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CMG

Name Holding Trade Value Shares
Change 		Change in
Stake
VDI
1276
Vaughan David Investments
Illinois
$257K – – –
DWP
1277
Daymark Wealth Partners
Ohio
$257K +$15.6K +259 +6%
FCG
1278
Fielder Capital Group
Tennessee
$257K -$1.75K -29 -0.7%
ABTD
1279
Arvest Bank Trust Division
Oklahoma
$255K -$121K -2,000 -32%
PCS
1280
Personal CFO Solutions
New Jersey
$255K +$254K +4,222 New
FI
1281
Financial Insights
Washington
$254K +$254K +4,211 New
MTIM
1282
Marathon Trading Investment Management
Pennsylvania
$253K -$199K -3,300 -44%
AF
1283
Apexium Financial
Texas
$253K – – –
GA
1284
Geller Advisors
New York
$253K -$14.9K -247 -6%
I
1285
INVST
Indiana
$252K -$26.5K -439 -9%
SAF
1286
Smith Anglin Financial
Texas
$251K -$59.1K -981 -19%
QWP
1287
Quotient Wealth Partners
Texas
$251K +$18.9K +314 +8%
CWG
1288
Cornerstone Wealth Group
North Carolina
$250K +$35.4K +588 +17%
IGAM
1289
iA Global Asset Management
Quebec, Canada
$249K -$268K -4,448 -52%
APW
1290
Aventura Private Wealth
Florida
$249K +$249K +4,124 New
BAM
1291
Belpointe Asset Management
Nevada
$248K -$493K -8,177 -65%
IBOK
1292
Independence Bank of Kentucky
Kentucky
$245K +$148K +2,450 +152%
FAFN
1293
First Affirmative Financial Network
Colorado
$245K -$43.3K -718 -15%
LAM
1294
Lewis Asset Management
California
$244K +$7.71K +128 +3%
SDH
1295
Sloy Dahl & Holst
Washington
$241K – – –
CIS
1296
Connors Investor Services
Pennsylvania
$241K +$241K +4,000 New
WHC
1297
Wulff, Hansen & Co
California
$241K +$241K +4,000 New
DOA
1298
D'Orazio & Associates
Virginia
$241K +$21.8K +362 +10%
FNWM
1299
Financial Network Wealth Management
Utah
$241K – – –
RFN
1300
Redwood Financial Network
Ohio
$240K +$29K +481 +14%
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