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AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
RFC
976
Regions Financial Corp
Alabama
$787K +$161K +775 +23%
SFI
977
SPC Financial Inc
Maryland
$787K +$12.7K +61 +2%
FWCM
978
Ferguson Wellman Capital Management
Oregon
$787K +$833 +4 +0.1%
BFA
979
Beaumont Financial Advisors
Massachusetts
$784K -$4.38K -21 -0.5%
CB
980
Community Bank
New York
$780K – – –
MLL
981
Moody Lynn & Lieberson
Massachusetts
$776K -$2.32M -11,120 -73%
CNTOF
982
Canandaigua National Trust of Florida
New York
$776K -$149K -713 -15%
CA
983
Centerpoint Advisors
Massachusetts
$773K +$7.5K +36 +0.9%
LF
984
LifePlan Financial
Minnesota
$772K +$327K +1,571 +64%
BRWA
985
B. Riley Wealth Advisors
Florida
$771K -$216K -1,036 -21%
FRM
986
Fox Run Management
Connecticut
$756K +$819K +3,930 New
TS
987
Triglav Skladi
Slovenia
$750K +$104K +500 +15%
FCM
988
Fire Capital Management
California
$747K +$20K +96 +3%
FFA
989
Fragasso Financial Advisors
Pennsylvania
$743K -$46K -221 -5%
KCIC
990
Kuhn & Co Investment Counsel
Illinois
$740K -$3.54K -17 -0.4%
TSS
991
Two Sigma Securities
New York
$737K -$43.5K -209 -5%
OHWA
992
Oak Hill Wealth Advisors
Virginia
$736K – – –
TWM
993
Thrive Wealth Management
Pennsylvania
$735K -$5.63K -27 -0.7%
ST
994
Smithfield Trust
Pennsylvania
$734K -$39.8K -191 -5%
PPWP
995
Premier Path Wealth Partners
New Jersey
$730K -$60.2K -289 -7%
SFG
996
Shum Financial Group
California
$730K +$791K +3,796 New
SWM
997
SeaCrest Wealth Management
New York
$728K -$75K -360 -8%
WIA
998
World Investment Advisors
California
$726K -$65.8K -316 -8%
PWM
999
Palumbo Wealth Management
New York
$726K +$23.3K +112 +3%
PCM
1000
Polymer Capital Management
New York
$722K +$782K +3,755 New
38 39
40
41 42