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CMG

Name Holding Trade Value Shares
Change 		Change in
Stake
PL
1001
Perpetual Ltd
Australia
$218K -$18K -497 -8%
PWP
1002
Phillips Wealth Planners
Mississippi
$218K -$33.1K -915 -15%
CWS
1003
Confluence Wealth Services
Pennsylvania
$217K +$19.3K +533 +10%
CAM
1004
CenterStar Asset Management
Illinois
$217K +$212K +5,850 New
ACM
1005
Aspen Capital Management
Idaho
$216K – – –
IB
1006
Intrust Bank
Kansas
$216K – – –
MHR
1007
Matthew Hamilton Rosenberg
$215K +$11.6K +322 +6%
TPCW
1008
TD Private Client Wealth
New York
$215K -$669K -18,491 -76%
KWA
1009
Kingswood Wealth Advisors
California
$215K +$210K +5,806 New
GCM
1010
Gallacher Capital Management
Colorado
$213K -$31K -856 -13%
C
1011
Covestor
United Kingdom
$212K +$20.9K +578 +11%
USCWA
1012
U.S. Capital Wealth Advisors
Texas
$211K -$1.57M -43,493 -88%
LF
1013
Lee Financial
Texas
$211K -$8.18K -226 -4%
MA
1014
Montag & Associates
Georgia
$210K -$22.4K -618 -10%
MWM
1015
Marion Wealth Management
Pennsylvania
$209K -$2.71K -75 -1%
ACA
1016
Aspire Capital Advisors
Washington
$208K -$434 -12 -0.2%
ACM
1017
Advisors Capital Management
New Jersey
$208K +$203K +5,614 New
CIAS
1018
Capital Investment Advisory Services
North Carolina
$205K -$40.3K -1,114 -17%
SWP
1019
Stone Wealth Partners
Louisiana
$205K +$200K +5,528 New
WWM
1020
Walser Wealth Management
Florida
$203K +$199K +5,496 New
SP
1021
Successful Portfolios
Florida
$203K +$183K +5,055 New
IA
1022
IFG Advisory
Georgia
$202K – – –
FMTC
1023
Farmers & Merchants Trust Company
California
$201K -$579 -16 -0.3%
SWRP
1024
Summit Wealth & Retirement Planning
California
$201K – – –
SFGP
1025
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$200K -$4.3K -119 -2%
39 40
41
42 43