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CMG

Name Holding Trade Value Shares
Change 		Change in
Stake
LAM
1076
L2 Asset Management
Massachusetts
$316K +$18.6K +300 +6%
ACG
1077
Allen Capital Group
Nebraska
$316K +$37.3K +600 +13%
LA
1078
Legacy Advisors
Pennsylvania
$316K +$314K +5,050 New
OFG
1079
Oxford Financial Group
Indiana
$316K +$314K +5,050 New
MAM
1080
Morse Asset Management
Connecticut
$316K – – –
ZIG
1081
Zullo Investment Group
Pennsylvania
$315K +$23K +370 +8%
ECM
1082
Evergreen Capital Management
Washington
$313K +$43.5K +700 +16%
FCT
1083
First Community Trust
Iowa
$313K – – –
GIA
1084
GHP Investment Advisors
Colorado
$313K – – –
MPI
1085
Mairs & Power Inc
Minnesota
$313K – – –
PVM
1086
Palogic Value Management
Texas
$313K – – –
SFS
1087
Strategic Financial Services
New York
$313K – – –
ABLA
1088
Alan B. Lancz & Associates
Ohio
$313K +$311K +5,000 New
KB
1089
Kimelman & Baird
New York
$313K +$311K +5,000 New
LJAC
1090
L.J. Altfest & Co
New York
$313K -$15.5K -250 -5%
AC
1091
Annandale Capital
Texas
$313K – – –
SGI
1092
Summit Global Investments
Utah
$310K +$308K +4,950 New
OP
1093
ORG Partners
Indiana
$309K +$311K +5,000 New
WT
1094
Washington Trust
Rhode Island
$307K +$37.6K +605 +14%
BL
1095
Balentine LLC
Georgia
$307K -$1.15M -18,500 -79%
FI
1096
Finivi Inc
Massachusetts
$307K -$24.9K -400 -8%
GPFA
1097
Game Plan Financial Advisors
Ohio
$307K -$9.32K -150 -3%
AC
1098
Allstate Corporation
Illinois
$307K – – –
NC
1099
nVerses Capital
Florida
$307K +$304K +4,900 New
KIG
1100
Kennedy Investment Group
New Jersey
$304K +$12.4K +200 +4%
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