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AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
EC
876
EMS Capital
New York
$644K – – –
PSUF
877
People's United Financial
Connecticut
$643K +$2.4K +11 +0.4%
KWM
878
Kingsview Wealth Management
Oregon
$638K +$4.58K +21 +0.7%
ATC
879
Adirondack Trust Company
New York
$636K -$25.1K -115 -4%
BCP
880
Berkeley Capital Partners
Georgia
$634K +$74K +339 +13%
CIM
881
CIM Investment Management
Pennsylvania
$634K +$625K +2,865 New
IIM
882
Ipswich Investment Management
Massachusetts
$624K – – –
ACH
883
ArrowMark Colorado Holdings
Colorado
$624K +$616K +2,822 New
PP
884
Paloma Partners
Connecticut
$623K +$64.4K +295 +12%
LCM
885
Laurion Capital Management
New York
$619K -$1.75M -8,000 -74%
IG
886
Ithaka Group
Virginia
$619K – – –
IEFM
887
IQ EQ Fund Management
Ireland
$617K – – –
MCM
888
Manchester Capital Management
Vermont
$616K -$22.9K -105 -4%
BPWA
889
Beacon Pointe Wealth Advisors
California
$614K -$7.64K -35 -1%
DBRC
890
D.B. Root & Company
Pennsylvania
$608K -$21.4K -98 -3%
FMWA
891
Forvis Mazars Wealth Advisors
Missouri
$607K +$10.7K +49 +2%
NFG
892
Next Financial Group
Texas
$601K -$437 -2 -0.1%
PWP
893
Principle Wealth Partners
Connecticut
$601K – – –
IAA
894
Independent Advisor Alliance
North Carolina
$600K +$40.6K +186 +7%
SCM
895
Schnieders Capital Management
California
$598K – – –
BCMO
896
Buckingham Capital Management (Ohio)
Ohio
$597K – – –
LC
897
Lincoln Capital
Nebraska
$597K – – –
ECM
898
Evergreen Capital Management
Washington
$591K -$13.1K -60 -2%
BW
899
Bison Wealth
Georgia
$590K +$139K +638 +31%
PWLP
900
Prio Wealth Limited Partnership
Massachusetts
$586K +$57.6K +264 +11%
34 35
36
37 38