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AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
701
Confluence Wealth Management
Oregon
$676K +$655K +4,650 New
LNC
702
Lincoln National Corp
Pennsylvania
$669K -$362K -2,573 -36%
FRM
703
Fox Run Management
Connecticut
$667K +$74.7K +530 +13%
AI
704
Atria Investments
North Carolina
$663K +$34K +241 +6%
BFA
705
Beaumont Financial Advisors
Massachusetts
$662K +$209K +1,485 +48%
PRHC
706
P.R. Herzig & Co
New York
$647K – – –
CTC
707
Central Trust Company
Missouri
$646K -$13K -92 -2%
WEC
708
Winslow Evans & Crocker
Massachusetts
$640K -$11.6K -82 -2%
FWM
709
Frontier Wealth Management
Missouri
$638K +$18.9K +134 +3%
GCM
710
Gator Capital Management
Florida
$636K – – –
LOAME
711
Lombard Odier Asset Management (Europe)
United Kingdom
$635K -$69.6K -494 -10%
NAM
712
NTV Asset Management
West Virginia
$633K +$614K +4,355 New
FLPIM
713
F.L. Putnam Investment Management
Massachusetts
$627K +$373K +2,645 +158%
GWM
714
Geneos Wealth Management
Colorado
$626K -$43.2K -307 -7%
SC
715
Slow Capital
California
$626K +$49.3K +350 +9%
SCM
716
Shelton Capital Management
Colorado
$619K – – –
DWT
717
Dorsey & Whitney Trust
South Dakota
$607K +$205K +1,455 +54%
BHWM
718
Bar Harbor Wealth Management
New Hampshire
$602K -$5.63K -40 -1%
WA
719
Waverly Advisors
Alabama
$600K -$222K -1,575 -28%
CT
720
Clearstead Trust
Maine
$599K -$1.17M -8,333 -67%
EC
721
EMS Capital
New York
$589K -$571K -4,050 -50%
MA
722
Mutual Advisors
Nebraska
$584K +$12.8K +91 +2%
CA
723
Cynosure Advisors
Utah
$578K +$5.35K +38 +1%
1WA
724
180 Wealth Advisors
Washington
$574K -$54.2K -385 -9%
ATC
725
Argent Trust Co
Tennessee
$570K -$136K -967 -20%
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