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CMG

Name Holding Trade Value Shares
Change 		Change in
Stake
TCA
1051
Transcend Capital Advisors
New Jersey
$238K +$210K +4,100 New
WPW
1052
Waldron Private Wealth
Pennsylvania
$238K +$210K +4,100 New
BAM
1053
Belpointe Asset Management
Nevada
$237K +$207K +4,050 New
OL
1054
Optas LLC
Texas
$235K +$207K +4,050 New
AAS
1055
Ameritas Advisory Services
Nebraska
$234K -$43.5K -850 -18%
TWM
1056
Trueblood Wealth Management
Ohio
$233K -$58.8K -1,150 -22%
SDH
1057
Sloy Dahl & Holst
Washington
$233K +$205K +4,000 New
9WM
1058
9258 Wealth Management
Ohio
$230K +$202K +3,950 New
BFWA
1059
Benchmark Financial Wealth Advisors
Florida
$230K +$202K +3,950 New
MFIM
1060
Mesirow Financial Investment Management
Illinois
$230K +$202K +3,950 New
HWA
1061
HCR Wealth Advisors
California
$230K +$202K +3,950 New
FNFDCM
1062
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$227K +$199K +3,900 New
PSC
1063
Portman Square Capital
United Kingdom
$227K -$522K -10,200 -72%
USCWA
1064
U.S. Capital Wealth Advisors
Texas
$227K +$199K +3,900 New
CWS
1065
Confluence Wealth Services
Pennsylvania
$224K +$197K +3,850 New
SSWM
1066
Smith Salley Wealth Management
North Carolina
$224K +$197K +3,850 New
EL
1067
EWA LLC
Pennsylvania
$224K +$176K +3,450 New
BBA
1068
Braun-Bostich & Associates
Pennsylvania
$221K -$84.4K -1,650 -30%
AWM
1069
Aspire Wealth Management
Massachusetts
$221K +$194K +3,800 New
FCG
1070
Fielder Capital Group
Tennessee
$221K +$194K +3,800 New
TP
1071
Tranquility Partners
Tennessee
$221K +$194K +3,800 New
NL
1072
NWAM LLC
Washington
$220K +$176K +3,450 New
TSWM
1073
Tyler-Stone Wealth Management
Ohio
$218K – – –
1IA
1074
1834 Investment Advisors
Wisconsin
$218K +$192K +3,750 New
AF
1075
Apexium Financial
Texas
$218K +$192K +3,750 New
41 42
43
44 45