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CMG

Name Holding Trade Value Shares
Change 		Change in
Stake
BW
1176
Basepoint Wealth
Iowa
$3.2K – – –
FUBT
1177
First United Bank & Trust
Maryland
$3.2K – – –
NWS
1178
Nvest Wealth Strategies
Ohio
$3.2K – – –
FLP
1179
Financial Life Planners
Arizona
$3.2K +$3.7K +100 New
WA
1180
Whipplewood Advisors
Colorado
$3.2K +$3.7K +100 New
KCM
1181
Key Capital Management
Tennessee
$3.14K +$3.62K +98 New
CAL
1182
Capital Analysts LLC
Pennsylvania
$3K – – –
PCM
1183
Penserra Capital Management
California
$3K – – –
RWM
1184
RMG Wealth Management
Wisconsin
$2.94K +$3.4K +92 New
BL
1185
BFSG LLC
California
$2.83K +$629 +17 +24%
EWP
1186
Elevation Wealth Partners
California
$2.79K -$6.36K -172 -66%
SNB
1187
Security National Bank
Nebraska
$2.75K – – –
PWA
1188
Portus Wealth Advisors
North Carolina
$2.72K +$3.14K +85 New
M
1189
MOTCO
Texas
$2.59K -$19.2K -520 -87%
HIW
1190
Holos Integrated Wealth
Pennsylvania
$2.55K – – –
PWMG
1191
Private Wealth Management Group
New Jersey
$2.46K -$5.36K -145 -65%
VWM
1192
Vermillion Wealth Management
Minnesota
$2.15K +$407 +11 +20%
RBC
1193
Roble Belko & Company
Pennsylvania
$2K – – –
SIS
1194
Strategic Investment Solutions
Illinois
$1.95K -$222K -6,000 -99%
CUAMC
1195
China Universal Asset Management Company
China
$1.95K – – –
KFG
1196
Kingdom Financial Group
Arizona
$1.92K – – –
LAS
1197
Lloyd Advisory Services
Georgia
$1.92K +$2.22K +60 New
TFM
1198
TFC Financial Management
Massachusetts
$1.82K -$592 -16 -22%
IWS
1199
Intentional Wealth Strategies
Colorado
$1.79K +$2.07K +56 New
IW
1200
Imprint Wealth
South Carolina
$1.67K – – –
46 47
48
49 50