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AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
CFSG
976
Community Financial Services Group
Vermont
$881K +$85.8K +414 +9%
CPR
977
CSU Producer Resources
Ohio
$880K – – –
CPRC
978
Consolidated Portfolio Review Corp
New York
$880K +$39K +188 +4%
CI
979
Cigna Investments
Connecticut
$877K -$6.22K -30 -0.6%
TPCW
980
TD Private Client Wealth
New York
$874K -$785K -3,788 -44%
SMC
981
Smith, Moore & Co
Missouri
$873K +$49.5K +239 +5%
WA
982
WBH Advisory
Maryland
$866K -$28.6K -138 -3%
MC
983
Meketa Capital
Massachusetts
$865K +$977K +4,715 New
MIG
984
Meketa Investment Group
Massachusetts
$865K +$977K +4,715 New
BOTPPF
985
Board of the Pension Protection Fund
United Kingdom
$862K +$974K +4,700 New
NL
986
Navalign LLC
California
$860K +$27.8K +134 +3%
CPIA
987
Cornell Pochily Investment Advisors
New York
$855K +$64.4K +311 +7%
MFG
988
MidWestOne Financial Group
Iowa
$849K -$30.3K -146 -3%
VA
989
Vident Advisory
Georgia
$846K +$71.9K +347 +8%
IB
990
Intrust Bank
Kansas
$846K -$91.2K -440 -9%
NSB
991
Norway Savings Bank
Maine
$842K -$76K -367 -7%
NAS
992
Nicolet Advisory Services
Wisconsin
$841K -$49.5K -239 -5%
P
993
Pitcairn
Pennsylvania
$841K -$28.8K -139 -3%
IAA
994
Independent Advisor Alliance
North Carolina
$841K +$197K +950 +26%
1C
995
111 Capital
France
$840K +$949K +4,579 New
GI
996
GS Investments
Minnesota
$836K -$105K -507 -10%
PFGIA
997
Patriot Financial Group Insurance Agency
Massachusetts
$831K +$27.6K +133 +3%
AIC
998
Argus Investors Counsel
New York
$821K +$10.4K +50 +1%
JSC
999
Jackson Square Capital
California
$817K -$229K -1,106 -20%
IAS
1000
Insigneo Advisory Services
Florida
$817K -$218K -1,050 -19%
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40
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