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CMG

Name Holding Trade Value Shares
Change 		Change in
Stake
VC
1301
Vestor Capital
Illinois
$91K +$90.1K +1,450 New
TFIPS
1302
Towarzystwo Funduszy Inwestycyjnych PZU SA
$90.8K +$21.7K +350 +32%
CWC
1303
Carolinas Wealth Consulting
North Carolina
$88.7K -$11.5K -185 -12%
AGWCA
1304
Annis Gardner Whiting Capital Advisors
Florida
$87.7K – – –
TFF
1305
The Family Firm
Maryland
$87.7K +$87K +1,400 New
SWA
1306
SOA Wealth Advisors
New York
$84.6K +$46.6K +750 +125%
NIMI
1307
Natixis Investment Managers International
France
$81.4K -$40.4K -650 -33%
HWA
1308
Heritage Wealth Advisors
Virginia
$78.3K – – –
JWM
1309
Janiczek Wealth Management
Colorado
$78.3K +$12.4K +200 +19%
AFG
1310
Albion Financial Group
Utah
$78.3K +$65.2K +1,050 +525%
PMFA
1311
Plante Moran Financial Advisors
Michigan
$78.1K +$15.3K +247 +25%
DCP
1312
DSM Capital Partners
Florida
$75.2K -$100M -1,613,950 -100%
CJ
1313
Caitlin John
Michigan
$75.2K +$3.11K +50 +4%
MAM
1314
Meeder Asset Management
Ohio
$75.2K +$37.3K +600 +100%
NS
1315
NBC Securities
Alabama
$75K +$55.9K +900 +300%
SIC
1316
Salem Investment Counselors
North Carolina
$72K – – –
ITFISA
1317
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$68.9K +$68.3K +1,100 New
OWA
1318
Opal Wealth Advisors
New York
$68.9K +$68.3K +1,100 New
GBT
1319
Grove Bank & Trust
Florida
$65.8K – – –
JPWM
1320
Jamison Private Wealth Management
Georgia
$65.8K – – –
LFA
1321
LGT Financial Advisors
Texas
$65.8K – – –
WIM
1322
Westside Investment Management
California
$62.6K – – –
HI
1323
Hoey Investments
Pennsylvania
$62.6K +$62.1K +1,000 New
FFO
1324
Fortitude Family Office
Arizona
$59.5K +$15.5K +250 +36%
TIM
1325
Tortoise Investment Management
New York
$59.5K +$40.4K +650 +217%
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