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CMG

Name Holding Trade Value Shares
Change 		Change in
Stake
LA
1101
Legacy Advisors
Pennsylvania
$395K +$79.1K +1,313 +25%
WGC
1102
Watts Gwilliam & Co
Arizona
$394K -$121K -2,000 -23%
FCH
1103
Freestone Capital Holdings
Washington
$393K -$13.4K -222 -3%
IF
1104
IRON Financial
Illinois
$392K -$60.3K -1,000 -13%
BWP
1105
Balboa Wealth Partners
Arizona
$390K +$390K +6,473 New
HB
1106
Horizon Bancorp
Indiana
$390K +$8.68K +144 +2%
HCM
1107
Hollencrest Capital Management
California
$389K -$20.5K -340 -5%
AFA
1108
AA Financial Advisors
Ohio
$389K – – –
FNBT
1109
FineMark National Bank & Trust
Florida
$389K – – –
WC
1110
Wynn Capital
Georgia
$389K – – –
KSWWM
1111
Keyes Stange & Wooten Wealth Management
Florida
$388K – – –
FBB
1112
Fulton Breakefield Broenniman
Maryland
$387K +$16.3K +270 +4%
TCOV
1113
Trust Company of Vermont
Vermont
$386K – – –
CFG
1114
Citizens Financial Group
Rhode Island
$385K +$150K +2,486 +64%
PFBT
1115
Parkside Financial Bank & Trust
Missouri
$385K +$4.4K +73 +1%
AWP
1116
Ascent Wealth Partners
New York
$384K +$121 +2 +0%
CFFP
1117
Center for Financial Planning
Michigan
$382K +$69.2K +1,149 +22%
GFA
1118
Gallagher Fiduciary Advisors
Illinois
$380K -$159K -2,633 -29%
RLH
1119
RD Lewis Holdings
Florida
$378K +$398K +6,600 New
ZB
1120
Zions Bancorporation
Utah
$377K +$65.8K +1,092 +21%
SMC
1121
Smith, Moore & Co
Missouri
$377K -$15.1K -250 -4%
MWM
1122
Modern Wealth Management
Kansas
$377K -$53.8K -892 -12%
PWA
1123
Prairie Wealth Advisors
Nebraska
$375K -$29.2K -485 -7%
RRWA
1124
Rainey & Randall Wealth Advisors
Florida
$374K – – –
AA
1125
ALPS Advisors
Colorado
$373K – – –
43 44
45
46 47