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AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
1051
Boltwood Capital Management
California
$544K -$58.3K -319 -9%
MAS
1052
Meeder Advisory Services
Ohio
$543K -$124K -679 -17%
SFP
1053
Sweet Financial Partners
Minnesota
$541K +$601K +3,291 New
MFS
1054
Mirabella Financial Services
United Kingdom
$537K +$596K +3,263 New
FHC
1055
First Heartland Consultants
Missouri
$535K +$594K +3,251 New
WAP
1056
Wealthcare Advisory Partners
Pennsylvania
$535K +$5.66K +31 +1%
EFS
1057
Essex Financial Services
Connecticut
$531K -$144K -789 -20%
NGA
1058
Naples Global Advisors
Florida
$531K +$34.5K +189 +6%
RAM
1059
Ramirez Asset Management
New York
$531K +$589K +3,226 New
GLR
1060
Great Lakes Retirement
Ohio
$529K +$26.7K +146 +5%
FNA
1061
First National Advisers
Nebraska
$522K +$580K +3,173 New
FC
1062
Forte Capital
New York
$522K -$21K -115 -3%
B
1063
Bellecapital
Switzerland
$521K – – –
MPPW
1064
Mitchell & Pahl Private Wealth
Oklahoma
$520K -$18.4K -101 -3%
FB
1065
Fulton Bank
Pennsylvania
$519K -$331K -1,814 -36%
CC
1066
Chicago Capital
Illinois
$516K +$913 +5 +0.2%
HAIM
1067
Hunter Associates Investment Management
Pennsylvania
$516K +$269K +1,472 +87%
CT
1068
Chicago Trust
Illinois
$516K -$272K -1,489 -32%
LIM
1069
Loudon Investment Management
New Hampshire
$515K +$572K +3,130 New
LC
1070
Lavaca Capital
Texas
$515K +$1.46K +8 +0.3%
CPC
1071
Congress Park Capital
New York
$514K +$5.11K +28 +0.9%
SFP
1072
Shepherd Financial Partners
Massachusetts
$513K -$504K -2,758 -47%
NP
1073
Nilsine Partners
Colorado
$511K +$220K +1,207 +63%
OCBCO
1074
Oversea-Chinese Banking Corp (OCBC)
Singapore
$508K +$564K +3,087 New
CWM
1075
Congress Wealth Management
Massachusetts
$506K -$62.1K -340 -10%
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