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CMG

Name Holding Trade Value Shares
Change 		Change in
Stake
ICP
1226
Interchange Capital Partners
Pennsylvania
$236K +$16.6K +306 +7%
KA
1227
Kovack Advisors
Florida
$236K +$8.76K +161 +4%
BWP
1228
Balboa Wealth Partners
Arizona
$234K -$98.1K -1,803 -28%
GJWM
1229
Gilliland Jeter Wealth Management
Arkansas
$233K – – –
AFA
1230
AA Financial Advisors
Ohio
$233K -$98.4K -1,809 -28%
CIA
1231
Cape Investment Advisory
Georgia
$232K -$45.9K -844 -15%
HA
1232
Huntleigh Advisors
Missouri
$232K -$23.1K -425 -8%
BWM
1233
Birchcreek Wealth Management
Ohio
$232K -$31.5K -580 -11%
LWM
1234
Lyell Wealth Management
California
$232K -$13.5K -249 -5%
GD
1235
Grandfield & Dodd
New York
$230K – – –
CPA
1236
Capital Performance Advisors
California
$230K +$249K +4,574 New
SP
1237
Successful Portfolios
Florida
$229K -$8.21K -151 -3%
MFIM
1238
Mesirow Financial Investment Management
Illinois
$229K -$9.19K -169 -4%
HA
1239
Herold Advisors
New York
$228K – – –
QP
1240
Quartz Partners
New York
$227K -$188K -3,460 -43%
IF
1241
IRON Financial
Illinois
$226K -$109K -2,000 -31%
GPFA
1242
Game Plan Financial Advisors
Ohio
$226K -$27.5K -506 -10%
PCP
1243
Perbak Capital Partners
United Kingdom
$225K -$933K -17,163 -79%
KIM
1244
Kestra Investment Management
Texas
$225K +$156K +2,870 +177%
LJAC
1245
L.J. Altfest & Co
New York
$225K -$55K -1,011 -18%
HIC
1246
Holderness Investments Company
North Carolina
$224K – – –
RCAG
1247
Rehmann Capital Advisory Group
Michigan
$224K +$242K +4,452 New
PCM
1248
Polymer Capital Management
New York
$223K +$241K +4,432 New
CAG
1249
Csenge Advisory Group
Florida
$222K +$12K +220 +5%
MCA
1250
Millennium Capital Advisors
Arkansas
$220K -$272 -5 -0.1%
48 49
50
51 52