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AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
CEP
801
Chicago Equity Partners
Illinois
$896K +$635K +2,910 +255%
HFM
802
Harvest Fund Management
China
$892K +$40.6K +186 +5%
CCM
803
Cox Capital Management
Massachusetts
$886K -$542K -2,482 -38%
NB
804
Nicolet Bankshares
Wisconsin
$885K -$12.2K -56 -1%
CT
805
Coastline Trust
Rhode Island
$885K +$40.2K +184 +5%
BC
806
Burney Company
Virginia
$883K +$94.5K +433 +12%
MGIA
807
Moneta Group Investment Advisors
Missouri
$880K +$268K +1,226 +45%
GWM
808
Greenwich Wealth Management
Connecticut
$879K -$24.3M -111,137 -97%
KLI
809
Kelman-Lazarov Inc
Tennessee
$879K – – –
GWM
810
Geneos Wealth Management
Colorado
$878K +$12.9K +59 +1%
CCA
811
Checchi Capital Advisers
California
$876K -$218 -1 -0%
NP
812
Ninepoint Partners
Ontario, Canada
$862K -$325K -1,490 -28%
TCM
813
Tributary Capital Management
Nebraska
$862K -$27.3K -125 -3%
HW
814
Hancock Whitney
Mississippi
$859K -$56.3K -258 -6%
RCM
815
RB Capital Management
Nevada
$859K +$38.4K +176 +5%
FNT
816
First National Trust
Pennsylvania
$857K -$182K -835 -18%
QCG
817
Quadrant Capital Group
Ohio
$853K +$67.4K +309 +9%
VCM
818
Virtue Capital Management
Tennessee
$850K +$282K +1,291 +51%
SSA
819
Schonfeld Strategic Advisors
New York
$840K -$3.27M -14,999 -80%
ST
820
Spinnaker Trust
Maine
$838K +$175K +803 +27%
PFA
821
Paradigm Financial Advisors
Missouri
$837K -$159K -730 -16%
FWM
822
Frontier Wealth Management
Missouri
$815K – – –
SS
823
Simplicity Solutions
Minnesota
$811K -$26.6K -122 -3%
CB
824
CNB Bank
Pennsylvania
$805K -$108K -496 -12%
PP
825
Pegasus Partners
Wisconsin
$802K -$1.32M -6,063 -63%
31 32
33
34 35