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CMG

Name Holding Trade Value Shares
Change 		Change in
Stake
DSC
1026
Duncker Streett & Co
Missouri
$199K -$190K -5,240 -49%
EPW
1027
Elevated Private Wealth
Wisconsin
$199K +$194K +5,376 New
CTC
1028
Central Trust Company
Missouri
$199K -$93.5K -2,585 -32%
GIA
1029
GHP Investment Advisors
Colorado
$185K -$3.62K -100 -2%
MUMSS
1030
Mitsubishi UFJ Morgan Stanley Securities
Japan
$173K +$169K +4,667 New
MIFH
1031
Migdal Insurance & Financial Holdings
Israel
$171K +$45.9K +1,269 +38%
KC
1032
Knuff & Co
California
$163K +$1.08K +30 +0.7%
HI
1033
Harbour Investments
Wisconsin
$162K +$33.2K +918 +27%
UBP
1034
Union Bancaire Privee
Switzerland
$161K -$12.7M -351,796 -99%
CH
1035
Cromwell Holdings
Wyoming
$159K +$10.7K +295 +7%
YP
1036
YANKCOM Partnership
South Dakota
$150K +$13.1K +363 +10%
OL
1037
OneFund LLC
Florida
$146K +$11.6K +322 +9%
PFBT
1038
Parkside Financial Bank & Trust
Missouri
$144K -$67.1K -1,854 -32%
TWD
1039
True Wealth Design
Ohio
$144K +$128K +3,549 +1,069%
EWM
1040
Evermay Wealth Management
Virginia
$143K -$341K -9,436 -71%
DIP
1041
DT Investment Partners
Pennsylvania
$137K – – –
SAG
1042
SageView Advisory Group
California
$135K +$132K +3,638 New
CAL
1043
Capital Advisors Ltd
Ohio
$131K +$4.05K +112 +3%
KA
1044
Kozak & Associates
Colorado
$129K +$5.43K +150 +5%
BWL
1045
Bogart Wealth LLC
Virginia
$126K +$30.5K +844 +33%
SOW
1046
State of Wyoming
Wyoming
$125K -$185K -5,104 -60%
BP
1047
BNP Paribas
France
$124K +$18.1K +499 +17%
MCM
1048
Manchester Capital Management
Vermont
$124K +$73.5K +2,032 +155%
VCM
1049
Versant Capital Management
Arizona
$122K +$60.8K +1,681 +105%
CFO
1050
CVA Family Office
Colorado
$121K +$26.4K +731 +29%
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