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AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
FCP
1051
Fidelis Capital Partners
Florida
$724K +$26.3K +122 +4%
SAI
1052
Savvy Advisors Inc
New York
$720K +$12.7K +59 +2%
WPC
1053
Wedmont Private Capital
Pennsylvania
$719K +$44K +204 +7%
FIA
1054
Foundations Investment Advisors
Arizona
$716K +$93.5K +433 +15%
MWM
1055
Mission Wealth Management
California
$716K +$41.2K +191 +6%
HTHT
1056
Hemenway Trust Hemenway Trust
New Hampshire
$715K -$144K -667 -17%
CA
1057
Continuum Advisory
Idaho
$715K -$823K -3,811 -54%
CA
1058
Cornerstone Advisory
Maryland
$711K -$648 -3 -0.1%
PB
1059
Pinnacle Bancorp
Nebraska
$709K -$4.97K -23 -0.7%
USCWA
1060
U.S. Capital Wealth Advisors
Texas
$707K -$579K -2,681 -46%
MWM
1061
Mattern Wealth Management
Kansas
$704K -$7.34K -34 -1%
PWAM
1062
Private Wealth Asset Management
Iowa
$698K -$12.1K -56 -2%
RWP
1063
RWA Wealth Partners
Massachusetts
$698K +$187K +866 +38%
BA
1064
Bridgewater Advisors
New York
$696K +$31.3K +145 +5%
NERM
1065
New England Research & Management
Illinois
$696K +$680K +3,150 New
PWP
1066
Principle Wealth Partners
Connecticut
$689K +$38.9K +180 +6%
MCM
1067
Mendel Capital Management
Arkansas
$687K -$26.8K -124 -4%
CIP
1068
Capital Insight Partners
Arizona
$686K +$5.4K +25 +0.8%
CI
1069
Conning Inc
Connecticut
$686K -$20.5K -95 -3%
EFS
1070
Essex Financial Services
Connecticut
$685K +$85.7K +397 +15%
ACH
1071
ArrowMark Colorado Holdings
Colorado
$685K – – –
MWM
1072
Maripau Wealth Management
Indiana
$683K +$666K +3,085 New
AIC
1073
Argus Investors Counsel
New York
$680K – – –
FFC
1074
First Financial Corp
Indiana
$676K -$78.6K -364 -11%
IAIM
1075
International Assets Investment Management
Florida
$675K -$40.6K -188 -6%
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