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CMG

Name Holding Trade Value Shares
Change 		Change in
Stake
WTA
1351
Washington Trust Advisors
Massachusetts
$67.5K +$2.28K +42 +3%
MIFH
1352
Migdal Insurance & Financial Holdings
Israel
$67K – – –
ABWM
1353
Alpine Bank Wealth Management
Colorado
$65.3K +$70.7K +1,300 New
RS
1354
Rakuten Securities
Japan
$63K -$13.9K -256 -17%
CIAM
1355
Caitong International Asset Management
Hong Kong
$63K +$53.1K +976 +351%
GSWM
1356
Golden State Wealth Management
California
$58.4K -$271K -4,992 -81%
VC
1357
Vestor Capital
Illinois
$58K – – –
SIC
1358
Salem Investment Counselors
North Carolina
$57.7K -$18.1K -333 -22%
SIS
1359
Sound Income Strategies
Florida
$57.2K +$29.1K +535 +88%
PAI
1360
Pittenger & Anderson Inc
Nebraska
$56.2K -$590K -10,855 -91%
CSPIA
1361
Cary Street Partners Investment Advisory
Virginia
$55.5K +$15.4K +283 +34%
RWS
1362
Retirement Wealth Solutions
Wisconsin
$55.2K +$5.71K +105 +11%
KWM
1363
Kiker Wealth Management
Georgia
$55.2K +$59.8K +1,100 New
SIM
1364
Synergy Investment Management
Florida
$52.7K – – –
WIM
1365
Westside Investment Management
California
$51.7K – – –
CW
1366
Curio Wealth
Maryland
$51.3K -$46.2K -849 -100%
PSFG
1367
Park Square Financial Group
Georgia
$50.2K -$10.9K -200 -17%
GCM
1368
GKV Capital Management
California
$50.2K – – –
PMFA
1369
Plante Moran Financial Advisors
Michigan
$50.2K – – –
OWA
1370
Opal Wealth Advisors
New York
$49.7K +$53.8K +989 New
OC
1371
Oakworth Capital
Alabama
$49.2K +$8.54K +157 +19%
FFO
1372
Fortitude Family Office
Arizona
$47.7K – – –
KFP
1373
Keener Financial Planning
Texas
$47K – – –
BIA
1374
Bell Investment Advisors
California
$45.5K -$381 -7 -0.8%
NI
1375
NCP Inc
California
$45.2K -$76.1K -1,400 -61%
53 54
55
56 57