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AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
TSW
801
Thompson Siegel & Walmsley
Virginia
$158K -$15.8K -144 -10%
CAW
802
Cornerstone Advisors (Washington)
Washington
$148K – – –
RIM
803
Rampart Investment Management
Connecticut
$142K +$129K +1,169 New
WC
804
Whitnell & Co
Illinois
$140K – – –
FANJ
805
Financial Architects (New Jersey)
New Jersey
$134K -$12.8K -116 -10%
HCA
806
Heck Capital Advisors
Wisconsin
$132K -$5.72K -52 -5%
WB
807
Webster Bank
Connecticut
$122K +$51.2K +465 +86%
HT
808
Heritage Trust
Oklahoma
$122K +$110K +1,000 New
LA
809
Legacy Advisors
Pennsylvania
$121K – – –
TDC
810
Thompson Davis & Co
Virginia
$119K +$13.8K +125 +15%
SFG
811
SevenBridge Financial Group
Pennsylvania
$117K -$79.1K -719 -43%
AC
812
Alexandria Capital
Virginia
$98K +$440 +4 +0.5%
DSN
813
D. Scott Neal
Kentucky
$97K – – –
GWS
814
Glassman Wealth Services
Virginia
$97K +$440 +4 +0.5%
MMG
815
Monetary Management Group
Missouri
$94K -$11K -100 -11%
TWA
816
TCI Wealth Advisors
Arizona
$89K – – –
FMII
817
Farmers & Merchants Investments Inc
Nebraska
$84K – – –
PB
818
Pinnacle Bancorp
Nebraska
$80K +$72.3K +657 New
NSIM
819
North Star Investment Management
Illinois
$79K – – –
PMFA
820
Plante Moran Financial Advisors
Michigan
$78K +$22.8K +207 +48%
FPS
821
Fieldpoint Private Securities
Connecticut
$76K +$68.8K +625 New
IUHSA
822
Itau Unibanco Holding S.A.
Brazil
$74K +$66.7K +606 New
PCP
823
Proficio Capital Partners
Massachusetts
$72K +$42.5K +386 +230%
KKAMG
824
Kernodle & Katon Asset Management Group
Arkansas
$70K – – –
FWM
825
Focused Wealth Management
New York
$69K +$220 +2 +0.4%
31 32
33
34 35