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AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
PCP
951
Proficio Capital Partners
Massachusetts
$87K +$8.59K +61 +11%
SFG
952
SevenBridge Financial Group
Pennsylvania
$85K – – –
EFSCE
953
Enterprise Financial Services Corp (EFSC)
Missouri
$85K +$7.75K +55 +10%
VFA
954
Valeo Financial Advisors
Indiana
$85K +$24.1K +171 +41%
FWM
955
Focused Wealth Management
New York
$84K +$423 +3 +0.5%
NCM
956
New Capital Management
Texas
$80K – – –
CIP
957
Convergence Investment Partners
Florida
$78K -$1.33M -9,441 -95%
KC
958
KHP Capital
Oklahoma
$75K +$73K +518 New
PMFA
959
Plante Moran Financial Advisors
Michigan
$74K -$4.08K -29 -5%
AIS
960
AlphaOne Investment Services
Pennsylvania
$74K +$5.63K +40 +9%
RWA
961
Ropes Wealth Advisors
Massachusetts
$73K +$14.1K +100 +25%
AIM
962
Advantage Investment Management
Iowa
$69K +$3.1K +22 +5%
EA
963
Edge Advisors
Georgia
$65K -$8.73K -62 -12%
TWA
964
TCI Wealth Advisors
Arizona
$64K -$39.4K -280 -39%
PFBT
965
Parkside Financial Bank & Trust
Missouri
$64K +$986 +7 +2%
GAM
966
Gemmer Asset Management
California
$62K +$60K +426 New
WA
967
WealthTrust-Arizona
Arizona
$61K -$1.83K -13 -3%
KA
968
Kaizen Advisory
Illinois
$61K – – –
WCM
969
Whitener Capital Management
North Carolina
$59K – – –
AIL
970
AGF Investments LLC
Ontario, Canada
$59K +$3.38K +24 +6%
AP
971
Atwood & Palmer
Missouri
$58K – – –
DSN
972
D. Scott Neal
Kentucky
$58K – – –
CCA
973
Clearwater Capital Advisors
Illinois
$58K +$56.4K +400 New
FC
974
Ferris Capital
Massachusetts
$54K +$52.3K +371 New
HFP
975
Holistic Financial Partners
Indiana
$53K – – –
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