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CMG

Name Holding Trade Value Shares
Change 		Change in
Stake
KIG
1226
Kennedy Investment Group
New Jersey
$292K – – –
TIAM2
1227
Tru Independence Asset Management 2
Oregon
$292K – – –
CRC
1228
Curi RMB Capital
Illinois
$292K -$3.44K -57 -1%
GS
1229
GWN Securities
Florida
$292K +$309K +5,134 New
SYBT
1230
Stock Yards Bank & Trust
Kentucky
$291K – – –
JIP
1231
Jaffetilchin Investment Partners
Florida
$291K -$103K -1,712 -26%
RIA
1232
Regal Investment Advisors
Michigan
$290K -$249K -4,138 -46%
RWP
1233
Revolve Wealth Partners
New Jersey
$290K +$12.9K +214 +5%
DA
1234
Drake & Associates
Wisconsin
$289K -$36.9K -612 -11%
1WA
1235
180 Wealth Advisors
Washington
$289K -$224K -3,725 -44%
TCM
1236
Thoma Capital Management
Maryland
$288K +$288K +4,775 New
WDC
1237
Woodward Diversified Capital
California
$287K -$16.6K -275 -5%
MMG
1238
Monetary Management Group
Missouri
$286K – – –
CC
1239
Cadinha & Co
Hawaii
$286K +$2.41K +40 +0.9%
MFIM
1240
Mesirow Financial Investment Management
Illinois
$285K +$31.4K +521 +12%
SP
1241
Successful Portfolios
Florida
$284K -$5.36K -89 -2%
NFG
1242
Nations Financial Group
Iowa
$282K +$14.9K +247 +6%
BWS
1243
Broadway Wealth Solutions
Texas
$282K +$282K +4,680 New
CG
1244
Cynosure Group
Utah
$282K -$115K -1,916 -29%
GJWM
1245
Gilliland Jeter Wealth Management
Arkansas
$280K – – –
BFWA
1246
Benchmark Financial Wealth Advisors
Florida
$280K -$2.41K -40 -0.9%
CFAM
1247
Center For Asset Management
Florida
$280K +$280K +4,644 New
UWM
1248
USAdvisors Wealth Management
Minnesota
$279K -$964 -16 -0.3%
CMF
1249
Counterpoint Mutual Funds
California
$279K +$279K +4,624 New
PWP
1250
Phillips Wealth Planners
Mississippi
$279K +$80.2K +1,330 +37%
48 49
50
51 52