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CMG

Name Holding Trade Value Shares
Change 		Change in
Stake
SOW
951
State of Wyoming
Wyoming
$120K +$13.6K +368 +11%
DIP
952
DT Investment Partners
Pennsylvania
$118K – – –
OL
953
OneFund LLC
Florida
$118K -$11.5K -311 -8%
CT
954
Caldwell Trust
Florida
$118K -$980K -26,490 -88%
VCM
955
Versant Capital Management
Arizona
$116K +$12.3K +332 +10%
BWL
956
Bogart Wealth LLC
Virginia
$112K +$3.99K +108 +3%
KA
957
Kozak & Associates
Colorado
$111K – – –
CAL
958
Capital Advisors Ltd
Ohio
$111K -$2.74K -74 -2%
CFO
959
CVA Family Office
Colorado
$110K +$5.8K +157 +5%
FMII
960
Farmers & Merchants Investments Inc
Nebraska
$109K +$14.8K +400 +13%
PPC
961
Park Place Capital
Alabama
$107K +$6.84K +185 +6%
GSEP
962
Golden State Equity Partners
California
$107K +$124K +3,350 New
MCM
963
Manchester Capital Management
Vermont
$106K -$1.33K -36 -1%
RFP
964
Root Financial Partners
California
$105K +$23K +622 +23%
APW
965
Aventura Private Wealth
Florida
$103K – – –
HPC
966
HM Payson & Co
Maine
$102K -$666 -18 -0.6%
BP
967
BNP Paribas
France
$99.5K -$9.24K -250 -7%
BWA
968
Basecamp Wealth Advisors
Washington
$97.5K +$592 +16 +0.5%
MPWT
969
MassMutual Private Wealth & Trust
Connecticut
$91.8K +$17.3K +468 +20%
CH
970
CDKV Holdings
Colorado
$88K – – –
C
971
Covestor
United Kingdom
$88K -$110K -2,968 -52%
1IA
972
1620 Investment Advisors
Massachusetts
$87.7K +$101K +2,731 +34,138%
PCFFS
973
Pacific Center for Financial Services
California
$86.4K – – –
UFF
974
USA Financial Formulas
Michigan
$85.4K +$23.5K +635 +31%
DSC
975
Duncker Streett & Co
Missouri
$84.8K -$101K -2,735 -51%
37 38
39
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