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AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
PA
976
Pinnacle Associates
New York
$888K -$58.9K -315 -6%
FWA
977
FSM Wealth Advisors
Ohio
$887K +$2.62K +14 +0.3%
RWM
978
Ritholtz Wealth Management
New York
$877K +$19.1K +102 +2%
NL
979
Navalign LLC
California
$874K +$49.2K +263 +6%
FHC
980
First Heartland Consultants
Missouri
$873K -$622K -3,327 -43%
WIA
981
World Investment Advisors
California
$869K +$246K +1,315 +42%
GCP
982
GSA Capital Partners
United Kingdom
$867K +$32.3K +173 +4%
AWP
983
Accretive Wealth Partners
New Jersey
$862K -$7.48K -40 -0.9%
DWP
984
Daymark Wealth Partners
Ohio
$856K -$134K -717 -14%
CFSG
985
Community Financial Services Group
Vermont
$850K -$556K -2,975 -40%
SCM
986
Schnieders Capital Management
California
$848K -$37.4K -200 -4%
SA
987
SpiderRock Advisors
Delaware
$847K +$40.9K +219 +5%
APA
988
Astoria Portfolio Advisors
New York
$842K -$69.3K -371 -8%
USCWA
989
U.S. Capital Wealth Advisors
Texas
$841K -$110K -591 -12%
SMC
990
Smith, Moore & Co
Missouri
$840K +$808K +4,322 New
LCM
991
LRT Capital Management
Texas
$839K +$807K +4,316 New
MMPW
992
Mitchell McLeod Pugh & Williams
Alabama
$830K +$30.1K +161 +4%
VA
993
Vident Advisory
Georgia
$829K +$54K +289 +7%
ST
994
Smithfield Trust
Pennsylvania
$828K -$195K -1,044 -20%
USB
995
Union Savings Bank
Connecticut
$827K -$53.6K -287 -6%
PFA
996
Pathway Financial Advisers
Indiana
$826K +$21.9K +117 +3%
MCC
997
Malaga Cove Capital
California
$824K +$159K +849 +25%
LT
998
Legacy Trust
Michigan
$822K +$935 +5 +0.1%
LAIC
999
Lederer & Associates Investment Counsel
California
$820K – – –
GJWM
1000
Gilliland Jeter Wealth Management
Arkansas
$817K +$748 +4 +0.1%
38 39
40
41 42