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AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
ACI
576
Alpha Cubed Investments
California
$330K +$304K +3,232 New
SAM
577
Solaris Asset Management
New York
$321K -$70.3K -747 -17%
P
578
Pitcairn
Pennsylvania
$321K -$8.38K -89 -2%
PFS
579
Prospera Financial Services
Texas
$320K +$14.7K +156 +4%
BBI
580
Baxter Bros Inc
Connecticut
$314K – – –
HHGA
581
Halbert Hargrove Global Advisors
California
$313K -$378K -4,016 -53%
FBFS
582
First Business Financial Services
Wisconsin
$313K +$1.79K +19 +0.5%
TU
583
TDAM USA
Ontario, Canada
$309K -$942 -10 -0.3%
CAG
584
Crestwood Advisors Group
Massachusetts
$298K -$136K -1,442 -30%
1GA
585
1st Global Advisors
Texas
$296K +$18.8K +200 +6%
SI
586
Stephens Inc
Arkansas
$295K +$14.4K +153 +5%
W
587
Wealthfront
California
$292K -$84.4K -896 -21%
HFS
588
HL Financial Services
Kentucky
$291K -$28.2K -300 -8%
PP
589
Prudential plc
United Kingdom
$286K – – –
BFEC
590
Benjamin F. Edwards & Company
Missouri
$286K +$8.66K +92 +3%
CP
591
Camelot Portfolios
Ohio
$285K – – –
ATC
592
Adirondack Trust Company
New York
$285K +$942 +10 +0.3%
FIB
593
First Interstate Bank
Montana
$282K +$302K +3,210 New
BMO
594
Beck Mack & Oliver
New York
$279K – – –
IIM
595
Ipswich Investment Management
Massachusetts
$273K +$9.41K +100 +3%
AHS
596
Aspiriant Holdings S3
California
$271K – – –
FHC
597
First Heartland Consultants
Missouri
$264K -$1.98K -21 -0.7%
HCM
598
Horrell Capital Management
Arkansas
$264K – – –
BW
599
Bison Wealth
Georgia
$264K +$4.99K +53 +2%
IB
600
Intrust Bank
Kansas
$262K +$41.8K +444 +17%
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