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AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
826
Mascoma Wealth Management
New Hampshire
$20K +$21K +193 New
EFSCE
827
Enterprise Financial Services Corp (EFSC)
Missouri
$19K – – –
MSFP
828
Mark Sheptoff Financial Planning
Connecticut
$19K – – –
TFO
829
Tarbox Family Office
California
$19K – – –
PCP
830
Proficio Capital Partners
Massachusetts
$18K -$2.61K -24 -13%
BWP
831
Baldwin Wealth Partners
Massachusetts
$18K – – –
DBT
832
Dubuque Bank & Trust
Iowa
$17K +$17.7K +163 New
BAM
833
Bruderman Asset Management
New York
$16K – – –
DAM
834
Delta Asset Management
Tennessee
$16K – – –
OFW
835
Omnia Family Wealth
Florida
$15K +$15.2K +140 New
SIM
836
Sonora Investment Management
Arizona
$14.8K – – –
RWG
837
Regal Wealth Group
California
$13K – – –
LF
838
Lee Financial
Texas
$13K +$13.6K +125 New
ST
839
Smithfield Trust
Pennsylvania
$12K -$33.4K -307 -72%
PFBT
840
Parkside Financial Bank & Trust
Missouri
$12K -$3.48K -32 -22%
BC
841
Bartlett & Co
Ohio
$11K – – –
ECM
842
Exchange Capital Management
Michigan
$11K – – –
LWM
843
LBA Wealth Management
Florida
$11K – – –
PO
844
Private Ocean
California
$11K – – –
TCM
845
Tradewinds Capital Management
Washington
$11K +$10.9K +100 New
FCB
846
First Command Bank
Texas
$10K +$10K +92 New
FCFS
847
First Command Financial Services
Texas
$10K +$10K +92 New
FHA
848
First Horizon Advisors
Tennessee
$9K – – –
ACM
849
Armbruster Capital Management
New York
$8K – – –
AA
850
Apriem Advisors
California
$8K +$3.26K +30 +60%
32 33
34
35 36