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AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
HCC
651
Hirtle Callaghan & Co
Pennsylvania
$28K – – –
TDC
652
Thompson Davis & Co
Virginia
$28K +$28.3K +297 New
DAM
653
Delta Asset Management
Tennessee
$27K – – –
WA
654
Waverly Advisors
Alabama
$26K +$9.71K +102 +58%
JFA
655
JNBA Financial Advisors
Minnesota
$25K – – –
VCM
656
Vigilant Capital Management
Maine
$25K – – –
VIA
657
Vantage Investment Advisors
Pennsylvania
$24K – – –
FMII
658
Farmers & Merchants Investments Inc
Nebraska
$23K – – –
SCA
659
Strategic Capital Alternatives
United States
$22K +$22.5K +236 New
RFS
660
Rockefeller Financial Services
New York
$19K -$8.76K -92 -32%
JIC
661
Joel Isaacson & Co
New York
$19K – – –
AF
662
Arrow Financial
New York
$18K -$45.2K -475 -71%
LWM
663
LBA Wealth Management
Florida
$18K +$18.5K +194 New
EFSCE
664
Enterprise Financial Services Corp (EFSC)
Missouri
$17K – – –
TFO
665
Tarbox Family Office
California
$17K +$1.52K +16 +10%
MSFP
666
Mark Sheptoff Financial Planning
Connecticut
$16K – – –
HCM
667
Highlander Capital Management
New Jersey
$15.9K – – –
JWA
668
JFS Wealth Advisors
Pennsylvania
$15K -$1.14K -12 -7%
IMS
669
Index Management Solutions
Pennsylvania
$15K -$952 -10 -6%
MFBTD
670
MB Financial Bank - Trust Department
Illinois
$14K -$103K -1,080 -88%
GGPS
671
Gary Goldberg Planning Services
New York
$14K – – –
RWM
672
Raffa Wealth Management
District of Columbia
$13.6K -$856 -9 -6%
BRWM
673
B. Riley Wealth Management
Tennessee
$13K – – –
TWA
674
TCI Wealth Advisors
Arizona
$13K – – –
PSUF
675
People's United Financial
Connecticut
$12K – – –
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