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CMG

Name Holding Trade Value Shares
Change 		Change in
Stake
SF
1151
Safeguard Financial
Wisconsin
$286K – – –
CWM
1152
Challenger Wealth Management
California
$285K +$309K +5,675 New
GF
1153
Gries Financial
Ohio
$283K +$19.7K +362 +7%
A
1154
Argentarii
Ohio
$283K -$107K -1,961 -26%
CAG
1155
Crestwood Advisors Group
Massachusetts
$281K +$6.25K +115 +2%
CCI
1156
Credit Capital Investments
New Jersey
$281K +$305K +5,600 New
NHT
1157
New Hampshire Trust
New Hampshire
$281K -$54.1K -994 -15%
FA
1158
Fagan Associates
New York
$280K – – –
AG
1159
Ascent Group
Virginia
$279K +$302K +5,559 New
IA
1160
IFG Advisory
Georgia
$279K – – –
SCP
1161
Sivia Capital Partners
California
$278K +$301K +5,538 New
BWG
1162
Berry Wealth Group
Texas
$276K +$25.6K +471 +9%
SW
1163
SlateStone Wealth
Florida
$275K -$93.9K -1,727 -24%
FMTC
1164
Farmers & Merchants Trust Company
California
$274K +$3.54K +65 +1%
TWM
1165
Trueblood Wealth Management
Ohio
$273K +$163 +3 +0.1%
PPWM
1166
PFG Private Wealth Management
Florida
$273K +$3.48K +64 +1%
WPW
1167
Waldron Private Wealth
Pennsylvania
$272K -$561K -10,307 -66%
IBOK
1168
Independence Bank of Kentucky
Kentucky
$271K +$72.1K +1,325 +33%
CWS
1169
Cypress Wealth Services
California
$269K +$292K +5,365 New
EHC
1170
Everett Harris & Co
California
$269K – – –
PWP
1171
Phillips Wealth Planners
Mississippi
$268K +$25.2K +463 +9%
FI
1172
Financial Insights
Washington
$268K +$61.3K +1,127 +27%
DP
1173
Dearborn Partners
Illinois
$264K -$81.6K -1,500 -22%
ZIG
1174
Zullo Investment Group
Pennsylvania
$262K -$4.08K -75 -1%
MWM
1175
Marion Wealth Management
Pennsylvania
$262K +$5.44K +100 +2%
45 46
47
48 49