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CMG

Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
1601
TriaGen Wealth Management
California
– -$367K -5,850 Closed
LSA
1602
Lion Street Advisors
Texas
– -$351K -5,600 Closed
PCM
1603
Prelude Capital Management
New York
– -$351K -5,595 Closed
IA
1604
IFG Advisory
Georgia
– -$348K -5,550 Closed
SW
1605
SVB Wealth
Massachusetts
– -$341K -5,450 Closed
HT
1606
Headlands Technologies
Illinois
– -$340K -5,424 Closed
OL
1607
Owen LaRue
Kentucky
– -$335K -5,350 Closed
IFU
1608
iSAM Funds (UK)
United Kingdom
– -$321K -5,123 Closed
APP
1609
Avantax Planning Partners
Iowa
– -$320K -5,100 Closed
OFG
1610
Oxford Financial Group
Indiana
– -$316K -5,050 Closed
SGI
1611
Summit Global Investments
Utah
– -$310K -4,950 Closed
AC
1612
Allstate Corporation
Illinois
– -$307K -4,900 Closed
WJA
1613
Willis Johnson & Associates
Texas
– -$302K -4,819 Closed
WA
1614
Wealth Alliance
New York
– -$298K -4,750 Closed
B
1615
Bailard
California
– -$291K -4,650 Closed
RA
1616
RFG Advisory
Alabama
– -$285K -4,550 Closed
PI
1617
Pachira Investments
California
– -$284K -4,530 Closed
CCG
1618
Capital CS Group
California
– -$266K -4,250 Closed
TWP
1619
Triad Wealth Partners
Kansas
– -$254K -4,050 Closed
MM
1620
MQS Management
New York
– -$252K -4,015 Closed
IFO
1621
Independent Family Office
New York
– -$251K -4,000 Closed
SP
1622
Systematic Portfolios
New York
– -$245K -3,905 Closed
CPRC
1623
Consolidated Portfolio Review Corp
New York
– -$244K -3,900 Closed
PRS
1624
Pinkerton Retirement Specialists
Idaho
– -$244K -3,891 Closed
AWM
1625
Angeles Wealth Management
California
– -$241K -3,850 Closed
63 64
65
66 67