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AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
SCA
1026
Snowden Capital Advisors
New York
$619K +$38.8K +153 +6%
TCM
1027
Tributary Capital Management
Nebraska
$615K -$29.2K -115 -4%
RDWM
1028
Red Door Wealth Management
Tennessee
$615K +$26.9K +106 +4%
DBRC
1029
D.B. Root & Company
Pennsylvania
$614K – – –
ECM
1030
Evergreen Capital Management
Washington
$614K +$74.3K +293 +13%
RIA
1031
Realta Investment Advisors
Delaware
$612K -$226K -891 -26%
FMB
1032
Field & Main Bank
Kentucky
$610K +$179K +705 +39%
MOS
1033
MGO One Seven
Ohio
$606K -$55.8K -220 -8%
ATC
1034
Adirondack Trust Company
New York
$604K – – –
FC
1035
FCA Corp
Texas
$604K – – –
RC
1036
RBO & Co
California
$604K +$634K +2,500 New
SC
1037
Savant Capital
Illinois
$599K -$7.61K -30 -1%
JWCA
1038
J.W. Coons Advisors
Ohio
$593K +$59.6K +235 +11%
PP
1039
Patten & Patten
Tennessee
$590K +$161K +635 +35%
FHC
1040
First Heartland Consultants
Missouri
$585K +$10.4K +41 +2%
EDRH
1041
Edmond de Rothschild Holding
Switzerland
$585K +$508K +2,003 +486%
JDR
1042
Jay D. Rosenbaum
$581K +$87.2K +344 +17%
PFGIA
1043
Patriot Financial Group Insurance Agency
Massachusetts
$578K -$65.4K -258 -10%
KLI
1044
Kelman-Lazarov Inc
Tennessee
$572K -$16.7K -66 -3%
HL
1045
HeadInvest LLC
Maine
$571K -$3.04K -12 -0.5%
KAS
1046
Kemnay Advisory Services
New York
$570K +$15.5K +61 +3%
QI
1047
Qtron Investments
Massachusetts
$569K – – –
WP
1048
WealthSource Partners
California
$567K +$1.77K +7 +0.3%
ECAM
1049
East Coast Asset Management
Massachusetts
$564K -$205K -810 -26%
TFA
1050
Teamwork Financial Advisors
Texas
$563K -$858K -3,383 -59%
40 41
42
43 44