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AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
IIM
901
Ipswich Investment Management
Massachusetts
$648K – – –
IG
902
Ithaka Group
Virginia
$643K – – –
MCM
903
Manchester Capital Management
Vermont
$640K – – –
CFA
904
Carroll Financial Associates
North Carolina
$640K +$44.7K +205 +8%
MPPLM
905
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$637K +$154K +709 +34%
SCM
906
Schnieders Capital Management
California
$633K +$10.7K +49 +2%
DBRC
907
D.B. Root & Company
Pennsylvania
$625K -$6.75K -31 -1%
PWP
908
Principle Wealth Partners
Connecticut
$624K – – –
BONST
909
Bank of Nova Scotia Trust
Ontario, Canada
$622K +$334K +1,532 +131%
BCMO
910
Buckingham Capital Management (Ohio)
Ohio
$621K – – –
LC
911
Lincoln Capital
Nebraska
$621K – – –
ECM
912
Evergreen Capital Management
Washington
$620K +$5.01K +23 +0.9%
MAM
913
Morse Asset Management
Connecticut
$615K +$359K +1,650 +161%
SCM
914
Southport Capital Management
Tennessee
$614K -$78.4K -360 -12%
LWM
915
Laidlaw Wealth Management
New York
$610K +$578K +2,655 New
PWLP
916
Prio Wealth Limited Partnership
Massachusetts
$609K – – –
WC
917
Woodstock Corp
Massachusetts
$606K – – –
ATC
918
Adirondack Trust Company
New York
$605K -$57.7K -265 -9%
SA
919
Sicart Associates
New York
$604K +$570K +2,615 New
PRWA
920
Platte River Wealth Advisors
Colorado
$602K +$566K +2,597 New
GLR
921
Great Lakes Retirement
Ohio
$600K +$565K +2,593 New
HL
922
HeadInvest LLC
Maine
$599K +$10.9K +50 +2%
6M
923
6 Meridian
Kansas
$595K +$23.1K +106 +4%
SS
924
Sunbelt Securities
Texas
$593K +$4.79K +22 +0.9%
VVP
925
Venture Visionary Partners
Ohio
$593K +$563K +2,583 New
35 36
37
38 39