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CMG

Name Holding Trade Value Shares
Change 		Change in
Stake
PCG
1101
Prosperity Consulting Group
Maryland
$203K +$179K +3,500 New
VI
1102
Versor Investments
New York
$203K +$179K +3,500 New
RFN
1103
Redwood Financial Network
Ohio
$203K +$179K +3,500 New
FAFN
1104
First Affirmative Financial Network
Colorado
$203K +$179K +3,500 New
ERWM
1105
Elk River Wealth Management
Colorado
$201K +$176K +3,450 New
MPWT
1106
MassMutual Private Wealth & Trust
Connecticut
$198K -$7.67K -150 -4%
CAL
1107
Capital Advisors Ltd
Ohio
$186K +$2.56K +50 +2%
WOC
1108
West Oak Capital
California
$166K – – –
LS
1109
Livforsakringsbolaget Skandia
Sweden
$160K – – –
PCFFS
1110
Pacific Center for Financial Services
California
$157K +$10.2K +200 +8%
AI
1111
AdvisorShares Investments
Maryland
$154K +$2.56K +50 +2%
SL
1112
Salomon & Ludwin
Virginia
$151K – – –
GWSG
1113
GPS Wealth Strategies Group
Colorado
$142K +$17.9K +350 +17%
NIC
1114
Northwest Investment Counselors
Oregon
$140K +$123K +2,400 New
VNA
1115
Valley National Advisers
Pennsylvania
$131K +$10.2K +200 +10%
TFGT
1116
TS Financial Group (TSFG)
Illinois
$128K – – –
EMFAT
1117
Emerald Mutual Fund Advisers Trust
Pennsylvania
$128K -$2.56K -50 -2%
CFO
1118
CVA Family Office
Colorado
$128K – – –
AWM
1119
Abound Wealth Management
Tennessee
$125K +$5.11K +100 +5%
CMBA
1120
C.M. Bidwell & Associates
Hawaii
$125K +$110K +2,150 New
BWL
1121
Bogart Wealth LLC
Virginia
$122K +$5.11K +100 +5%
WAG
1122
Wiser Advisor Group
Arizona
$119K – – –
CT
1123
Clearstead Trust
Maine
$116K -$537K -10,500 -84%
BC
1124
Barrett & Company
Rhode Island
$116K – – –
IGWM
1125
ICA Group Wealth Management
Colorado
$116K +$61.4K +1,200 +150%
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