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CMG

Name Holding Trade Value Shares
Change 		Change in
Stake
FC
1101
Forte Capital
New York
$303K +$18K +290 +6%
WJA
1102
Willis Johnson & Associates
Texas
$302K +$299K +4,819 New
KLCM
1103
KG&L Capital Management
Louisiana
$301K -$33.8K -544 -10%
SYBT
1104
Stock Yards Bank & Trust
Kentucky
$301K +$12.4K +200 +4%
CRC
1105
Curi RMB Capital
Illinois
$301K -$21.7K -350 -7%
CC
1106
Cadinha & Co
Hawaii
$301K – – –
FWP
1107
FAS Wealth Partners
Kansas
$299K +$32.6K +525 +12%
WA
1108
Wealth Alliance
New York
$298K -$258K -4,150 -47%
GIA
1109
Gateway Investment Advisers
Ohio
$298K -$9.32K -150 -3%
PP
1110
PDS Planning
Ohio
$298K +$3.11K +50 +1%
RCA
1111
Resonant Capital Advisors
Wisconsin
$298K +$24.9K +400 +9%
HIS
1112
Harvest Investment Services
Illinois
$298K +$295K +4,749 New
USCWA
1113
U.S. Capital Wealth Advisors
Texas
$295K +$50.7K +816 +21%
MA
1114
Modus Advisors
Minnesota
$294K – – –
B
1115
Bailard
California
$291K -$37.3K -600 -11%
SP
1116
Successful Portfolios
Florida
$291K +$11.8K +190 +4%
VCM
1117
Virtue Capital Management
Tennessee
$291K -$9.75K -157 -3%
CW
1118
CIC Wealth
Maryland
$287K +$285K +4,585 New
RA
1119
RFG Advisory
Alabama
$285K +$49.7K +800 +21%
PI
1120
Pachira Investments
California
$284K +$281K +4,530 New
GJWM
1121
Gilliland Jeter Wealth Management
Arkansas
$282K +$186K +3,000 +200%
CAG
1122
Crestwood Advisors Group
Massachusetts
$281K +$21.1K +339 +8%
I
1123
INVST
Indiana
$279K +$281K +4,520 New
PIAS
1124
PCA Investment Advisory Services
Ohio
$279K – – –
NCFG
1125
New Century Financial Group
New Jersey
$276K +$16K +258 +6%
43 44
45
46 47