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AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
GAA
1001
Green Alpha Advisors
Colorado
$832K +$199 +1 +0%
GJWM
1002
Gilliland Jeter Wealth Management
Arkansas
$830K +$837K +4,200 New
FLPIM
1003
F.L. Putnam Investment Management
Massachusetts
$824K +$6.77K +34 +0.8%
PFA
1004
Pathway Financial Advisers
Indiana
$822K -$44.4K -223 -5%
CC
1005
Commons Capital
Massachusetts
$822K +$24.1K +121 +3%
SL
1006
Sonnipe Ltd
Isle Of Man
$816K – – –
AWP
1007
Accretive Wealth Partners
New Jersey
$813K +$7.77K +39 +0.9%
MMPW
1008
Mitchell McLeod Pugh & Williams
Alabama
$812K +$27.9K +140 +4%
SA
1009
SpiderRock Advisors
Delaware
$811K +$824K +4,139 New
CA
1010
Centerpoint Advisors
Massachusetts
$810K – – –
MLL
1011
Moody Lynn & Lieberson
Massachusetts
$808K -$199 -1 -0%
BJL
1012
Brighton Jones LLC
Washington
$807K +$14.1K +71 +2%
FC
1013
Forte Capital
New York
$804K +$215K +1,078 +36%
CL
1014
Choreo LLC
Illinois
$801K -$42.4K -213 -5%
CB
1015
Community Bank
New York
$801K – – –
RFM
1016
Royal Fund Management
Florida
$801K +$11.4K +57 +1%
MHC
1017
Meyer Handelman Company
New York
$801K +$807K +4,053 New
AIA
1018
Alera Investment Advisors
Illinois
$799K -$12K -60 -1%
PWP
1019
Principle Wealth Partners
Connecticut
$791K +$99.6K +500 +14%
CB
1020
CNB Bank
Pennsylvania
$789K +$14.7K +74 +2%
VA
1021
Vident Advisory
Georgia
$786K -$16.5K -83 -2%
RIA
1022
Regal Investment Advisors
Michigan
$775K +$54.8K +275 +8%
WIS
1023
Wright Investors Service
Connecticut
$774K +$780K +3,917 New
CA
1024
Cornerstone Advisory
Maryland
$774K -$6.57K -33 -0.8%
MMA
1025
Miracle Mile Advisors
California
$772K +$132K +661 +20%
39 40
41
42 43