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AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
SFP
851
Shepherd Financial Partners
Massachusetts
$1.28M -$215K -1,035 -15%
BTWM
852
Baker Tilly Wealth Management
Wisconsin
$1.28M +$142K +682 +13%
MLL
853
Moody Lynn & Lieberson
Massachusetts
$1.28M -$2.9M -13,935 -70%
KIA
854
Knollwood Investment Advisory
Maryland
$1.28M +$1.26M +6,049 New
MTIC
855
Missouri Trust & Investment Company
Missouri
$1.28M -$15.6K -75 -1%
BOC
856
Barbara Oil Co
Illinois
$1.27M – – –
FM
857
Freemont Management
Switzerland
$1.27M – – –
AWM
858
Aevitas Wealth Management
Massachusetts
$1.27M +$26K +125 +2%
TP
859
Tranquility Partners
Tennessee
$1.26M -$35.8K -172 -3%
FCBT
860
First Citizens Bank & Trust
North Carolina
$1.26M -$52.7K -253 -4%
VU
861
Vanderbilt University
Tennessee
$1.26M +$107K +515 +10%
TRIA
862
Trail Ridge Investment Advisors
Colorado
$1.25M -$6.24K -30 -0.5%
FCM
863
Fairbanks Capital Management
California
$1.24M -$3.96K -19 -0.3%
PI
864
PEAK6 Investments
Illinois
$1.24M +$1.22M +5,845 +194,833%
SW
865
StrongBox Wealth
Missouri
$1.23M +$30.4K +146 +3%
GDP
866
Great Diamond Partners
Maine
$1.23M -$51.4K -247 -4%
SCM
867
Shelton Capital Management
Colorado
$1.23M -$1.08M -5,201 -47%
CI
868
Cigna Investments
Connecticut
$1.22M +$9.99K +48 +0.8%
GVAG
869
Great Valley Advisor Group
Delaware
$1.22M -$53.5K -257 -4%
MG
870
Mather Group
Illinois
$1.22M -$80.1K -385 -6%
JIC
871
Joel Isaacson & Co
New York
$1.21M +$1.25K +6 +0.1%
VIA
872
Vident Investment Advisory
Georgia
$1.21M +$389K +1,870 +49%
NSB
873
Norway Savings Bank
Maine
$1.2M +$40.4K +194 +4%
UBG
874
United Bank (Georgia)
Georgia
$1.19M -$71.6K -344 -6%
CWM
875
Concentric Wealth Management
California
$1.19M -$7.29K -35 -0.6%
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