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CMG

Name Holding Trade Value Shares
Change 		Change in
Stake
DIP
1201
DT Investment Partners
Pennsylvania
$232K – – –
MCA
1202
Millennium Capital Advisors
Arkansas
$232K +$230K +3,700 New
HIIFS
1203
Harel Insurance Investments & Financial Services
Israel
$231K +$146K +2,350 +174%
MIS
1204
Morningstar Investment Services
Illinois
$231K +$230K +3,700 New
MPPLM
1205
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$229K +$227K +3,651 New
AA
1206
Alta Advisers
United Kingdom
$229K – – –
SAF
1207
Smith Anglin Financial
Texas
$229K +$227K +3,650 New
DBRC
1208
D.B. Root & Company
Pennsylvania
$227K +$225K +3,628 New
PCG
1209
Prosperity Consulting Group
Maryland
$227K +$7.46K +120 +3%
LSIA
1210
LaSalle St. Investment Advisors
Illinois
$226K +$224K +3,600 New
B
1211
Bellecapital
Switzerland
$226K – – –
NG
1212
Norden Group
Utah
$224K +$222K +3,570 New
OL
1213
OneFund LLC
Florida
$222K – – –
AWM
1214
Aviso Wealth Management
Washington
$222K +$221K +3,550 New
TPWA
1215
Twin Peaks Wealth Advisors
California
$222K +$221K +3,550 New
RG
1216
Rathbones Group
United Kingdom
$222K -$9.32K -150 -4%
CAL
1217
Capital Advisors Ltd
Ohio
$222K +$21.7K +350 +11%
LWA
1218
Lineweaver Wealth Advisors
Ohio
$222K +$220K +3,539 New
OBWG
1219
Onyx Bridge Wealth Group
New York
$220K +$218K +3,511 New
RFN
1220
Redwood Financial Network
Ohio
$219K – – –
FP
1221
FFG Partners
Florida
$219K – – –
PCWA
1222
Pacific Capital Wealth Advisors
California
$219K – – –
LWM
1223
Laidlaw Wealth Management
New York
$219K +$217K +3,500 New
EMFAT
1224
Emerald Mutual Fund Advisers Trust
Pennsylvania
$218K +$79.5K +1,279 +58%
BAAM
1225
Baker Avenue Asset Management
California
$217K +$215K +3,463 New
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