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CMG

Name Holding Trade Value Shares
Change 		Change in
Stake
MBT
801
Montecito Bank & Trust
California
$366K +$77K +1,850 +30%
APWM
802
Atlas Private Wealth Management
New York
$364K – – –
BIG
803
Brooklyn Investment Group
New York
$359K +$327K +7,850 New
FAIM
804
Financial Advocates Investment Management
Washington
$357K -$29.1K -700 -8%
FFL
805
Future Fund LLC
Illinois
$357K -$41.6K -1,000 -11%
AT
806
Arvest Trust
Oklahoma
$357K -$8.32K -200 -3%
P
807
Pitcairn
Pennsylvania
$354K +$6.24K +150 +2%
IFG
808
Independent Financial Group
California
$354K +$8.32K +200 +3%
BCM
809
Brookstone Capital Management
Illinois
$350K -$62.4K -1,500 -16%
ICG
810
InterOcean Capital Group
Tennessee
$348K -$22.9K -550 -7%
SW
811
SkyOak Wealth
Michigan
$348K -$8.32K -200 -3%
CWM
812
Centurion Wealth Management
Virginia
$348K +$8.32K +200 +3%
SQA
813
Simon Quick Advisors
New Jersey
$348K +$20.8K +500 +7%
EFG
814
Everhart Financial Group
Ohio
$348K +$33.3K +800 +12%
ACM
815
AUA Capital Management
Pennsylvania
$345K – – –
JWM
816
Jeppson Wealth Management
California
$345K – – –
IF
817
IRON Financial
Illinois
$343K – – –
GL
818
Graypoint LLC
New York
$343K +$58.3K +1,400 +23%
TCOTS
819
Trust Company of the South
North Carolina
$343K +$312K +7,500 New
GCP
820
GSA Capital Partners
United Kingdom
$343K +$312K +7,500 New
TCOT
821
Trust Company of Toledo
Ohio
$341K +$54.1K +1,300 +21%
GIA
822
Guyasuta Investment Advisors
Pennsylvania
$338K – – –
WB
823
West Bancorporation
Iowa
$338K -$56.2K -1,350 -15%
BWAM
824
Boyd Watterson Asset Management
Ohio
$338K – – –
MFG
825
Merit Financial Group
Georgia
$338K +$25K +600 +9%
31 32
33
34 35