Chopt Investment Partners
Virginia
$446K +$483K +8,886 New
CTC
992
Central Trust Company
Missouri
$442K +$83.3K +1,531 +21%
MWM
993
Mindset Wealth Management
Indiana
$442K – – –
DBRC
994
D.B. Root & Company
Pennsylvania
$441K +$478K +8,792 New
SBFM
995
S-Bank Fund Management
Finland
$441K +$477K +8,775 New
SG
996
StoneX Group
New York
$440K +$43.1K +792 +10%
MF
997
Magnetar Financial
Illinois
$440K +$477K +8,762 New
CIA
998
Capital Investment Advisors
Georgia
$436K -$5.55K -102 -1%
FMB
999
Field & Main Bank
Kentucky
$435K -$66.1K -1,215 -12%
AC
1000
Avestar Capital
New York
$434K -$96K -1,765 -17%
38 39
40
41 42