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CMG

Name Holding Trade Value Shares
Change 		Change in
Stake
FIM
751
Freedom Investment Management
Connecticut
$306K -$9.75K -250 -3%
MA
752
MJP Associates
Connecticut
$302K +$50.7K +1,300 +19%
FMLI
753
Fukoku Mutual Life Insurance
Japan
$300K – – –
ICG
754
InterOcean Capital Group
Tennessee
$299K -$103K -2,650 -25%
PWPS
755
Pinnacle Wealth Planning Services
Ohio
$299K -$66.3K -1,700 -17%
DIA
756
Dana Investment Advisors
Wisconsin
$297K – – –
SWRP
757
Summit Wealth & Retirement Planning
California
$297K – – –
WIA
758
World Investment Advisors
California
$297K +$44.8K +1,150 +17%
AT
759
Arvest Trust
Oklahoma
$293K -$60.4K -1,550 -16%
SIM
760
Sentry Investment Management
Wisconsin
$293K -$42.9K -1,100 -12%
APWM
761
Atlas Private Wealth Management
New York
$291K – – –
NB
762
NBT Bank
New York
$291K +$1.95K +50 +0.6%
LMKC
763
L.M. Kohn & Company
Ohio
$291K +$11.7K +300 +4%
SC
764
Savant Capital
Illinois
$291K +$89.7K +2,300 +41%
PCM
765
Penserra Capital Management
California
$287K -$2.89M -74,200 -90%
SW
766
SkyOak Wealth
Michigan
$286K – – –
NHT
767
New Hampshire Trust
New Hampshire
$284K +$15.6K +400 +5%
P
768
Pitcairn
Pennsylvania
$278K +$7.8K +200 +3%
IFG
769
Independent Financial Group
California
$277K -$21.4K -550 -7%
ACM
770
AUA Capital Management
Pennsylvania
$277K – – –
JWM
771
Jeppson Wealth Management
California
$277K – – –
CRWM
772
Castle Rock Wealth Management
California
$276K – – –
VCM
773
Virtue Capital Management
Tennessee
$276K – – –
IF
774
IRON Financial
Illinois
$275K – – –
CHP
775
Cable Hill Partners
Oregon
$275K +$3.9K +100 +1%
29 30
31
32 33