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CMG

Name Holding Trade Value Shares
Change 		Change in
Stake
CPG
1076
Cornerstone Planning Group
New Jersey
$77.3K +$3.94K +109 +6%
EAM
1077
Erste Asset Management
Austria
$77K -$810K -22,395 -92%
WAG
1078
Wiser Advisor Group
Arizona
$75.8K – – –
TCOT
1079
Trust Company of Toledo
Ohio
$75.4K -$556K -15,363 -88%
UFF
1080
USA Financial Formulas
Michigan
$75.2K +$73.5K +2,032 New
CT
1081
Clearstead Trust
Maine
$74K -$3.62K -100 -5%
BC
1082
Barrett & Company
Rhode Island
$74K – – –
TFIPS
1083
Towarzystwo Funduszy Inwestycyjnych PZU SA
$72.9K – – –
SSG
1084
Summit Securities Group
New York
$72.6K -$12.6K -349 -15%
DE
1085
DV Equities
Illinois
$72K +$70.4K +1,945 New
FC
1086
Fairscale Capital
New Hampshire
$68.9K +$11.4K +316 +20%
SWIM
1087
Smallwood Wealth Investment Management
New Jersey
$68.5K – – –
SA
1088
Strategic Advocates
Utah
$66.7K -$128K -3,546 -66%
HHCP
1089
Hilton Head Capital Partners
South Carolina
$64.9K +$63.5K +1,755 New
KFP
1090
Kerr Financial Planning
California
$64.9K – – –
TWM
1091
Tripletail Wealth Management
Florida
$64.3K -$34.7K -960 -36%
GWSA
1092
Global Wealth Strategies & Associates
Colorado
$62.5K +$1.45K +40 +2%
FPB
1093
First PREMIER Bank
South Dakota
$61K – – –
AWM
1094
Abound Wealth Management
Tennessee
$60.8K -$6.51K -180 -10%
WPWM
1095
Western Pacific Wealth Management
Illinois
$59.3K -$31.9K -882 -36%
SWA
1096
SOA Wealth Advisors
New York
$59.2K +$36.2K +1,000 +167%
ST
1097
Smithfield Trust
Pennsylvania
$57K – – –
HBW
1098
Hazlett, Burt & Watson
West Virginia
$56K -$2.89K -80 -5%
CWM
1099
Consultiva Wealth Management
Puerto Rico
$55.5K – – –
VR
1100
Vision Retirement
New Jersey
$55.2K +$53.9K +1,491 New
42 43
44
45 46