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AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
LOAME
726
Lombard Odier Asset Management (Europe)
United Kingdom
$733K – – –
RIM
727
Rampart Investment Management
Connecticut
$730K -$2.41M -15,439 -77%
CWM
728
Confluence Wealth Management
Oregon
$730K -$18.1K -116 -2%
SC
729
Slow Capital
California
$725K +$59.3K +379 +9%
FANJ
730
Financial Architects (New Jersey)
New Jersey
$724K +$89.7K +574 +14%
WCM
731
Weld Capital Management
New York
$718K +$709K +4,538 New
PFA
732
Paradigm Financial Advisors
Missouri
$715K -$62.5K -400 -8%
WEC
733
Winslow Evans & Crocker
Massachusetts
$710K -$8.44K -54 -1%
GVAG
734
Great Valley Advisor Group
Delaware
$697K +$689K +4,408 New
NB
735
Nicolet Bankshares
Wisconsin
$692K -$9.07K -58 -1%
HW
736
Hancock Whitney
Mississippi
$691K -$19.5K -125 -3%
PSUF
737
People's United Financial
Connecticut
$689K +$93.3K +597 +16%
SFS
738
Sowell Financial Services
Arkansas
$674K +$30.8K +197 +5%
SS
739
Simplicity Solutions
Minnesota
$672K +$217K +1,388 +48%
TWI
740
Thomas White International
Illinois
$670K – – –
AIP
741
Ahrens Investment Partners
Louisiana
$657K -$31.3K -200 -5%
ATC
742
Argent Trust Co
Tennessee
$655K -$21.1K -135 -3%
CB
743
CNB Bank
Pennsylvania
$654K +$174K +1,112 +37%
UB
744
UMB Bank
Missouri
$645K +$237K +1,518 +59%
WWM
745
Western Wealth Management
Colorado
$640K +$630K +4,030 New
EFS
746
Essex Financial Services
Connecticut
$637K -$146K -937 -19%
FWM
747
Frontier Wealth Management
Missouri
$636K – – –
GWM
748
Geneos Wealth Management
Colorado
$628K -$52.4K -335 -8%
FCBT
749
First Citizens Bank & Trust
North Carolina
$626K -$1.56K -10 -0.3%
GWM
750
Greenwich Wealth Management
Connecticut
$621K -$832K -5,322 -58%
28 29
30
31 32