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AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
701
Geneos Wealth Management
Colorado
$659K -$999 -7 -0.2%
CTC
702
Central Trust Company
Missouri
$648K +$117K +820 +22%
PWW
703
Pettyjohn Wood & White
Virginia
$646K -$52.7K -369 -8%
WEC
704
Winslow Evans & Crocker
Massachusetts
$640K -$286 -2 -0%
EFS
705
Essex Financial Services
Connecticut
$637K -$14.1K -99 -2%
PRHC
706
P.R. Herzig & Co
New York
$635K – – –
TW
707
Transform Wealth
Colorado
$634K +$36.8K +258 +6%
EP
708
Edgestream Partners
New Jersey
$625K -$2.04M -14,299 -77%
GCM
709
Gator Capital Management
Florida
$624K +$625K +4,375 New
1WA
710
180 Wealth Advisors
Washington
$623K +$623K +4,367 New
AI
711
Atria Investments
North Carolina
$617K -$3.14K -22 -0.5%
ZB
712
Zions Bancorporation
Utah
$617K +$47.1K +330 +8%
EMG
713
Ellington Management Group
Connecticut
$613K +$200K +1,400 +48%
BRWA
714
B. Riley Wealth Advisors
Florida
$610K +$193K +1,350 +46%
IWM
715
IHT Wealth Management
Illinois
$609K +$262K +1,834 +75%
SCM
716
Shelton Capital Management
Colorado
$608K – – –
FWM
717
Frontier Wealth Management
Missouri
$607K -$8.85K -62 -1%
ECM
718
ETrade Capital Management
Virginia
$607K +$52.5K +368 +9%
SGAM
719
Steinberg Global Asset Management
Florida
$602K +$602K +4,219 New
BHWM
720
Bar Harbor Wealth Management
New Hampshire
$597K +$139K +973 +30%
SWM
721
SeaCrest Wealth Management
New York
$584K +$585K +4,096 New
BA
722
Bristlecone Advisors
Washington
$581K – – –
FRM
723
Fox Run Management
Connecticut
$579K +$580K +4,060 New
APA
724
American Portfolios Advisors
New York
$577K +$578K +4,046 New
RCA
725
Rowland Carmichael Advisors
Arizona
$567K -$143K -1,000 -20%
27 28
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30 31