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CMG

Name Holding Trade Value Shares
Change 		Change in
Stake
PMFA
1451
Plante Moran Financial Advisors
Michigan
$60.3K -$26.9K -447 -31%
SHF
1452
Safe Harbor Fiduciary
Florida
$60.3K – – –
WIM
1453
Westside Investment Management
California
$60.3K – – –
GCM
1454
GKV Capital Management
California
$60.3K +$60.3K +1,000 New
FFO
1455
Fortitude Family Office
Arizona
$57.3K – – –
KFP
1456
Keener Financial Planning
Texas
$57K – – –
RWS
1457
Retirement Wealth Solutions
Wisconsin
$56.2K +$60K +995 New
RDFA
1458
Ritter Daniher Financial Advisory
Ohio
$55.8K – – –
BIA
1459
Bell Investment Advisors
California
$55.1K – – –
WPA
1460
West Paces Advisors
Georgia
$53K – – –
CW
1461
Curio Wealth
Maryland
$51.3K +$51.2K +850 New
FFC
1462
First Financial Corp
Indiana
$50.8K +$38.7K +642 +321%
HI
1463
Hoey Investments
Pennsylvania
$50.5K -$9.82K -163 -16%
CSPIA
1464
Cary Street Partners Investment Advisory
Virginia
$49.6K -$1.24M -20,514 -96%
OC
1465
Oakworth Capital
Alabama
$49.6K +$49.6K +823 New
SO
1466
Sierra Ocean
California
$49.6K +$49.6K +823 New
USB
1467
Union Savings Bank
Connecticut
$48.2K – – –
MAM
1468
Meeder Asset Management
Ohio
$46.6K -$3.25K -54 -7%
CTB
1469
Country Trust Bank
Illinois
$45.2K – – –
RFG
1470
REAP Financial Group
Texas
$45.2K – – –
SC
1471
SouthState Corp
Florida
$45.2K – – –
TFA
1472
Toth Financial Advisory
Virginia
$45.2K – – –
NSIM
1473
North Star Investment Management
Illinois
$45.2K +$9.04K +150 +25%
FLP
1474
Financial Life Planners
Arizona
$45.2K +$45.2K +750 New
WA
1475
WPG Advisers
Maryland
$43.5K +$43.5K +722 New
57 58
59
60 61