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CMG

Name Holding Trade Value Shares
Change 		Change in
Stake
JSW
1501
Journey Strategic Wealth
New Jersey
– -$318K -5,660 Closed
PWA
1502
Prairie Wealth Advisors
Nebraska
– -$317K -5,650 Closed
GLA
1503
Great Lakes Advisors
Illinois
– -$317K -5,641 Closed
BWG
1504
Berry Wealth Group
Texas
– -$315K -5,613 Closed
FAN
1505
Financial Advisors Network
California
– -$313K -5,574 Closed
CAM
1506
Covenant Asset Management
New Jersey
– -$309K -5,500 Closed
FPCP
1507
Fort Point Capital Partners
California
– -$308K -5,477 Closed
GFP
1508
Gryphon Financial Partners
Ohio
– -$305K -5,426 Closed
MPM
1509
MBB Public Markets
Illinois
– -$297K -5,297 Closed
RCA
1510
Resonant Capital Advisors
Wisconsin
– -$297K -5,294 Closed
WPW
1511
Waldron Private Wealth
Pennsylvania
– -$295K -5,252 Closed
CPSC
1512
Carl P. Sherr & Co
Massachusetts
– -$295K -5,250 Closed
ZIG
1513
Zullo Investment Group
Pennsylvania
– -$294K -5,241 Closed
BWP
1514
BSW Wealth Partners
Colorado
– -$291K -5,191 Closed
CCFM
1515
Clear Creek Financial Management
Washington
– -$288K -5,131 Closed
GM
1516
GeoWealth Management
Illinois
– -$285K -5,077 Closed
FFA
1517
Florida Financial Advisors
Florida
– -$283K -5,047 Closed
GS
1518
GTS Securities
Florida
– -$283K -5,036 Closed
CWM
1519
Challenger Wealth Management
California
– -$281K -5,003 Closed
ABLA
1520
Alan B. Lancz & Associates
Ohio
– -$281K -5,000 Closed
AC
1521
Annandale Capital
Texas
– -$281K -5,000 Closed
NFC
1522
Northstar Financial Companies
Pennsylvania
– -$281K -5,000 Closed
PVM
1523
Palogic Value Management
Texas
– -$281K -5,000 Closed
WMA
1524
Wealth Management Associates
New Jersey
– -$280K -4,984 Closed
KIG
1525
Kennedy Investment Group
New Jersey
– -$275K -4,900 Closed
59 60
61
62 63