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CMG

Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
1051
Belpointe Asset Management
Nevada
$237K +$207K +4,050 New
OL
1052
Optas LLC
Texas
$235K +$207K +4,050 New
AAS
1053
Ameritas Advisory Services
Nebraska
$234K -$43.5K -850 -18%
TWM
1054
Trueblood Wealth Management
Ohio
$233K -$58.8K -1,150 -22%
SDH
1055
Sloy Dahl & Holst
Washington
$233K +$205K +4,000 New
9WM
1056
9258 Wealth Management
Ohio
$230K +$202K +3,950 New
BFWA
1057
Benchmark Financial Wealth Advisors
Florida
$230K +$202K +3,950 New
MFIM
1058
Mesirow Financial Investment Management
Illinois
$230K +$202K +3,950 New
HWA
1059
HCR Wealth Advisors
California
$230K +$202K +3,950 New
FNFDCM
1060
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$227K +$199K +3,900 New
PSC
1061
Portman Square Capital
United Kingdom
$227K -$522K -10,200 -72%
USCWA
1062
U.S. Capital Wealth Advisors
Texas
$227K +$199K +3,900 New
CWS
1063
Confluence Wealth Services
Pennsylvania
$224K +$197K +3,850 New
SSWM
1064
Smith Salley Wealth Management
North Carolina
$224K +$197K +3,850 New
EL
1065
EWA LLC
Pennsylvania
$224K +$176K +3,450 New
BBA
1066
Braun-Bostich & Associates
Pennsylvania
$221K -$84.4K -1,650 -30%
AWM
1067
Aspire Wealth Management
Massachusetts
$221K +$194K +3,800 New
FCG
1068
Fielder Capital Group
Tennessee
$221K +$194K +3,800 New
TP
1069
Tranquility Partners
Tennessee
$221K +$194K +3,800 New
NL
1070
NWAM LLC
Washington
$220K +$176K +3,450 New
TSWM
1071
Tyler-Stone Wealth Management
Ohio
$218K – – –
1IA
1072
1834 Investment Advisors
Wisconsin
$218K +$192K +3,750 New
AF
1073
Apexium Financial
Texas
$218K +$192K +3,750 New
RA
1074
RFG Advisory
Alabama
$218K +$192K +3,750 New
SAM
1075
SignalPoint Asset Management
Missouri
$218K +$192K +3,750 New
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43
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