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AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
APP
951
Avantax Planning Partners
Iowa
$531K -$2.61K -12 -0.5%
BWP
952
Baldwin Wealth Partners
Massachusetts
$527K – – –
ACI
953
Alpha Cubed Investments
California
$526K – – –
VWA
954
V Wealth Advisors
Kansas
$525K – – –
HIIFS
955
Harel Insurance Investments & Financial Services
Israel
$524K +$255K +1,170 +106%
PSUF
956
People's United Financial
Connecticut
$522K -$139K -638 -22%
DC
957
DeDora Capital
California
$522K +$1.09K +5 +0.2%
LOAMS
958
Lombard Odier Asset Management (Switzerland)
Switzerland
$521K +$107K +491 +28%
TF
959
TimeScale Financial
Massachusetts
$520K +$19.4K +89 +4%
FQ
960
First Quadrant
California
$515K – – –
BP
961
BBR Partners
New York
$515K +$104K +476 +27%
AA
962
Alesco Advisors
New York
$515K +$488K +2,240 New
PP
963
Parplus Partners
New York
$512K +$485K +2,226 New
CC
964
Courier Capital
New York
$507K +$8.49K +39 +2%
BAM
965
Barrett Asset Management
New York
$506K – – –
WSCM
966
Wellington Shields Capital Management
New York
$506K – – –
CPIA
967
Cornell Pochily Investment Advisors
New York
$504K -$44.9K -206 -9%
CIAS
968
Capital Investment Advisory Services
North Carolina
$501K +$10.9K +50 +2%
O
969
Ossiam
France
$496K -$2.17M -9,941 -82%
YMRC
970
Yorktown Management & Research Company
Virginia
$494K – – –
UR
971
USCA RIA
Texas
$490K -$3.92K -18 -0.8%
WP
972
WealthSource Partners
California
$486K -$582K -2,674 -56%
CFGS
973
Concourse Financial Group Securities
Alabama
$485K +$169K +775 +58%
NJBEST
974
New Jersey Better Educational Savings Trust
New Jersey
$483K +$21.8K +100 +5%
SCA
975
Snowden Capital Advisors
New York
$482K +$9.58K +44 +2%
37 38
39
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