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CMG

Name Holding Trade Value Shares
Change 		Change in
Stake
CCP
1051
Carmel Capital Partners
California
$10.7K – – –
CT
1052
Colonial Trust
South Carolina
$10.7K – – –
CB
1053
Community Bank
New York
$10.7K – – –
CWAF
1054
Core Wealth Advisors (Florida)
Florida
$10.7K – – –
RG
1055
Retirement Group
California
$10.7K – – –
HF
1056
Halpern Financial
Virginia
$10.7K +$9.89K +250 New
POIA
1057
Pin Oak Investment Advisors
Texas
$9K – – –
MA
1058
MCF Advisors
Kentucky
$8.56K – – –
SCA
1059
Stonebridge Capital Advisors
Minnesota
$8.56K – – –
VWM
1060
Venturi Wealth Management
Texas
$8.56K +$1.98K +50 +33%
RCG
1061
Rock Creek Group
District of Columbia
$8.56K +$7.91K +200 New
JGIA
1062
Jackson Grant Investment Advisers
Connecticut
$6.42K -$81.1K -2,050 -93%
BBPWM
1063
Blue Bell Private Wealth Management
Pennsylvania
$6.42K – – –
HWM
1064
HighMark Wealth Management
Minnesota
$6.42K – – –
IFAM
1065
Institutional & Family Asset Management
Colorado
$6.42K – – –
PWMA
1066
Pension & Wealth Management Advisors
Massachusetts
$6.42K – – –
RTL
1067
Red Tortoise LLC
Georgia
$6.42K – – –
TF
1068
TimeScale Financial
Massachusetts
$6.42K – – –
FA
1069
Fiduciary Alliance
South Carolina
$6.42K +$5.93K +150 New
RIM
1070
Ranger Investment Management
Texas
$6.42K +$5.93K +150 New
CA
1071
Crewe Advisors
Utah
$4.28K -$65.3K -1,650 -94%
CFGS
1072
Concourse Financial Group Securities
Alabama
$4.28K -$3.96K -100 -50%
BWM
1073
Baystate Wealth Management
Massachusetts
$4.28K – – –
DI
1074
Disciplined Investments
Oklahoma
$4.28K – – –
NSIM
1075
North Star Investment Management
Illinois
$4.28K – – –
41 42
43
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