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CMG

Name Holding Trade Value Shares
Change 		Change in
Stake
LIA
1276
Luken Investment Analytics
Tennessee
$3.26K +$3.18K +88 New
SNB
1277
Security National Bank
Nebraska
$3.18K – – –
CIAS
1278
CBIZ Investment Advisory Services
Ohio
$3.18K +$1.3K +36 +72%
OC
1279
Optima Capital
Oregon
$3.18K +$3.11K +86 New
RFA
1280
Reyes Financial Architecture
California
$2.96K +$2.89K +80 New
HIW
1281
Holos Integrated Wealth
Pennsylvania
$2.89K – – –
VWA
1282
Valued Wealth Advisors
Utah
$2.89K -$3.44K -95 -55%
GEA
1283
Glen Eagle Advisors
New Jersey
$2.81K – – –
TFM
1284
TFC Financial Management
Massachusetts
$2.7K +$253 +7 +11%
BL
1285
BFSG LLC
California
$2.62K -$1.95M -53,966 -100%
HFS
1286
Horizon Financial Services
North Carolina
$2.59K -$2.5K -69 -50%
CWP
1287
Clark Wealth Partners
Illinois
$2.4K – – –
CFM
1288
Cornerstone Financial Management
Massachusetts
$2.4K +$2.35K +65 New
KG
1289
Kilter Group
New York
$2.29K -$289 -8 -11%
CUAMC
1290
China Universal Asset Management Company
China
$2.26K – – –
MAM
1291
Marquette Asset Management
Minnesota
$2.22K -$2.06K -57 -49%
KFG
1292
Kingdom Financial Group
Arizona
$2.22K +$2.17K +60 New
MS
1293
Monetary Solutions
Ohio
$2.15K +$2.1K +58 New
VWM
1294
Vermillion Wealth Management
Minnesota
$2.07K – – –
BFS
1295
Bare Financial Services
Pennsylvania
$2.04K -$3.44K -95 -63%
RBC
1296
Roble Belko & Company
Pennsylvania
$2K – – –
IW
1297
Imprint Wealth
South Carolina
$1.92K -$4.63K -128 -71%
AFG
1298
Albion Financial Group
Utah
$1.85K -$5.1K -141 -74%
OCM
1299
Orion Capital Management
California
$1.85K -$3.08K -85 -63%
DF
1300
DecisionPoint Financial
Arizona
$1.85K – – –
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