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AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
OSNBOA
701
Old Second National Bank of Aurora
Illinois
$37K – – –
NES
702
New England Securities
New York
$35K -$2.16K -22 -6%
MPWT
703
MassMutual Private Wealth & Trust
Connecticut
$33.1K +$32.9K +335 New
HCC
704
Hirtle Callaghan & Co
Pennsylvania
$30K – – –
ED
705
Exane Derivatives
France
$27.3K +$27.1K +276 New
JFA
706
JNBA Financial Advisors
Minnesota
$27K – – –
WA
707
Waverly Advisors
Alabama
$27K – – –
IC
708
Intersect Capital
California
$27K +$27.2K +277 New
VIA
709
Vantage Investment Advisors
Pennsylvania
$26K – – –
ASN
710
Advisory Services Network
Georgia
$24K +$24K +244 New
RFS
711
Rockefeller Financial Services
New York
$20K – – –
TFO
712
Tarbox Family Office
California
$18K – – –
KT
713
Kanaly Trust
Texas
$18K +$9.92K +101 +117%
EFSCE
714
Enterprise Financial Services Corp (EFSC)
Missouri
$17K – – –
HCM
715
Highlander Capital Management
New Jersey
$17K – – –
PSUF
716
People's United Financial
Connecticut
$17K +$4.91K +50 +40%
MSFP
717
Mark Sheptoff Financial Planning
Connecticut
$16K – – –
JWA
718
JFS Wealth Advisors
Pennsylvania
$16K +$98 +1 +0.6%
DAM
719
Delta Asset Management
Tennessee
$15K -$12.7K -129 -45%
GGPS
720
Gary Goldberg Planning Services
New York
$15K – – –
PFG
721
Pacific Financial Group
Washington
$15K +$14.7K +150 New
RA
722
Rational Advisors
New York
$15K +$14.7K +150 New
RWM
723
Raffa Wealth Management
District of Columbia
$14.3K – – –
BRWM
724
B. Riley Wealth Management
Tennessee
$14K – – –
CG
725
Colony Group
Massachusetts
$14K +$1.97K +20 +17%
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