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CMG

Name Holding Trade Value Shares
Change 		Change in
Stake
SMH
1151
Sanders Morris Harris
Texas
$358K +$356K +5,900 New
PP
1152
Patron Partners
Texas
$358K +$10K +166 +3%
AFP
1153
Ausdal Financial Partners
Iowa
$356K -$15.7K -260 -4%
IB
1154
Intrust Bank
Kansas
$356K -$6.03K -100 -2%
PW
1155
PUREfi Wealth
Massachusetts
$356K +$356K +5,900 New
FPCP
1156
Fort Point Capital Partners
California
$353K -$2.95K -49 -0.8%
AIM
1157
Aigen Investment Management
New York
$353K -$4.97M -82,485 -93%
PP
1158
PDS Planning
Ohio
$352K -$9.34K -155 -3%
PWS
1159
Peterson Wealth Services
Utah
$348K +$32.4K +538 +10%
WB
1160
West Bancorporation
Iowa
$347K -$9.88K -164 -3%
CPWA
1161
Cerro Pacific Wealth Advisors
California
$347K +$57.3K +951 +19%
SF
1162
Safeguard Financial
Wisconsin
$344K +$344K +5,700 New
BSI
1163
Bennett Selby Investments
Maine
$343K +$121 +2 +0%
RA
1164
RFG Advisory
Alabama
$342K +$342K +5,672 New
LAM
1165
Lifestyle Asset Management
Texas
$341K +$9.94K +165 +3%
LCWP
1166
Legacy Capital Wealth Partners
Arkansas
$340K +$105K +1,747 +45%
FA
1167
Fagan Associates
New York
$337K -$66K -1,095 -16%
IA
1168
IFG Advisory
Georgia
$335K +$334K +5,550 New
RMP
1169
Richards, Merrill & Peterson
Washington
$334K +$334K +5,545 New
BWM
1170
Bulltick Wealth Management
Florida
$332K -$121K -2,000 -27%
CAG
1171
Crestwood Advisors Group
Massachusetts
$331K +$67.6K +1,121 +26%
LJAC
1172
L.J. Altfest & Co
New York
$331K +$5.12K +85 +2%
MC
1173
Machina Capital
France
$330K +$111K +1,838 +51%
CIA
1174
Cape Investment Advisory
Georgia
$330K -$30.6K -507 -8%
TWM
1175
Trueblood Wealth Management
Ohio
$328K +$53.2K +882 +19%
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47
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