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CMG

Name Holding Trade Value Shares
Change 		Change in
Stake
CFP
1026
Catalyst Financial Partners
Massachusetts
$362K +$8.14K +131 +2%
WB
1027
West Bancorporation
Iowa
$361K -$80.3K -1,292 -18%
GM
1028
GeoWealth Management
Illinois
$360K +$103K +1,650 +40%
LF
1029
Lee Financial
Texas
$360K – – –
OPA
1030
Old Port Advisors
Maine
$356K +$23.5K +378 +7%
1WA
1031
180 Wealth Advisors
Washington
$355K +$26.3K +423 +7%
PP
1032
Patron Partners
Texas
$354K +$351K +5,650 New
WAP
1033
Wealthcare Advisory Partners
Pennsylvania
$354K +$52.7K +848 +18%
LSA
1034
Lion Street Advisors
Texas
$351K +$348K +5,600 New
LFA
1035
Legacy Financial Advisors
Kentucky
$351K +$9.32K +150 +3%
HIP
1036
HUB Investment Partners
Texas
$351K +$348K +5,600 New
PCM
1037
Prelude Capital Management
New York
$351K +$348K +5,595 New
IA
1038
IFG Advisory
Georgia
$348K +$345K +5,550 New
LFP
1039
Leeward Financial Partners
Washington
$348K -$18.6K -300 -5%
SW
1040
SVB Wealth
Massachusetts
$341K -$96.3K -1,550 -22%
EP
1041
Edgestream Partners
New Jersey
$340K -$138K -2,222 -29%
HT
1042
Headlands Technologies
Illinois
$340K +$337K +5,424 New
JSL
1043
JT Stratford LLC
Georgia
$339K -$27.1K -436 -7%
BWM
1044
Birchcreek Wealth Management
Ohio
$339K +$6.4K +103 +2%
GIA
1045
Guyasuta Investment Advisors
Pennsylvania
$338K -$451K -7,252 -98%
SVWAG
1046
Sound View Wealth Advisors Group
Georgia
$338K +$59K +950 +21%
OAM
1047
Occidental Asset Management
California
$338K – – –
ZB
1048
Zions Bancorporation
Utah
$336K -$182K -2,937 -35%
OL
1049
Owen LaRue
Kentucky
$335K +$332K +5,350 New
EHC
1050
Everett Harris & Co
California
$335K – – –
40 41
42
43 44