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CMG

Name Holding Trade Value Shares
Change 		Change in
Stake
CTA
1026
Colonial Trust Advisors
South Carolina
$19.3K – – –
WPA
1027
West Paces Advisors
Georgia
$19.3K – – –
SIC
1028
SJS Investment Consulting
Ohio
$19.3K +$15.8K +400 +800%
UCB
1029
United Community Bank
South Carolina
$19.3K +$17.8K +450 New
SFG
1030
Steward Financial Group
Texas
$19K +$17.8K +450 New
RTC
1031
Riverview Trust Company
Washington
$17.1K – – –
WWP
1032
WR Wealth Planners
Missouri
$17.1K +$5.93K +150 +60%
GI
1033
Gradient Investments
Minnesota
$17.1K +$7.91K +200 +100%
BWA
1034
BDO Wealth Advisors
Florida
$17.1K +$9.89K +250 +167%
CAM
1035
Chesapeake Asset Management
New York
$17.1K +$9.89K +250 +167%
CT
1036
Caldwell Trust
Florida
$17.1K +$11.9K +300 +300%
OAJ
1037
Ogorek Anthony Joseph
New York
$17K – – –
CFD
1038
Creative Financial Designs
Indiana
$15K – – –
HCP
1039
Hexagon Capital Partners
Arkansas
$15K – – –
JWA
1040
JFS Wealth Advisors
Pennsylvania
$15K +$1.98K +50 +17%
MCM
1041
MV Capital Management
Maryland
$15K +$1.98K +50 +17%
WAS
1042
Winch Advisory Services
Wisconsin
$13K -$7.91K -200 -40%
NECFA
1043
New England Capital Financial Advisors
Connecticut
$12.8K – – –
RWM
1044
Raffa Wealth Management
District of Columbia
$12.8K – – –
SC
1045
SouthState Corp
Florida
$12.8K – – –
SWA
1046
Sutton Wealth Advisors
Florida
$12.8K – – –
TCM
1047
TD Capital Management
Tennessee
$12.8K – – –
SC
1048
Solstein Capital
California
$12.8K +$11.9K +300 New
FMP
1049
Financial Management Professionals
Texas
$11K – – –
PVH
1050
Psagot Value Holdings
Israel
$11K +$3.96K +100 +67%
40 41
42
43 44