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CMG

Name Holding Trade Value Shares
Change 		Change in
Stake
KI
1001
Kapitalo Investimentos
Brazil
$204K +$185K +4,450 New
MWM
1002
Moran Wealth Management
Florida
$204K +$185K +4,450 New
RI
1003
Ridgewood Investments
New Jersey
$202K +$183K +4,400 New
EFG
1004
Embree Financial Group
Illinois
$201K +$183K +4,400 New
I
1005
InceptionR
California
$201K -$739K -17,750 -80%
PIAS
1006
PCA Investment Advisory Services
Ohio
$201K +$183K +4,400 New
SP
1007
Successful Portfolios
Florida
$201K +$183K +4,400 New
GWS
1008
Glassman Wealth Services
Virginia
$197K +$4.16K +100 +2%
KA
1009
Kozak & Associates
Colorado
$190K – – –
FFC
1010
First Financial Corp
Indiana
$181K – – –
DIP
1011
DT Investment Partners
Pennsylvania
$179K – – –
TSWM
1012
Tyler-Stone Wealth Management
Ohio
$172K – – –
AA
1013
Alta Advisers
United Kingdom
$167K – – –
RIL
1014
Rothschild Investment LLC
Illinois
$167K +$152K +3,650 New
TCOV
1015
Trust Company of Vermont
Vermont
$165K -$66.6K -1,600 -31%
MPWT
1016
MassMutual Private Wealth & Trust
Connecticut
$162K +$12.5K +300 +9%
PCWA
1017
Pacific Capital Wealth Advisors
California
$160K +$146K +3,500 New
RIM
1018
Rakuten Investment Management
Japan
$155K +$141K +3,400 New
CAL
1019
Capital Advisors Ltd
Ohio
$144K +$4.16K +100 +3%
VF
1020
VitalStone Financial
Texas
$144K +$129K +3,100 +6,200%
WOC
1021
West Oak Capital
California
$129K – – –
WPWM
1022
Western Pacific Wealth Management
Illinois
$126K -$10.4K -250 -8%
FWM
1023
Focused Wealth Management
New York
$126K – – –
LS
1024
Livforsakringsbolaget Skandia
Sweden
$126K +$35.4K +850 +45%
PIM
1025
Plato Investment Management
Australia
$121K +$110K +2,650 New
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