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AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
BJL
876
Brighton Jones LLC
Washington
$250K -$5.7K -41 -2%
PAS
877
Partnervest Advisory Services
California
$250K – – –
HCA
878
Heck Capital Advisors
Wisconsin
$249K +$556 +4 +0.2%
AAM
879
Autus Asset Management
Arizona
$248K +$239K +1,723 New
NSB
880
Norway Savings Bank
Maine
$246K +$38.2K +275 +19%
AWM
881
Altium Wealth Management
New York
$246K +$237K +1,708 New
ST
882
Spinnaker Trust
Maine
$245K +$6.95K +50 +3%
PCM
883
Palisade Capital Management
New Jersey
$243K – – –
CG
884
Cutler Group
California
$241K -$962K -6,922 -80%
BFO
885
Biltmore Family Office
North Carolina
$238K -$25.7K -185 -10%
FIB
886
First Interstate Bank
Montana
$238K – – –
HFS
887
HL Financial Services
Kentucky
$238K +$31.3K +225 +16%
NEPWA
888
New England Private Wealth Advisors
Massachusetts
$236K – – –
NDSI
889
Newman Dignan & Sheerar Inc
Rhode Island
$235K +$226K +1,630 New
FHA
890
First Horizon Advisors
Tennessee
$234K +$214K +1,542 +1,858%
JSL
891
JT Stratford LLC
Georgia
$227K +$139 +1 +0.1%
CS
892
Credential Securities
$225K +$16.5K +119 +8%
CAG
893
Csenge Advisory Group
Florida
$225K -$4.31K -31 -2%
GD
894
Grandfield & Dodd
New York
$224K -$16.8K -121 -7%
BOS
895
Bank of Stockton
California
$222K – – –
ECM
896
Evergreen Capital Management
Washington
$220K -$3.06K -22 -1%
LOAMS
897
Lombard Odier Asset Management (Switzerland)
Switzerland
$219K – – –
TFCP
898
Twin Focus Capital Partners
Massachusetts
$218K -$920K -6,623 -81%
DAC
899
Dividend Assets Capital
South Carolina
$216K – – –
EGA
900
E&G Advisors
Texas
$216K – – –
34 35
36
37 38