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CMG

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
776
Capital Wealth Management
Rhode Island
$581K -$153K -3,000 -23%
IIM
777
Intact Investment Management
Quebec, Canada
$581K -$128K -2,500 -20%
ME
778
McIlrath & Eck
Washington
$581K – – –
PSF
779
Pacific Sun Financial
California
$581K – – –
SAM
780
SP Asset Management
California
$581K – – –
SC
781
Syon Capital
California
$581K +$28.1K +550 +6%
NP
782
NorthRock Partners
Minnesota
$581K +$66.5K +1,300 +15%
DAS
783
Dynamic Advisor Solutions
Arizona
$578K +$20.5K +400 +4%
FHA
784
First Horizon Advisors
Tennessee
$578K -$35.8K -700 -7%
PSA
785
Plum Street Advisors
Louisiana
$576K +$25.6M +500,000 New
CT
786
Caldwell Trust
Florida
$576K +$274K +5,350 +118%
UWS
787
Unique Wealth Strategies
Illinois
$575K +$506K +9,900 New
BJL
788
Brighton Jones LLC
Washington
$572K +$20.5K +400 +4%
SC
789
Sepio Capital
Utah
$570K -$7.67K -150 -2%
SAM
790
Strategy Asset Managers
California
$570K +$46K +900 +10%
WWWM
791
White Wing Wealth Management
Texas
$570K – – –
TW
792
Transform Wealth
Colorado
$568K -$43.5K -850 -8%
MFA
793
Morling Financial Advisors
California
$567K – – –
BFC
794
Blue Fin Capital
Rhode Island
$564K +$12.8K +250 +3%
PCM
795
Pennsylvania Capital Management
Pennsylvania
$564K – – –
NB
796
NBT Bank
New York
$564K +$43.5K +850 +10%
CPBTD
797
Central Pacific Bank - Trust Division
Hawaii
$561K +$499K +9,750 New
CI
798
Conning Inc
Connecticut
$561K -$17.9K -350 -4%
C
799
Certuity
Florida
$557K -$25.6K -500 -5%
TA
800
TFB Advisors
Kansas
$552K +$25.6K +500 +6%
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