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CMG

Name Holding Trade Value Shares
Change 		Change in
Stake
PP
1101
PDS Planning
Ohio
$345K +$68.9K +1,244 +26%
CIA
1102
Cape Investment Advisory
Georgia
$345K -$6.64K -120 -2%
KLCM
1103
KG&L Capital Management
Louisiana
$343K +$63.9K +1,155 +24%
SI
1104
Stephens Inc
Arkansas
$341K +$328K +5,924 New
WB
1105
West Bancorporation
Iowa
$341K +$9.02K +163 +3%
FPCP
1106
Fort Point Capital Partners
California
$340K -$19.4K -350 -6%
IIM
1107
Ipswich Investment Management
Massachusetts
$337K – – –
GPFA
1108
Game Plan Financial Advisors
Ohio
$337K +$52.6K +950 +19%
USCWA
1109
U.S. Capital Wealth Advisors
Texas
$337K +$62.7K +1,132 +24%
TPI
1110
Trust Point Inc
Wisconsin
$334K -$57.9K -1,046 -15%
LCM
1111
Laurion Capital Management
New York
$334K -$347K -6,277 -52%
MBT
1112
Montecito Bank & Trust
California
$333K +$84.4K +1,525 +36%
PP
1113
Patron Partners
Texas
$332K +$6.37K +115 +2%
TWP
1114
Tyche Wealth Partners
Texas
$332K +$318K +5,753 New
BSI
1115
Bennett Selby Investments
Maine
$328K +$315K +5,685 New
ECM
1116
Evergreen Capital Management
Washington
$327K +$37.2K +672 +13%
DA
1117
Drake & Associates
Wisconsin
$326K +$314K +5,666 New
FFM
1118
Fullerton Fund Management
Singapore
$324K -$168K -3,027 -35%
ZIG
1119
Zullo Investment Group
Pennsylvania
$322K +$31.8K +575 +11%
CPWA
1120
Cerro Pacific Wealth Advisors
California
$318K – – –
LAM
1121
Lifestyle Asset Management
Texas
$317K +$13.6K +245 +5%
GGV
1122
GG Group Ventures
Florida
$315K +$609 +11 +0.2%
LI
1123
LRI Investments
Florida
$314K +$165K +2,987 +132%
MIS
1124
Morningstar Investment Services
Illinois
$314K +$98.4K +1,777 +48%
FFN
1125
Focus Financial Network
Minnesota
$311K +$25.6K +462 +9%
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