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CMG

Name Holding Trade Value Shares
Change 		Change in
Stake
FDCDDQ
751
Federation des caisses Desjardins du Quebec
Quebec, Canada
$374K +$15.8K +400 +5%
LSA
752
Leonteq Securities AG
Switzerland
$374K +$346K +8,750 New
PTC
753
Private Trust Company
Ohio
$372K -$11.9K -300 -3%
ACA
754
Atlas Capital Advisors
Wyoming
$372K – – –
WB
755
West Bancorporation
Iowa
$372K +$85K +2,150 +33%
RCWM
756
Royal Capital Wealth Management
Indiana
$370K – – –
SCM
757
Shelton Capital Management
Colorado
$368K – – –
BA
758
Ballast Advisors
Minnesota
$368K +$69.2K +1,750 +26%
TA
759
TFB Advisors
Kansas
$368K +$340K +8,600 New
FIM
760
Freedom Investment Management
Connecticut
$367K +$340K +8,600 New
BFEC
761
Benjamin F. Edwards & Company
Missouri
$365K +$31.6K +800 +10%
MMM
762
Mendel Money Management
Illinois
$364K – – –
BP
763
Ballentine Partners
Massachusetts
$357K +$21.8K +550 +7%
GVAG
764
Great Valley Advisor Group
Delaware
$353K -$41.5K -1,050 -11%
PCM
765
Parsons Capital Management
Rhode Island
$353K – – –
FMLI
766
Fukoku Mutual Life Insurance
Japan
$351K -$133K -3,350 -29%
DIA
767
Dana Investment Advisors
Wisconsin
$347K – – –
SWRP
768
Summit Wealth & Retirement Planning
California
$347K – – –
IFG
769
Independent Financial Group
California
$347K +$11.9K +300 +4%
IWM
770
IHT Wealth Management
Illinois
$344K -$69.2K -1,750 -18%
PSF
771
Pacific Sun Financial
California
$342K +$396K +10,000 New
LWM
772
Laidlaw Wealth Management
New York
$340K -$91K -2,300 -22%
APWM
773
Atlas Private Wealth Management
New York
$340K – – –
NB
774
NBT Bank
New York
$338K -$47.5K -1,200 -13%
SW
775
SkyOak Wealth
Michigan
$334K +$11.9K +300 +4%
29 30
31
32 33