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CMG

Name Holding Trade Value Shares
Change 		Change in
Stake
CRWM
1701
Castle Rock Wealth Management
California
– -$299K -5,250 Closed
GWM
1702
Gitterman Wealth Management
New Jersey
– -$285K -4,944 Closed
HOWA
1703
Heritage Oak Wealth Advisors
Florida
– -$283K -4,906 Closed
PCMC
1704
Private Capital Management (Colorado)
Colorado
– -$277K -4,799 Closed
WFA
1705
Wellspring Financial Advisors
Ohio
– -$274K -4,750 Closed
CC
1706
Corton Capital
Ontario, Canada
– -$274K -4,749 Closed
MPM
1707
MBB Public Markets
Illinois
– -$259K -4,500 Closed
SI
1708
Seeds Investor
New York
– -$251K -4,348 Closed
EWM
1709
Evercore Wealth Management
New York
– -$243K -4,209 Closed
ACGA
1710
Atlanta Consulting Group Advisors
Georgia
– -$237K -4,106 Closed
BFC
1711
Bedel Financial Consulting
Indiana
– -$230K -4,000 Closed
TPWA
1712
Twin Peaks Wealth Advisors
California
– -$220K -3,824 Closed
VCAM
1713
Van Cleef Asset Management
Ohio
– -$216K -3,750 Closed
ACM
1714
Aster Capital Management
United Arab Emirates
– -$161K -2,800 Closed
SL
1715
Salomon & Ludwin
Virginia
– -$150K -2,600 Closed
OWP
1716
ORG Wealth Partners
Texas
– -$138K -2,400 Closed
BWP
1717
Baldwin Wealth Partners
Massachusetts
– -$131K -2,279 Closed
AC
1718
AWH Capital
Texas
– -$104K -1,800 Closed
SHIM
1719
Stone House Investment Management
Pennsylvania
– -$101K -1,750 Closed
LFA
1720
LGT Financial Advisors
Texas
– -$54.7K -950 Closed
CPA
1721
Capital Performance Advisors
California
– -$33.2K -576 Closed
NFA
1722
Northwest Financial Advisors
Virginia
– -$28.8K -500 Closed
OPTFSNA
1723
Old Point Trust & Financial Services N A
Virginia
– -$28.8K -500 Closed
DCP
1724
DSM Capital Partners
Florida
– -$25.9K -450 Closed
IAS
1725
IMA Advisory Services
Colorado
– -$20.2K -350 Closed
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