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AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
RWA
901
River Wealth Advisors
Pennsylvania
$1M +$155K +695 +20%
LFG
902
Lazard Frères Gestion
France
$1M -$44.5K -200 -4%
LFAS
903
Level Four Advisory Services
Texas
$1M +$15.8K +71 +2%
MYIA
904
Mount Yale Investment Advisors
Colorado
$994K +$926K +4,159 New
TC
905
Trust Company
Kansas
$989K -$127K -570 -12%
STC
906
Sarah T. Connolly
$988K +$891 +4 +0.1%
BEI
907
Benjamin Edwards Inc
Missouri
$987K +$41K +184 +5%
FNT
908
First National Trust
Pennsylvania
$986K -$277K -1,244 -23%
TP
909
Tranquility Partners
Tennessee
$985K -$47.2K -212 -5%
MA
910
Mutual Advisors
Nebraska
$982K -$104K -469 -10%
SCM
911
Schnieders Capital Management
California
$981K +$95.8K +430 +12%
FAIM
912
Financial Advocates Investment Management
Washington
$978K -$75K -337 -8%
ACM
913
Ayrshire Capital Management
Connecticut
$974K +$19.6K +88 +2%
EWM
914
Elmwood Wealth Management
California
$974K +$907K +4,075 New
BAM
915
Barrett Asset Management
New York
$970K – – –
ACWM
916
Adams Chetwood Wealth Management
North Carolina
$970K +$21.4K +96 +2%
AIL
917
AGF Investments LLC
Ontario, Canada
$965K -$123K -551 -12%
IAA
918
Ironsides Asset Advisors
North Carolina
$965K – – –
S
919
SignatureFD
Georgia
$963K +$108K +485 +14%
BCM
920
Boltwood Capital Management
California
$961K -$5.57K -25 -0.6%
VIA
921
Vident Investment Advisory
Georgia
$957K +$401K +1,803 +82%
LWPC
922
Legacy Wealth Partners (California)
California
$956K +$890K +3,998 New
AWM
923
Apollon Wealth Management
South Carolina
$956K +$891K +3,999 New
BS
924
Boenning & Scattergood
Pennsylvania
$945K +$131K +587 +17%
NP
925
Ninepoint Partners
Ontario, Canada
$941K +$355K +1,593 +68%
35 36
37
38 39