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CMG

Name Holding Trade Value Shares
Change 		Change in
Stake
CCIA
1126
Cherry Creek Investment Advisors
Colorado
$372K – – –
ML
1127
McAdam LLC
Pennsylvania
$371K +$161K +2,678 +77%
GSWM
1128
Golden State Wealth Management
California
$371K +$371K +6,156 New
SGI
1129
Summit Global Investments
Utah
$371K +$370K +6,145 New
CCC
1130
Compass Capital Corp
Massachusetts
$371K +$397K +6,587 New
VWM
1131
Venturi Wealth Management
Texas
$371K +$281K +4,659 +313%
BAAM
1132
Baker Avenue Asset Management
California
$370K +$54.8K +909 +17%
VCM
1133
Virtue Capital Management
Tennessee
$369K +$68.1K +1,130 +23%
LF
1134
Lee Financial
Texas
$368K – – –
OPA
1135
Old Port Advisors
Maine
$367K +$2.53K +42 +0.7%
FI
1136
Finivi Inc
Massachusetts
$367K +$52.1K +865 +17%
WA
1137
WBH Advisory
Maryland
$366K +$3.92K +65 +1%
ATPW
1138
Ashton Thomas Private Wealth
Arizona
$366K +$365K +6,062 New
ACA
1139
Aspire Capital Advisors
Washington
$365K -$6.57K -109 -2%
SC
1140
Sepio Capital
Utah
$365K -$329K -5,461 -47%
MHR
1141
Matthew Hamilton Rosenberg
$365K +$3.44K +57 +1%
PWG
1142
Portside Wealth Group
Utah
$364K +$2.29K +38 +0.6%
PPWP
1143
Premier Path Wealth Partners
New Jersey
$363K -$663 -11 -0.2%
IIM
1144
Ipswich Investment Management
Massachusetts
$361K +$7.83K +130 +2%
EWM
1145
Empirical Wealth Management
Washington
$360K -$36.2K -600 -9%
JSW
1146
Journey Strategic Wealth
New Jersey
$360K -$19.9K -330 -5%
WIM
1147
WealthPlan Investment Management
Nebraska
$360K -$889K -14,754 -71%
NICM
1148
Neo Ivy Capital Management
New York
$359K +$359K +5,955 New
PA
1149
Procyon Advisors
Connecticut
$359K +$45.9K +762 +15%
LFAS
1150
Level Four Advisory Services
Texas
$358K +$89.6K +1,487 +33%
44 45
46
47 48