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Affiliated Managers Group
AMG

Name Holding Trade Value Shares
Change 		Change in
Stake
WSTAM
526
Wilbanks Smith & Thomas Asset Management
Virginia
– -$42K -310 Closed
LA
527
Legacy Advisors
Pennsylvania
– -$36K -263 Closed
WA
528
WP Advisors
California
– -$28K -202 Closed
AF
529
Arrow Financial
New York
– -$21K -150 Closed
TPWA
530
TRUE Private Wealth Advisors
Oregon
– -$18.3K -134 Closed
OWA
531
One Wealth Advisors
California
– -$17K -122 Closed
CPIG
532
Chicago Partners Investment Group
Illinois
– -$12K -110 Closed
IP
533
Isthmus Partners
Wisconsin
– -$14K -100 Closed
CTC
534
Central Trust Company
Missouri
– -$11K -84 Closed
TAIM
535
TD Ameritrade Investment Management
Nebraska
– -$10K -76 Closed
CFGS
536
Concourse Financial Group Securities
Alabama
– -$7K -62 Closed
MWM
537
MinichMacGregor Wealth Management
New York
– -$8K -62 Closed
ICM
538
IMS Capital Management
Oregon
– -$8K -60 Closed
SBL
539
Sargent Bickham Lagudis
Colorado
– -$5.99K -53 -96%
CB
540
CNB Bank
Pennsylvania
– -$7K -50 Closed
CHC
541
City Holding Co
West Virginia
– -$5K -36 Closed
HR
542
Howe & Rusling
New York
– -$5K -34 Closed
ML
543
McAdam LLC
Pennsylvania
– -$4K -30 Closed
CFD
544
Creative Financial Designs
Indiana
– -$3K -20 Closed
CWA
545
Clarus Wealth Advisors
Arizona
– -$3K -19 Closed
FPFS
546
First Personal Financial Services
North Carolina
– -$2K -16 Closed
LWA
547
Lenox Wealth Advisors
New York
– -$2K -12 Closed
PWMG
548
Prestige Wealth Management Group
New Jersey
– +$565 +5 New
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