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CMG

Name Holding Trade Value Shares
Change 		Change in
Stake
GM
1326
GeoWealth Management
Illinois
$95.4K -$166K -3,061 -62%
CPG
1327
Cornerstone Planning Group
New Jersey
$93.1K +$68.9K +1,267 +197%
SWIM
1328
Smallwood Wealth Investment Management
New Jersey
$92.9K +$101K +1,850 New
MFS
1329
Mattson Financial Services
Michigan
$92.4K +$38.6K +710 +63%
CWC
1330
Carolinas Wealth Consulting
North Carolina
$90.8K +$18.2K +334 +23%
SC
1331
SouthState Corp
Florida
$90.2K +$56.9K +1,046 +139%
AG
1332
AmeriFlex Group
Nevada
$89.1K -$48.9K -900 -34%
VCM
1333
Versant Capital Management
Arizona
$86.3K -$14.5K -266 -13%
SHIM
1334
Stone House Investment Management
Pennsylvania
$85.4K +$92.5K +1,700 New
CWM
1335
Centricity Wealth Management
Ohio
$84K – – –
CA
1336
Continuum Advisory
Idaho
$83.6K -$870 -16 -1%
ST
1337
Smithfield Trust
Pennsylvania
$83K -$5.44K -100 -6%
FPB
1338
First PREMIER Bank
South Dakota
$83K – – –
BAM
1339
Byrne Asset Management
New Jersey
$82.8K -$20.4K -375 -19%
CM
1340
Capula Management
Cayman Islands
$81.4K +$88.2K +1,621 New
HWA
1341
HHM Wealth Advisors
Tennessee
$80.3K – – –
CCA
1342
Catalyst Capital Advisors
New York
$79.3K +$26.8K +492 +45%
CWM
1343
Consultiva Wealth Management
Puerto Rico
$75.3K +$81.6K +1,500 New
SIS
1344
Strategic Investment Solutions
Illinois
$75.3K +$77.3K +1,421 +1,799%
USB
1345
Union Savings Bank
Connecticut
$74.7K +$37.4K +688 +86%
TFIPS
1346
Towarzystwo Funduszy Inwestycyjnych PZU SA
$73.8K +$17.4K +320 +28%
AGWCA
1347
Annis Gardner Whiting Capital Advisors
Florida
$71.7K -$4.79K -88 -6%
BCM
1348
Berbice Capital Management
New York
$70.3K – – –
GBT
1349
Grove Bank & Trust
Florida
$70.3K – – –
NS
1350
NBC Securities
Alabama
$68K +$74.5K +1,370 +137,000%
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