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CMG

Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
1201
Cloud Capital Management
Washington
$21K +$25.2K +560 New
RWS
1202
Retirement Wealth Solutions
Wisconsin
$20.6K -$25.9K -575 -52%
CJ
1203
Caitlin John
Michigan
$20.6K +$23.6K +525 New
EWP
1204
Elevation Wealth Partners
California
$20.3K +$1.49K +33 +7%
ITIM
1205
Indiana Trust & Investment Management
Indiana
$20.2K -$207K -4,595 -90%
TIM
1206
Tortoise Investment Management
New York
$20K -$2.52K -56 -10%
LC
1207
Lavaca Capital
Texas
$19.6K – – –
TVWM
1208
Tower View Wealth Management
Wisconsin
$19.6K – – –
NEWAS
1209
N.E.W. Advisory Services
Wisconsin
$18.8K -$8.46K -188 -28%
CA
1210
Crewe Advisors
Utah
$18.4K +$17.2K +383 +440%
HWM
1211
Hemington Wealth Management
Virginia
$18K -$3.74K -83 -15%
PMFA
1212
Plante Moran Financial Advisors
Michigan
$17.8K -$27K -599 -57%
PWA
1213
Physician Wealth Advisors
Utah
$17.8K -$19.7K -437 -49%
HHGA
1214
Halbert Hargrove Global Advisors
California
$17.6K +$20.3K +450 New
HWM
1215
HighMark Wealth Management
Minnesota
$16.6K -$6.75K -150 -26%
IAG
1216
Innovative Advisory Group
Massachusetts
$16.3K – – –
SC
1217
Swan Capital
Florida
$16.3K +$18.7K +415 New
PWAM
1218
Private Wealth Asset Management
Iowa
$15.8K -$9.01K -200 -33%
CLOS
1219
Compagnie Lombard Odier SCmA
Switzerland
$15.7K -$11.3K -250 -38%
GTAM
1220
Global Trust Asset Management
Florida
$15.7K – – –
HWP
1221
Highline Wealth Partners
California
$15.2K +$12.8K +285 +279%
OAJ
1222
Ogorek Anthony Joseph
New York
$15K +$315 +7 +2%
FDW
1223
Fourth Dimension Wealth
Ohio
$14.7K -$9.01K -200 -35%
SC
1224
Steph & Co
Wisconsin
$14.7K +$1.76K +39 +12%
VFM
1225
Vision Financial Markets
Connecticut
$14.5K +$630 +14 +4%
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