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CMG

Name Holding Trade Value Shares
Change 		Change in
Stake
ERWM
1226
Elk River Wealth Management
Colorado
$216K – – –
TWM
1227
Tradition Wealth Management
Minnesota
$214K +$213K +3,422 New
AIP
1228
Almanack Investment Partners
Pennsylvania
$214K -$14.5K -233 -6%
LP
1229
LMR Partners
United Kingdom
$213K +$212K +3,407 New
SA
1230
Strategic Advisors
New York
$213K -$12.4K -200 -6%
VPP
1231
Vertex Planning Partners
Illinois
$213K +$211K +3,400 New
HI
1232
Harbour Investments
Wisconsin
$210K +$106K +1,704 +103%
AT
1233
Arlington Trust
Alabama
$210K +$99.4K +1,600 +91%
BF
1234
Brogan Financial
Tennessee
$210K +$208K +3,350 New
VHAM
1235
Van Hulzen Asset Management
California
$207K +$205K +3,300 New
FCB
1236
First County Bank
Connecticut
$207K +$205K +3,300 New
ONB
1237
Old National Bancorp
Indiana
$207K +$205K +3,300 New
SFG
1238
Sovereign Financial Group
Connecticut
$205K +$203K +3,274 New
SCP
1239
Sivia Capital Partners
California
$204K +$202K +3,258 New
CCM
1240
Colorado Capital Management
Colorado
$204K +$202K +3,250 New
HNWAG
1241
High Net Worth Advisory Group
Florida
$204K +$202K +3,250 New
CMAI
1242
Capital Management Associates Inc
Minnesota
$204K +$202K +3,249 New
CWG
1243
Cornerstone Wealth Group
North Carolina
$201K +$199K +3,210 New
JCM
1244
Jacobi Capital Management
Pennsylvania
$200K +$199K +3,200 New
CCG
1245
Cypress Capital Group
Florida
$200K +$199K +3,200 New
CFG
1246
Citizens Financial Group
Rhode Island
$200K +$199K +3,200 New
FMWA
1247
Forvis Mazars Wealth Advisors
Missouri
$200K +$199K +3,200 New
LAM
1248
Lewis Asset Management
California
$200K +$199K +3,197 New
VSQM
1249
V-Square Quantitative Management
Illinois
$199K -$119K -1,923 -38%
NRG
1250
Nemes Rush Group
Michigan
$197K +$74.5K +1,200 +62%
48 49
50
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