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CMG

Name Holding Trade Value Shares
Change 		Change in
Stake
SP
1026
Successful Portfolios
Florida
$259K +$2.56K +50 +1%
ACG
1027
Allen Capital Group
Nebraska
$259K +$228K +4,450 New
DWA
1028
Delap Wealth Advisory
Oregon
$259K +$228K +4,450 New
RI
1029
Ridgewood Investments
New Jersey
$256K – – –
FEG
1030
Fund Evaluation Group
Ohio
$256K +$225K +4,400 New
EFG
1031
Embree Financial Group
Illinois
$256K – – –
RCA
1032
Resonant Capital Advisors
Wisconsin
$253K +$222K +4,350 New
SFS
1033
Shaker Financial Services
Virginia
$253K +$222K +4,350 New
SG
1034
StoneX Group
New York
$253K +$222K +4,350 New
ECM
1035
Evergreen Capital Management
Washington
$250K +$220K +4,300 New
WT
1036
Washington Trust
Rhode Island
$250K +$107K +2,100 +95%
FWP
1037
FAS Wealth Partners
Kansas
$247K +$217K +4,250 New
PWG
1038
Portside Wealth Group
Utah
$244K +$215K +4,200 New
GA
1039
Geller Advisors
New York
$241K -$107K -2,100 -34%
CAG
1040
Crestwood Advisors Group
Massachusetts
$241K +$212K +4,150 New
EWM
1041
Evercore Wealth Management
New York
$241K +$212K +4,150 New
GF
1042
Gries Financial
Ohio
$241K +$212K +4,150 New
NCFG
1043
New Century Financial Group
New Jersey
$241K +$212K +4,150 New
WCFA
1044
Walkner Condon Financial Advisors
Wisconsin
$241K +$212K +4,150 New
CSPIA
1045
Cary Street Partners Investment Advisory
Virginia
$241K +$212K +4,150 New
EAM
1046
Empirical Asset Management
Massachusetts
$240K +$12.5M +244,950 New
GM
1047
GeoWealth Management
Illinois
$238K +$210K +4,100 New
GD
1048
Grandfield & Dodd
New York
$238K +$210K +4,100 New
TCA
1049
Transcend Capital Advisors
New Jersey
$238K +$210K +4,100 New
WPW
1050
Waldron Private Wealth
Pennsylvania
$238K +$210K +4,100 New
40 41
42
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