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AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
CC
1001
Caxton Corporation
New Jersey
$782K +$318K +1,248 +76%
WP
1002
WealthSource Partners
California
$780K +$30.1K +118 +4%
CB
1003
Cadence Bank
Mississippi
$779K +$25.5K +100 +4%
HCA
1004
Heck Capital Advisors
Wisconsin
$776K +$9.94K +39 +1%
CFA
1005
Carroll Financial Associates
North Carolina
$775K +$18.9K +74 +3%
JWCA
1006
J.W. Cole Advisors
Florida
$775K +$245K +961 +50%
LOAMS
1007
Lombard Odier Asset Management (Switzerland)
Switzerland
$763K +$340K +1,335 +90%
NFG
1008
Next Financial Group
Texas
$762K +$9.68K +38 +1%
JDR
1009
Jay D. Rosenbaum
$761K – – –
AIP
1010
Almanack Investment Partners
Pennsylvania
$757K -$6.63K -26 -0.9%
HL
1011
HeadInvest LLC
Maine
$755K -$49.7K -195 -7%
MPI
1012
Mairs & Power Inc
Minnesota
$750K – – –
BTWM
1013
Baker Tilly Wealth Management
Wisconsin
$750K +$124K +486 +21%
B
1014
Bellecapital
Switzerland
$748K +$20.4K +80 +3%
LC
1015
Lincoln Capital
Nebraska
$743K – – –
MMA
1016
Miracle Mile Advisors
California
$743K +$47.9K +188 +7%
WC
1017
Woodstock Corp
Massachusetts
$741K – – –
FC
1018
Forte Capital
New York
$740K +$57.3K +225 +9%
BP
1019
Ballentine Partners
Massachusetts
$738K -$29.6K -116 -4%
NL
1020
Navalign LLC
California
$736K +$50K +196 +8%
WTB
1021
Washington Trust Bank
Washington
$734K -$41.3K -162 -6%
MAM
1022
Mark Asset Management
New York
$734K -$7.9K -31 -1%
AWP
1023
Accretive Wealth Partners
New Jersey
$734K +$64.5K +253 +10%
FFN
1024
Focus Financial Network
Minnesota
$733K -$841K -3,298 -55%
BCMO
1025
Buckingham Capital Management (Ohio)
Ohio
$729K – – –
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41
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