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AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
RW
1051
REDW Wealth
New Mexico
$556K +$75.2K +304 +16%
FC
1052
Forte Capital
New York
$551K +$527K +2,132 New
BWP
1053
Baldwin Wealth Partners
Massachusetts
$547K – – –
CRWM
1054
Castle Rock Wealth Management
California
$546K – – –
PRWA
1055
Platte River Wealth Advisors
Colorado
$546K +$508K +2,053 New
PCA
1056
Personal Capital Advisors
California
$544K -$337K -1,364 -39%
NJBEST
1057
New Jersey Better Educational Savings Trust
New Jersey
$543K – – –
BOH
1058
Bank of Hawaii
Hawaii
$540K -$449K -1,815 -46%
IFWM
1059
Institute for Wealth Management
Colorado
$538K +$8.41K +34 +2%
PBO
1060
Peoples Bank (Ohio)
Ohio
$537K +$36.6K +148 +8%
JFL
1061
Jarislowsky, Fraser Ltd
Quebec, Canada
$536K – – –
JDR
1062
Jay D. Rosenbaum
$533K +$47.7K +193 +10%
HIS
1063
Harvest Investment Services
Illinois
$532K +$510K +2,060 New
WPP
1064
Whalerock Point Partners
Rhode Island
$530K – – –
MC
1065
Montag & Caldwell
Georgia
$530K +$100K +405 +25%
RC
1066
RegentAtlantic Capital
New Jersey
$530K +$507K +2,051 New
NAM
1067
NorthCoast Asset Management
Connecticut
$529K +$506K +2,044 New
RA
1068
RFG Advisory
Alabama
$526K +$42.6K +172 +9%
IFG
1069
Independent Financial Group
California
$524K -$17.8K -72 -3%
CIA
1070
Choate Investment Advisors
Massachusetts
$523K – – –
EWM
1071
Endurance Wealth Management
Rhode Island
$522K – – –
FIM
1072
Freedom Investment Management
Connecticut
$519K -$54.2K -219 -10%
AIC
1073
Archer Investment Corporation
Indiana
$518K +$40.8K +165 +9%
REMPR
1074
Roof Eidam Maycock Peralta (REMP)
California
$518K +$61.4K +248 +14%
CQS
1075
Credential Qtrade Securities
$517K +$193K +782 +64%
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