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CMG

Name Holding Trade Value Shares
Change 		Change in
Stake
DA
1076
Drake & Associates
Wisconsin
$343K +$96.6K +1,777 +35%
KA
1077
Kozak & Associates
Colorado
$342K – – –
CFP
1078
Catalyst Financial Partners
Massachusetts
$341K +$2.5K +46 +0.7%
LSIA
1079
LaSalle St. Investment Advisors
Illinois
$341K +$166K +3,050 +81%
MWM
1080
Modern Wealth Management
Kansas
$341K +$29.5K +542 +9%
RLH
1081
RD Lewis Holdings
Florida
$340K – – –
SOW
1082
State of Wyoming
Wyoming
$340K +$2.72K +50 +0.7%
CMF
1083
Counterpoint Mutual Funds
California
$340K +$116K +2,142 +46%
HCM
1084
Howard Capital Management
Georgia
$338K -$54.8K -1,007 -13%
CA
1085
Commerzbank Aktiengesellschaft
Germany
$338K – – –
WWWM
1086
White Wing Wealth Management
Texas
$337K -$49.4K -909 -12%
TCM
1087
Traynor Capital Management
Pennsylvania
$336K -$44.8K -824 -11%
VVP
1088
Venture Visionary Partners
Ohio
$335K -$381 -7 -0.1%
GFA
1089
Gallagher Fiduciary Advisors
Illinois
$335K +$20.4K +376 +6%
IA
1090
Insight Advisors
Pennsylvania
$335K – – –
TCOTS
1091
Trust Company of the South
North Carolina
$334K -$2.72K -50 -0.7%
TA
1092
TFG Advisers
Michigan
$332K – – –
PWG
1093
Portside Wealth Group
Utah
$330K +$29.5K +542 +9%
IGAM
1094
iA Global Asset Management
Quebec, Canada
$330K +$133K +2,450 +59%
BAAM
1095
Baker Avenue Asset Management
California
$329K +$22.6K +416 +7%
RA
1096
Ransom Advisory
Rhode Island
$329K – – –
FI
1097
Finivi Inc
Massachusetts
$328K +$25.1K +462 +8%
PWMAG
1098
Pinnacle Wealth Management Advisory Group
New Jersey
$326K -$6.04K -111 -2%
FCH
1099
Freestone Capital Holdings
Washington
$326K -$1.58K -29 -0.4%
MPM
1100
MBB Public Markets
Illinois
$325K +$352K +6,480 New
42 43
44
45 46