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CMG

Name Holding Trade Value Shares
Change 		Change in
Stake
ITIM
1101
Indiana Trust & Investment Management
Indiana
$5.1K -$2.61K -80 -35%
BFS
1102
Burkett Financial Services
South Carolina
$5.1K – – –
FGA
1103
Fortis Group Advisors
New Jersey
$5.1K – – –
SRCM
1104
Signature Resources Capital Management
California
$5.1K – – –
AS
1105
Altshuler Shaham
Israel
$5K +$4.8K +147 New
WA
1106
WPG Advisers
Maryland
$4.96K -$2.78K -85 -37%
WAS
1107
Winch Advisory Services
Wisconsin
$4.32K – – –
EWP
1108
Elevation Wealth Partners
California
$4.08K +$1.08K +33 +38%
CAL
1109
Capital Analysts LLC
Pennsylvania
$4K +$882 +27 +27%
VWA
1110
Valued Wealth Advisors
Utah
$3.98K +$2.88K +88 +303%
TCM
1111
TD Capital Management
Tennessee
$3.84K – – –
M
1112
MOTCO
Texas
$3.74K +$947 +29 +36%
AF
1113
Alerus Financial
North Dakota
$3.67K -$196 -6 -5%
HI
1114
Hoey Investments
Pennsylvania
$3.67K +$3.53K +108 New
BMC
1115
Bear Mountain Capital
Washington
$3.64K – – –
KG
1116
Kilter Group
New York
$3.54K -$588 -18 -15%
WB
1117
Webster Bank
Connecticut
$3.5K – – –
HFS
1118
Hughes Financial Services
Virginia
$3.43K +$1.73K +53 +110%
HC
1119
Hurley Capital
New York
$3.4K -$3.27K -100 -50%
BW
1120
Basepoint Wealth
Iowa
$3.4K – – –
CAM
1121
Costello Asset Management
Pennsylvania
$3.4K – – –
FLP
1122
Financial Life Planners
Arizona
$3.4K – – –
FUBT
1123
First United Bank & Trust
Maryland
$3.4K – – –
NI
1124
NCP Inc
California
$3.4K – – –
NWS
1125
Nvest Wealth Strategies
Ohio
$3.4K – – –
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