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AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
CAC
1026
Cowen and Company
New York
$343K +$338K +1,550 New
AWM
1027
Avior Wealth Management
Nebraska
$338K -$42.8K -196 -11%
AF
1028
Arrow Financial
New York
$337K – – –
MC
1029
Moors & Cabot
Massachusetts
$337K +$63.5K +291 +24%
TSW
1030
Thompson Siegel & Walmsley
Virginia
$335K +$31.9K +146 +11%
EWA
1031
Exencial Wealth Advisors
Oklahoma
$333K -$30.1K -138 -8%
TU
1032
TDAM USA
Ontario, Canada
$330K -$11.8K -54 -3%
FPCP
1033
Fort Point Capital Partners
California
$324K -$6.98K -32 -2%
JSL
1034
JT Stratford LLC
Georgia
$324K +$77.5K +355 +32%
LPT
1035
Legacy Private Trust
Wisconsin
$322K -$14.2K -65 -4%
IWC
1036
Integrated Wealth Concepts
Massachusetts
$320K +$22.9K +105 +8%
HPC
1037
Hobart Private Capital
North Carolina
$319K +$3.06K +14 +1%
SFA
1038
Sequoia Financial Advisors
Ohio
$318K +$1.53K +7 +0.5%
HKAM
1039
Horizon Kinetics Asset Management
New York
$315K – – –
AIA
1040
Alera Investment Advisors
Illinois
$315K +$311K +1,423 New
MC
1041
Miles Capital
Iowa
$314K -$208K -951 -40%
LWM
1042
Lenox Wealth Management
Ohio
$314K -$43.2K -198 -12%
TAM
1043
Tocqueville Asset Management
New York
$314K +$11.3K +52 +4%
ICP
1044
Ironvine Capital Partners
Nebraska
$311K – – –
RCA
1045
Rowland Carmichael Advisors
Arizona
$310K -$1.96K -9 -0.6%
HPWM
1046
Highland Private Wealth Management
Washington
$309K +$3.71K +17 +1%
VCM
1047
Vigilant Capital Management
Maine
$309K +$46.3K +212 +18%
AIM
1048
AIA Investment Management
Singapore
$307K +$303K +1,389 New
CWS
1049
Cypress Wealth Services
California
$305K -$34K -156 -10%
FI
1050
Fosun International
China
$304K – – –
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42
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