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CMG

Name Holding Trade Value Shares
Change 		Change in
Stake
SFA
901
Souders Financial Advisors
Ohio
$201K +$193K +5,903 New
MA
902
Montag & Associates
Georgia
$193K – – –
OCWP
903
Owl Creek Wealth Partners
Colorado
$191K +$28.6K +875 +18%
IA
904
IFG Advisory
Georgia
$185K +$178K +5,450 New
TPCW
905
TD Private Client Wealth
New York
$185K -$14.2K -435 -7%
NRG
906
Nemes Rush Group
Michigan
$181K +$6.57K +201 +4%
EI
907
EFG International
$171K +$145K +4,426 +743%
MHR
908
Matthew Hamilton Rosenberg
$170K -$17.1K -522 -9%
GIA
909
GHP Investment Advisors
Colorado
$170K – – –
OP
910
Oslo Pensjonsforsikring
$158K -$63K -1,929 -29%
SOW
911
State of Wyoming
Wyoming
$155K +$26.3K +806 +21%
PWS
912
Peterson Wealth Services
Utah
$155K -$7.28K -223 -5%
NFSG
913
Newbridge Financial Services Group
Florida
$135K -$6.86K -210 -5%
EP
914
Essential Partners
California
$130K -$157K -4,804 -56%
FMII
915
Farmers & Merchants Investments Inc
Nebraska
$129K +$12K +366 +11%
UOTTAIMCU
916
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$126K +$121K +3,705 New
DIP
917
DT Investment Partners
Pennsylvania
$126K – – –
OL
918
OneFund LLC
Florida
$119K -$4.47K -137 -4%
MPWT
919
MassMutual Private Wealth & Trust
Connecticut
$116K +$17.6K +540 +19%
PPC
920
Park Place Capital
Alabama
$116K +$1.8K +55 +2%
MCM
921
Manchester Capital Management
Vermont
$114K +$1.76K +54 +2%
CAL
922
Capital Advisors Ltd
Ohio
$111K -$6.37K -195 -6%
HPC
923
HM Payson & Co
Maine
$108K – – –
BC
924
Burnham & Co
Michigan
$106K +$101K +3,107 New
VL
925
Vima LLC
Michigan
$99.5K +$95.6K +2,927 New
35 36
37
38 39