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AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
WS
926
Wedbush Securities
California
$984K +$22.7K +108 +2%
CCA
927
Checchi Capital Advisers
California
$981K -$83.5K -398 -8%
CPR
928
CSU Producer Resources
Ohio
$981K – – –
CFFP
929
Center for Financial Planning
Michigan
$977K – – –
JDR
930
Jay D. Rosenbaum
$974K +$120K +570 +14%
FNT
931
First National Trust
Pennsylvania
$974K -$420 -2 -0%
SIG
932
Stonegate Investment Group
Alabama
$974K +$127K +606 +15%
NIM
933
Needham Investment Management
New York
$971K – – –
P
934
Pitcairn
Pennsylvania
$969K +$2.52K +12 +0.3%
CF
935
Centaurus Financial
California
$968K -$56K -267 -5%
CL
936
Choreo LLC
Illinois
$965K +$990K +4,721 New
MNBTD
937
Moody National Bank Trust Division
Texas
$961K – – –
ARMT
938
Amica Retiree Medical Trust
Rhode Island
$957K +$389K +1,853 +65%
APP
939
Avantax Planning Partners
Iowa
$955K -$51K -243 -5%
IAA
940
Independent Advisor Alliance
North Carolina
$954K +$979K +4,667 New
DCM
941
Davidson Capital Management
Texas
$947K +$259K +1,233 +36%
MAS
942
Meeder Advisory Services
Ohio
$943K -$89.6K -427 -8%
LWM
943
Laidlaw Wealth Management
New York
$936K +$8.18K +39 +0.9%
BP
944
Ballentine Partners
Massachusetts
$930K -$11.5K -55 -1%
PMA
945
Prudent Man Advisors
Illinois
$915K – – –
MOS
946
MGO One Seven
Ohio
$912K +$62.5K +298 +7%
USCWA
947
U.S. Capital Wealth Advisors
Texas
$909K +$170K +810 +22%
FB
948
Fulton Bank
Pennsylvania
$909K -$50.1K -239 -5%
CA
949
Centerpoint Advisors
Massachusetts
$909K +$1.05K +5 +0.1%
FPF
950
First Pacific Financial
Washington
$908K +$13.2K +63 +1%
36 37
38
39 40