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AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
CG
651
Caprock Group
Idaho
$228K +$208K +2,229 New
GWM
652
Gupta Wealth Management
California
$224K -$17.1K -183 -8%
SSWM
653
Sheets Smith Wealth Management
North Carolina
$219K – – –
PIM
654
Partner Investment Management
California
$219K +$200K +2,136 New
TPWA
655
TRUE Private Wealth Advisors
Oregon
$218K +$199K +2,128 New
BP
656
Ballentine Partners
Massachusetts
$215K +$197K +2,105 New
CT
657
Chicago Trust
Illinois
$210K -$64.4K -689 -25%
PAM
658
Private Asset Management
California
$208K +$190K +2,030 New
SSA
659
Schonfeld Strategic Advisors
New York
$205K +$187K +1,999 New
TA
660
Tiedemann Advisors
New York
$205K +$187K +2,000 New
BOS
661
Bank of Stockton
California
$203K +$185K +1,979 New
LOAMS
662
Lombard Odier Asset Management (Switzerland)
Switzerland
$201K – – –
IWMPD
663
Integrated Wealth Management (Palm Desert)
California
$199K – – –
ED
664
Exane Derivatives
France
$192K -$36.3K -388 -17%
DBT
665
Dubuque Bank & Trust
Iowa
$190K – – –
CTC
666
Central Trust Company
Missouri
$182K +$77.3K +827 +87%
SRP
667
Saddle Road Partners
Nebraska
$175K – – –
IA
668
IFP Advisors
Florida
$174K -$1.37M -14,638 -94%
FQ
669
First Quadrant
California
$174K -$46.7K -500 -23%
CIS
670
Connors Investor Services
Pennsylvania
$174K +$158K +1,695 New
MFW
671
Mosaic Family Wealth
Missouri
$171K – – –
GLI
672
Guardian Life Insurance
New York
$160K -$41.4K -443 -22%
IIC
673
Integrated Investment Consultants
Michigan
$160K +$141K +1,513 New
WA
674
WFG Advisors
Texas
$149K -$3.08K -33 -2%
KKAMG
675
Kernodle & Katon Asset Management Group
Arkansas
$146K +$11.3K +121 +9%
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