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AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
B
576
Bailard
California
$395K +$393K +4,000 New
DCM
577
Dynamic Capital Management
Jersey
$384K +$51K +519 +15%
HCM
578
Horrell Capital Management
Arkansas
$381K – – –
HFS
579
HL Financial Services
Kentucky
$372K -$514K -5,228 -58%
BOS
580
Bank of Stockton
California
$367K -$4.91K -50 -1%
FNBT
581
FineMark National Bank & Trust
Florida
$361K – – –
CCM
582
CrestPoint Capital Management
Missouri
$356K – – –
FWM
583
Frontier Wealth Management
Missouri
$356K +$354K +3,599 New
EPM
584
Equitec Proprietary Markets
Illinois
$354K +$352K +3,579 New
SC
585
Scotia Capital
Ontario, Canada
$351K +$41.4K +421 +13%
NIMI
586
Natixis Investment Managers International
France
$348K +$346K +3,524 New
SAM
587
Solaris Asset Management
New York
$348K +$346K +3,525 New
W
588
Wealthfront
California
$346K +$70.5K +718 +26%
CBU
589
CIBC Bank USA
Illinois
$336K -$1.18K -12 -0.4%
ATC
590
Adirondack Trust Company
New York
$315K – – –
BMO
591
Beck Mack & Oliver
New York
$314K – – –
BBI
592
Baxter Bros Inc
Connecticut
$308K +$2.65K +27 +0.9%
IG
593
Ithaka Group
Virginia
$306K +$12.8K +130 +4%
BSW
594
Buckingham Strategic Wealth
Missouri
$301K +$299K +3,046 New
AHS
595
Aspiriant Holdings S3
California
$300K – – –
FHC
596
First Heartland Consultants
Missouri
$299K +$16.4K +167 +6%
IIM
597
Ipswich Investment Management
Massachusetts
$297K – – –
WF
598
Welch & Forbes
Massachusetts
$297K – – –
SPC
599
Sigma Planning Corp
Michigan
$291K +$289K +2,944 New
PWM
600
Perigon Wealth Management
California
$288K – – –
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