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CMG

Name Holding Trade Value Shares
Change 		Change in
Stake
BC
1126
Barrett & Company
Rhode Island
$78.4K – – –
TFIPS
1127
Towarzystwo Funduszy Inwestycyjnych PZU SA
$77.2K – – –
HIIFS
1128
Harel Insurance Investments & Financial Services
Israel
$77K -$12.8K -285 -13%
SWIM
1129
Smallwood Wealth Investment Management
New Jersey
$72.5K – – –
AWM
1130
Abound Wealth Management
Tennessee
$71.5K -$14.4K -320 -15%
BCM
1131
Boreal Capital Management
Florida
$67.5K -$3.83K -85 -5%
FPB
1132
First PREMIER Bank
South Dakota
$65K – – –
GWSA
1133
Global Wealth Strategies & Associates
Colorado
$64.7K – – –
PC
1134
Promus Capital
Illinois
$63.5K – – –
VCM
1135
Versant Capital Management
Arizona
$62.8K -$13.9K -309 -16%
GA
1136
Guerra Advisors
Florida
$62.6K +$72K +1,598 New
NS
1137
NBC Securities
Alabama
$62.4K +$7.11K +158 +11%
HBW
1138
Hazlett, Burt & Watson
West Virginia
$62K +$16.9K +376 +31%
HWA
1139
HHM Wealth Advisors
Tennessee
$60.7K – – –
CPG
1140
Cornerstone Planning Group
New Jersey
$60.7K +$4.91K +109 +6%
FC
1141
Fairscale Capital
New Hampshire
$60.6K – – –
ST
1142
Smithfield Trust
Pennsylvania
$59K -$4.5K -100 -6%
CWM
1143
Consultiva Wealth Management
Puerto Rico
$58.8K – – –
FHC
1144
First Horizon Corporation
Tennessee
$58K +$66.6K +1,480 New
GSWM
1145
Golden State Wealth Management
California
$53.3K – – –
QL
1146
Quarry LP
New York
$53.2K -$106K -2,346 -63%
CSPIA
1147
Cary Street Partners Investment Advisory
Virginia
$53K -$6.21K -138 -9%
KFP
1148
Kerr Financial Planning
California
$52K +$75.4K +1,675 New
MCM
1149
Manchester Capital Management
Vermont
$51.4K -$1.85K -41 -3%
ABWM
1150
Alpine Bank Wealth Management
Colorado
$50.9K – – –
44 45
46
47 48