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CMG

Name Holding Trade Value Shares
Change 		Change in
Stake
SSWM
1226
Smith Salley Wealth Management
North Carolina
$216K -$24.9K -400 -10%
KSWWM
1227
Keyes Stange & Wooten Wealth Management
Florida
$216K +$214K +3,450 New
ERWM
1228
Elk River Wealth Management
Colorado
$216K – – –
TWM
1229
Tradition Wealth Management
Minnesota
$214K +$213K +3,422 New
AIP
1230
Almanack Investment Partners
Pennsylvania
$214K -$14.5K -233 -6%
LP
1231
LMR Partners
United Kingdom
$213K +$212K +3,407 New
SA
1232
Strategic Advisors
New York
$213K -$12.4K -200 -6%
VPP
1233
Vertex Planning Partners
Illinois
$213K +$211K +3,400 New
HI
1234
Harbour Investments
Wisconsin
$210K +$106K +1,704 +103%
AT
1235
Arlington Trust
Alabama
$210K +$99.4K +1,600 +91%
BF
1236
Brogan Financial
Tennessee
$210K +$208K +3,350 New
VHAM
1237
Van Hulzen Asset Management
California
$207K +$205K +3,300 New
FCB
1238
First County Bank
Connecticut
$207K +$205K +3,300 New
ONB
1239
Old National Bancorp
Indiana
$207K +$205K +3,300 New
SFG
1240
Sovereign Financial Group
Connecticut
$205K +$203K +3,274 New
SCP
1241
Sivia Capital Partners
California
$204K +$202K +3,258 New
CCM
1242
Colorado Capital Management
Colorado
$204K +$202K +3,250 New
HNWAG
1243
High Net Worth Advisory Group
Florida
$204K +$202K +3,250 New
CMAI
1244
Capital Management Associates Inc
Minnesota
$204K +$202K +3,249 New
CWG
1245
Cornerstone Wealth Group
North Carolina
$201K +$199K +3,210 New
JCM
1246
Jacobi Capital Management
Pennsylvania
$200K +$199K +3,200 New
CCG
1247
Cypress Capital Group
Florida
$200K +$199K +3,200 New
CFG
1248
Citizens Financial Group
Rhode Island
$200K +$199K +3,200 New
FMWA
1249
Forvis Mazars Wealth Advisors
Missouri
$200K +$199K +3,200 New
LAM
1250
Lewis Asset Management
California
$200K +$199K +3,197 New
48 49
50
51 52