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CMG

Name Holding Trade Value Shares
Change 		Change in
Stake
GBT
1326
Grove Bank & Trust
Florida
$78.6K – – –
GSWM
1327
Golden State Wealth Management
California
$76.4K +$10K +197 +17%
BAM
1328
Byrne Asset Management
New Jersey
$76.4K -$83.9K -1,650 Closed
MCM
1329
Manchester Capital Management
Vermont
$75.9K +$407 +8 +0.6%
WIM
1330
Westside Investment Management
California
$75.1K +$14.8K +290 +29%
CPG
1331
Cornerstone Planning Group
New Jersey
$74.9K -$7.73K -152 -8%
MIFH
1332
Migdal Insurance & Financial Holdings
Israel
$74K – – –
ABWM
1333
Alpine Bank Wealth Management
Colorado
$73K – – –
ITFISA
1334
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$73K +$66.1K +1,300 New
MMG
1335
Monetary Management Group
Missouri
$70.2K -$63.6K -1,250 -50%
HBW
1336
Hazlett, Burt & Watson
West Virginia
$68K -$51.4K -1,011 -46%
FC
1337
Fairscale Capital
New Hampshire
$66.3K +$78.7K +1,547 New
SIC
1338
Salem Investment Counselors
North Carolina
$64.6K – – –
SHIM
1339
Stone House Investment Management
Pennsylvania
$61.8K -$30.5K -600 -35%
KWM
1340
Kiker Wealth Management
Georgia
$61.8K – – –
RWS
1341
Retirement Wealth Solutions
Wisconsin
$61.8K – – –
KFI
1342
Key Financial Inc
Pennsylvania
$61.8K +$56K +1,100 New
PMFA
1343
Plante Moran Financial Advisors
Michigan
$59.1K +$2.7K +53 +5%
EC
1344
Elequin Capital
New York
$56.3K +$51K +1,003 New
OWA
1345
Opal Wealth Advisors
New York
$54.4K -$1.02K -20 -2%
SIS
1346
Sound Income Strategies
Florida
$54.2K -$8.9K -175 -15%
KFP
1347
Keener Financial Planning
Texas
$53K – – –
BIA
1348
Bell Investment Advisors
California
$52K +$1.02K +20 +2%
TWD
1349
True Wealth Design
Ohio
$51.8K +$15.4K +302 +49%
SSG
1350
Summit Securities Group
New York
$50.9K +$46.1K +907 New
52 53
54
55 56