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AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
LFAS
576
Level Four Advisory Services
Texas
$980K +$9.24K +84 +1%
SACTSONJ
577
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$976K – – –
CA
578
Cornerstone Advisors
North Carolina
$972K – – –
TCM
579
Tributary Capital Management
Nebraska
$936K -$99K -900 -10%
LF
580
Lee Financial
Texas
$916K +$815K +7,409 +5,927%
AGM
581
Alpine Global Management
New York
$912K +$826K +7,506 New
PA
582
Parallel Advisors
California
$905K +$131K +1,187 +20%
FWCM
583
Ferguson Wellman Capital Management
Oregon
$903K +$55.2K +502 +7%
FAAS
584
First Allied Advisory Services
California
$900K +$7.48K +68 +0.9%
WAM
585
Wealthspire Advisors (Maryland)
Maryland
$897K +$477K +4,339 +143%
TWI
586
Thomas White International
Illinois
$888K -$25.1K -228 -3%
BWM
587
Baystate Wealth Management
Massachusetts
$887K +$1.1K +10 +0.1%
HAG
588
HighPoint Advisor Group
Illinois
$881K +$705K +6,406 New
CG
589
Cutler Group
California
$874K +$791K +7,194 New
BFS
590
Bradley Foster & Sargent
Connecticut
$866K -$291K -2,647 -27%
LNWWM
591
Laird Norton Wetherby Wealth Management
California
$865K +$20.8K +189 +3%
ICOA
592
Investment Centers of America
North Dakota
$862K -$770 -7 -0.1%
SGCA
593
Steel Grove Capital Advisors
Tennessee
$860K -$45.8K -416 -6%
HB
594
Homrich & Berg
Georgia
$856K +$2.64K +24 +0.3%
WEC
595
Winslow Evans & Crocker
Massachusetts
$856K -$196K -1,786 -20%
AAM
596
Augustine Asset Management
Florida
$850K – – –
BCM
597
BlueCrest Capital Management
Jersey
$846K -$2.1M -19,133 -73%
VKH
598
Virtu KCG Holdings
New York
$846K +$108K +985 +16%
CBU
599
CIBC Bank USA
Illinois
$825K +$747K +6,787 New
GWCM
600
Godshalk Welsh Capital Management
Pennsylvania
$813K -$11K -100 -1%
22 23
24
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