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AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
SNT
676
Security National Trust
West Virginia
$783K +$50K +355 +7%
LCS
677
Levin Capital Strategies
New York
$778K – – –
AFNAS
678
American Financial Network Advisory Services
California
$766K -$168K -1,193 -93%
ARMT
679
Amica Retiree Medical Trust
Rhode Island
$750K -$38.2K -271 -5%
OCM
680
Orleans Capital Management
Louisiana
$750K +$727K +5,160 New
SWM
681
SeaCrest Wealth Management
New York
$741K +$141K +999 +24%
PSUF
682
People's United Financial
Connecticut
$727K -$65.1K -462 -8%
MLL
683
Moody Lynn & Lieberson
Massachusetts
$727K – – –
PFA
684
Paradigm Financial Advisors
Missouri
$721K -$35.1K -249 -5%
CCP
685
Cardan Capital Partners
Colorado
$721K +$699K +4,961 New
TW
686
Transform Wealth
Colorado
$717K +$68.3K +485 +11%
EWM
687
Elmwood Wealth Management
California
$716K +$694K +4,923 New
TCM
688
Tributary Capital Management
Nebraska
$712K -$56.4K -400 -8%
PIM
689
Penobscot Investment Management
Massachusetts
$709K – – –
JMPWA
690
JP Morgan Private Wealth Advisors
California
$708K +$686K +4,869 New
OLA
691
Oliver Luxxe Assets
New Jersey
$703K -$556K -3,946 -45%
CPR
692
CSU Producer Resources
Ohio
$698K +$676K +4,800 New
FCBT
693
First Citizens Bank & Trust
North Carolina
$697K +$11.7K +83 +2%
IDBONY
694
Israel Discount Bank of New York
New York
$697K +$16.6K +118 +3%
GCP
695
GSA Capital Partners
United Kingdom
$696K -$17.5K -124 -3%
BRWA
696
B. Riley Wealth Advisors
Florida
$695K +$71.3K +506 +12%
PP
697
Prudential plc
United Kingdom
$694K +$123K +872 +22%
LSAG
698
Lake Street Advisors Group
New Hampshire
$689K -$69.5K -493 -9%
EFS
699
Essex Financial Services
Connecticut
$685K +$35.5K +252 +6%
CCM
700
Carderock Capital Management
Maryland
$683K -$16.5K -117 -2%
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