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CMG

Name Holding Trade Value Shares
Change 		Change in
Stake
AF
1026
Advisornet Financial
Minnesota
$222K -$4.68K -104 -2%
ACA
1027
Aspire Capital Advisors
Washington
$221K +$45 +1 +0%
CWS
1028
Cypress Wealth Services
California
$220K -$3.6K -80 -1%
CFG
1029
Carr Financial Group
Massachusetts
$220K +$24.1K +535 +11%
FRA
1030
Frank Rimerman Advisors
California
$218K -$235K -5,225 -48%
SFGP
1031
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$217K +$15.4K +343 +7%
MHR
1032
Matthew Hamilton Rosenberg
$216K -$11.2K -249 -4%
SAMC
1033
Spectrum Asset Management (California)
California
$215K +$247K +5,492 New
PPWP
1034
Premier Path Wealth Partners
New Jersey
$215K -$98.2K -2,182 -28%
BFIM
1035
Beese Fulmer Investment Management
Ohio
$214K +$5.45K +121 +2%
FMTC
1036
Farmers & Merchants Trust Company
California
$214K -$13.5K -300 -5%
IA
1037
IFG Advisory
Georgia
$214K -$12.5K -278 -5%
AWM
1038
Activest Wealth Management
Florida
$214K +$222K +4,931 +954%
CRC
1039
Curi RMB Capital
Illinois
$213K -$157K -3,490 -39%
FI
1040
Financial Insights
Washington
$213K +$31.1K +690 +15%
SWRP
1041
Summit Wealth & Retirement Planning
California
$212K -$121K -2,680 -33%
ABTD
1042
Arvest Bank Trust Division
Oklahoma
$212K -$45.7K -1,016 -16%
JIP
1043
Jaffetilchin Investment Partners
Florida
$212K +$33K +732 +16%
LFA
1044
Legacy Financial Advisors
Kentucky
$212K -$66.8K -1,483 -22%
SEEDPG
1045
S.E.E.D. Planning Group
New York
$211K +$242K +5,382 New
EHC
1046
Everett Harris & Co
California
$210K – – –
SA
1047
Strategic Advocates
Utah
$210K -$1.25M -27,708 -84%
RIS
1048
Retirement Income Solutions
Michigan
$209K +$10.6K +235 +5%
CWS
1049
Confluence Wealth Services
Pennsylvania
$209K +$270 +6 +0.1%
BAM
1050
Belpointe Asset Management
Nevada
$208K +$239K +5,303 New
40 41
42
43 44