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CMG

Name Holding Trade Value Shares
Change 		Change in
Stake
NWWA
1051
New Wave Wealth Advisors
Arkansas
$333K +$330K +5,318 New
PWG
1052
Portside Wealth Group
Utah
$333K +$69K +1,111 +26%
PCA
1053
Pallas Capital Advisors
Massachusetts
$332K +$70K +1,126 +22%
DWA
1054
Douglass Winthrop Advisors
New York
$332K +$18.6K +300 +6%
PCMC
1055
Private Capital Management (Colorado)
Colorado
$330K +$621 +10 +0.2%
ACA
1056
Atlas Capital Advisors
Wyoming
$329K -$214K -3,450 -40%
BSAM
1057
Blue Square Asset Management
New York
$329K – – –
LAM
1058
Lifestyle Asset Management
Texas
$329K +$24.9K +400 +8%
BAM
1059
Belpointe Asset Management
Nevada
$328K +$73.6K +1,184 +29%
WDC
1060
Woodward Diversified Capital
California
$323K +$3.11K +50 +1%
FC
1061
Financial Council
Maryland
$323K +$9.32K +150 +3%
EAM
1062
Evanson Asset Management
California
$323K +$320K +5,150 New
RWP
1063
Revolve Wealth Partners
New Jersey
$323K -$124 -2 -0%
IFU
1064
iSAM Funds (UK)
United Kingdom
$321K +$318K +5,123 New
JIC
1065
Johnson Investment Counsel
Ohio
$320K +$93.6K +1,507 +42%
PPWM
1066
PFG Private Wealth Management
Florida
$320K -$15.5K -250 -5%
APP
1067
Avantax Planning Partners
Iowa
$320K – – –
RIS
1068
Retirement Income Solutions
Michigan
$320K – – –
ANBT
1069
American National Bank & Trust
Texas
$320K +$21.7K +350 +7%
NFG
1070
Nations Financial Group
Iowa
$320K +$37.3K +600 +13%
PA
1071
Procyon Advisors
Connecticut
$319K -$22K -354 -6%
HGERS
1072
Householder Group Estate & Retirement Specialist
Arizona
$319K +$267K +4,300 +538%
CPWA
1073
Cerro Pacific Wealth Advisors
California
$318K +$315K +5,070 New
BBHC
1074
Brown Brothers Harriman & Co
New York
$316K -$34.2K -550 -10%
BFIM
1075
Beese Fulmer Investment Management
Ohio
$316K – – –
41 42
43
44 45