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CMG

Name Holding Trade Value Shares
Change 		Change in
Stake
VBCG
1351
Valley Brook Capital Group
Pennsylvania
$209K +$209K +3,465 New
YP
1352
YANKCOM Partnership
South Dakota
$209K +$208K +3,459 New
NCFG
1353
New Century Financial Group
New Jersey
$208K -$28.6K -475 -12%
MPWT
1354
MassMutual Private Wealth & Trust
Connecticut
$208K -$34.1K -566 -14%
ERWM
1355
Elk River Wealth Management
Colorado
$208K +$208K +3,450 New
RG
1356
Rathbones Group
United Kingdom
$208K +$208K +3,450 New
SSWM
1357
Smith Salley Wealth Management
North Carolina
$208K +$208K +3,450 New
EFS
1358
Essex Financial Services
Connecticut
$207K +$207K +3,439 New
MAG
1359
MRA Advisory Group
New Jersey
$207K +$207K +3,436 New
WPWM
1360
Western Pacific Wealth Management
Illinois
$207K – – –
KFS
1361
Keynote Financial Services
Connecticut
$203K +$203K +3,365 New
AFW
1362
Avantra Family Wealth
Pennsylvania
$203K +$203K +3,362 New
AT
1363
Arlington Trust
Alabama
$202K – – –
BF
1364
Brogan Financial
Tennessee
$202K +$202K +3,350 New
SA
1365
Strategic Advisors
New York
$202K +$202K +3,350 New
RMCM
1366
Reynders McVeigh Capital Management
Massachusetts
$202K +$202K +3,350 New
LI
1367
LRI Investments
Florida
$201K -$115K -1,909 -36%
JCM
1368
Jacobi Capital Management
Pennsylvania
$201K +$201K +3,335 New
GVAG
1369
Great Valley Advisor Group
Delaware
$201K -$107K -1,771 -35%
CAL
1370
Capital Advisors Ltd
Ohio
$201K – – –
BFS
1371
Bradley Foster & Sargent
Connecticut
$201K +$201K +3,332 New
HWM
1372
Hohimer Wealth Management
Washington
$200K +$200K +3,325 New
EMFAT
1373
Emerald Mutual Fund Advisers Trust
Pennsylvania
$200K -$9.76K -162 -5%
CCM
1374
Colorado Capital Management
Colorado
$196K – – –
HPC
1375
HM Payson & Co
Maine
$194K +$187K +3,107 +2,750%
53 54
55
56 57