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CMG

Name Holding Trade Value Shares
Change 		Change in
Stake
MMG
1301
Monetary Management Group
Missouri
$94K +$93.2K +1,500 New
PGAM
1302
Princeton Global Asset Management
New Jersey
$94K +$93.2K +1,500 New
VC
1303
Vestor Capital
Illinois
$91K +$90.1K +1,450 New
TFIPS
1304
Towarzystwo Funduszy Inwestycyjnych PZU SA
$90.8K +$21.7K +350 +32%
CWC
1305
Carolinas Wealth Consulting
North Carolina
$88.7K -$11.5K -185 -12%
AGWCA
1306
Annis Gardner Whiting Capital Advisors
Florida
$87.7K – – –
TFF
1307
The Family Firm
Maryland
$87.7K +$87K +1,400 New
SWA
1308
SOA Wealth Advisors
New York
$84.6K +$46.6K +750 +125%
NIMI
1309
Natixis Investment Managers International
France
$81.4K -$40.4K -650 -33%
HWA
1310
Heritage Wealth Advisors
Virginia
$78.3K – – –
JWM
1311
Janiczek Wealth Management
Colorado
$78.3K +$12.4K +200 +19%
AFG
1312
Albion Financial Group
Utah
$78.3K +$65.2K +1,050 +525%
PMFA
1313
Plante Moran Financial Advisors
Michigan
$78.1K +$15.3K +247 +25%
DCP
1314
DSM Capital Partners
Florida
$75.2K -$100M -1,613,950 -100%
CJ
1315
Caitlin John
Michigan
$75.2K +$3.11K +50 +4%
MAM
1316
Meeder Asset Management
Ohio
$75.2K +$37.3K +600 +100%
NS
1317
NBC Securities
Alabama
$75K +$55.9K +900 +300%
SIC
1318
Salem Investment Counselors
North Carolina
$72K – – –
ITFISA
1319
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$68.9K +$68.3K +1,100 New
OWA
1320
Opal Wealth Advisors
New York
$68.9K +$68.3K +1,100 New
GBT
1321
Grove Bank & Trust
Florida
$65.8K – – –
JPWM
1322
Jamison Private Wealth Management
Georgia
$65.8K – – –
LFA
1323
LGT Financial Advisors
Texas
$65.8K – – –
WIM
1324
Westside Investment Management
California
$62.6K – – –
HI
1325
Hoey Investments
Pennsylvania
$62.6K +$62.1K +1,000 New
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