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CMG

Name Holding Trade Value Shares
Change 		Change in
Stake
HIIFS
1076
Harel Insurance Investments & Financial Services
Israel
$79K +$6.76K +187 +10%
CPG
1077
Cornerstone Planning Group
New Jersey
$77.3K +$3.94K +109 +6%
EAM
1078
Erste Asset Management
Austria
$77K -$810K -22,395 -92%
WAG
1079
Wiser Advisor Group
Arizona
$75.8K – – –
TCOT
1080
Trust Company of Toledo
Ohio
$75.4K -$556K -15,363 -88%
UFF
1081
USA Financial Formulas
Michigan
$75.2K +$73.5K +2,032 New
CT
1082
Clearstead Trust
Maine
$74K -$3.62K -100 -5%
BC
1083
Barrett & Company
Rhode Island
$74K – – –
TFIPS
1084
Towarzystwo Funduszy Inwestycyjnych PZU SA
$72.9K – – –
SSG
1085
Summit Securities Group
New York
$72.6K -$12.6K -349 -15%
DE
1086
DV Equities
Illinois
$72K +$70.4K +1,945 New
FC
1087
Fairscale Capital
New Hampshire
$68.9K +$11.4K +316 +20%
SWIM
1088
Smallwood Wealth Investment Management
New Jersey
$68.5K – – –
SA
1089
Strategic Advocates
Utah
$66.7K -$128K -3,546 -66%
HHCP
1090
Hilton Head Capital Partners
South Carolina
$64.9K +$63.5K +1,755 New
KFP
1091
Kerr Financial Planning
California
$64.9K – – –
TWM
1092
Tripletail Wealth Management
Florida
$64.3K -$34.7K -960 -36%
GWSA
1093
Global Wealth Strategies & Associates
Colorado
$62.5K +$1.45K +40 +2%
FPB
1094
First PREMIER Bank
South Dakota
$61K – – –
AWM
1095
Abound Wealth Management
Tennessee
$60.8K -$6.51K -180 -10%
WPWM
1096
Western Pacific Wealth Management
Illinois
$59.3K -$31.9K -882 -36%
SWA
1097
SOA Wealth Advisors
New York
$59.2K +$36.2K +1,000 +167%
ST
1098
Smithfield Trust
Pennsylvania
$57K – – –
HBW
1099
Hazlett, Burt & Watson
West Virginia
$56K -$2.89K -80 -5%
CWM
1100
Consultiva Wealth Management
Puerto Rico
$55.5K – – –
42 43
44
45 46