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CMG

Name Holding Trade Value Shares
Change 		Change in
Stake
EPW
1501
Evergreen Private Wealth
Colorado
$5.62K +$5.09K +100 New
PSB
1502
Piscataqua Savings Bank
New Hampshire
$5.62K +$5.09K +100 New
RWA
1503
Redmont Wealth Advisors
Illinois
$5.62K +$5.09K +100 New
BMC
1504
Bear Mountain Capital
Washington
$5.39K -$102 -2 -2%
DPW
1505
DiNuzzo Private Wealth
Pennsylvania
$5.22K +$1.02K +20 +27%
CA
1506
Crewe Advisors
Utah
$4.89K +$3.36K +66 +314%
MWM
1507
MorganRosel Wealth Management
Colorado
$4.88K -$1.27K -25 -22%
VWA
1508
VSM Wealth Advisory
Maryland
$4.21K – – –
IHWM
1509
Iron Horse Wealth Management
Iowa
$4.1K -$560 -11 -13%
YAL
1510
Your Advocates Ltd
Texas
$3.93K – – –
RWM
1511
Rialto Wealth Management
New York
$3.88K +$2.19K +43 +165%
TFM
1512
TFC Financial Management
Massachusetts
$3.59K -$51 -1 -2%
PWA
1513
Principia Wealth Advisory
Texas
$3.31K +$3K +59 New
HIW
1514
Holos Integrated Wealth
Pennsylvania
$3.2K – – –
VWM
1515
Vermillion Wealth Management
Minnesota
$3.14K – – –
RBC
1516
Roble Belko & Company
Pennsylvania
$3K – – –
SC
1517
Stephens Consulting
Michigan
$2.98K +$2.7K +53 New
DF
1518
DecisionPoint Financial
Arizona
$2.91K +$2.54K +50 New
DAM
1519
Delta Asset Management
Tennessee
$2.81K – – –
FP
1520
Financial Perspectives
Minnesota
$2.81K – – –
MFT
1521
Moisand Fitzgerald Tamayo
Florida
$2.81K – – –
PPA
1522
Painted Porch Advisors
California
$2.81K – – –
PWMG
1523
Prestige Wealth Management Group
New Jersey
$2.81K – – –
T
1524
Transce3nd
Texas
$2.81K – – –
PWM
1525
Parkworth Wealth Management
California
$2.81K +$1.22K +24 +92%
59 60
61
62 63