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AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
IAA
901
Independent Advisor Alliance
North Carolina
$1.09M +$103K +399 +9%
BP
902
Ballentine Partners
Massachusetts
$1.09M +$184K +715 +16%
AG
903
Algert Global
California
$1.09M +$256K +998 +25%
RWA
904
River Wealth Advisors
Pennsylvania
$1.08M -$38.8K -151 -3%
AFA
905
Abacus FCF Advisors
Florida
$1.08M -$820K -3,193 -39%
CAAS
906
Capital Asset Advisory Services
Michigan
$1.08M -$336K -1,308 -21%
CAN
907
Claraphi Advisory Network
United States
$1.08M +$1.29M +5,010 New
SACTSONJ
908
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.07M – – –
WFA
909
Wipfli Financial Advisors
Wisconsin
$1.07M +$1.28M +4,999 New
MCWS
910
McKinley Carter Wealth Services
West Virginia
$1.06M +$13.6K +53 +1%
MME
911
Meag Munich Ergo
Germany
$1.06M +$327K +1,272 +34%
LJAC
912
L.J. Altfest & Co
New York
$1.06M -$376K -1,465 -23%
QT
913
Quantamental Technologies
New York
$1.06M +$438K +1,704 +53%
DT
914
Diversified Trust
Tennessee
$1.05M +$255K +993 +25%
CFFP
915
Center for Financial Planning
Michigan
$1.04M +$16.2K +63 +1%
EWM
916
Elmwood Wealth Management
California
$1.04M -$12.8K -50 -1%
CC
917
Commons Capital
Massachusetts
$1.03M +$4.63K +18 +0.4%
EF
918
Empowered Funds
Pennsylvania
$1.03M +$83.8K +326 +7%
OWA
919
Outlook Wealth Advisors
Texas
$1.03M -$257 -1 -0%
CPR
920
CSU Producer Resources
Ohio
$1.03M – – –
WS
921
Wedbush Securities
California
$1.03M +$147K +571 +14%
CA
922
Cornerstone Advisory
Maryland
$1.02M -$89.9K -350 -7%
NIM
923
Needham Investment Management
New York
$1.02M – – –
CSI
924
Cross Staff Investments
New York
$1.02M +$2.83K +11 +0.2%
P
925
Pitcairn
Pennsylvania
$1.02M +$51.9K +202 +4%
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37
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