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CMG

Name Holding Trade Value Shares
Change 		Change in
Stake
PA
1101
Perennial Advisors
New York
$325K +$352K +6,467 New
HCM
1102
Hollencrest Capital Management
California
$324K – – –
WC
1103
Wynn Capital
Georgia
$324K – – –
FNBT
1104
FineMark National Bank & Trust
Florida
$324K – – –
PFBT
1105
Parkside Financial Bank & Trust
Missouri
$323K +$3.54K +65 +1%
CCIA
1106
Cherry Creek Investment Advisors
Colorado
$323K +$14.1K +260 +4%
CG
1107
Cynosure Group
Utah
$322K +$94.7K +1,741 +37%
RMDI
1108
R.M. Davis Inc
Maine
$319K -$16.3K -300 -5%
PPWP
1109
Premier Path Wealth Partners
New Jersey
$318K +$17.4K +320 +5%
PP
1110
PDS Planning
Ohio
$317K +$25.5K +469 +8%
GWM
1111
Geneos Wealth Management
Colorado
$317K -$106K -1,955 -24%
SA
1112
Sovran Advisors
California
$316K +$357K +6,556 New
CIAS
1113
Capital Investment Advisory Services
North Carolina
$316K -$15.3K -281 -4%
WSCM
1114
Wellington Shields Capital Management
New York
$314K -$54.4K -1,000 -14%
FPCP
1115
Fort Point Capital Partners
California
$312K +$20.2K +371 +6%
CHP
1116
Cable Hill Partners
Oregon
$312K -$201K -3,690 -37%
LA
1117
Legacy Advisors
Pennsylvania
$312K -$18.3K -336 -5%
RRWA
1118
Rainey & Randall Wealth Advisors
Florida
$311K – – –
IIM
1119
Ipswich Investment Management
Massachusetts
$310K +$10.9K +200 +3%
FFA
1120
Founders Financial Alliance
North Carolina
$310K +$95.7K +1,759 +40%
BAM
1121
Belpointe Asset Management
Nevada
$309K +$94.1K +1,730 +39%
LAM
1122
Lifestyle Asset Management
Texas
$309K +$26.6K +490 +9%
AF
1123
Advisornet Financial
Minnesota
$309K -$61.2K -1,126 -15%
BWP
1124
BSW Wealth Partners
Colorado
$308K -$189K -3,475 -36%
PCS
1125
Personal CFO Solutions
New Jersey
$307K +$103K +1,887 +45%
43 44
45
46 47