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AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
SFS
1051
Sowell Financial Services
Arkansas
$612K -$375K -1,798 -36%
AWM
1052
Aprio Wealth Management
Georgia
$610K +$212K +1,016 +47%
MWM
1053
Mattern Wealth Management
Kansas
$610K -$3.13K -15 -0.5%
PWAM
1054
Private Wealth Asset Management
Iowa
$608K – – –
NERM
1055
New England Research & Management
Illinois
$606K – – –
AIC
1056
Archer Investment Corporation
Indiana
$605K +$246K +1,182 +60%
P
1057
Pitcairn
Pennsylvania
$601K -$220K -1,057 -25%
VCWM
1058
Vista Cima Wealth Management
Arizona
$600K +$650K +3,121 New
MCM
1059
Mendel Capital Management
Arkansas
$599K +$1.67K +8 +0.3%
DWP
1060
Daymark Wealth Partners
Ohio
$598K -$62.5K -300 -9%
JSAM
1061
J. Safra Asset Management
New York
$597K +$177K +851 +38%
CI
1062
Conning Inc
Connecticut
$597K – – –
RA
1063
RFG Advisory
Alabama
$597K -$62.1K -298 -9%
IA
1064
Intellus Advisors
Florida
$588K +$3.75K +18 +0.6%
NA
1065
Nordwand Advisors
Pennsylvania
$588K +$55K +264 +9%
MPI
1066
Mairs & Power Inc
Minnesota
$583K +$202K +971 +47%
EFS
1067
Essex Financial Services
Connecticut
$581K -$16.5K -79 -3%
BFA
1068
Buttonwood Financial Advisors
Maryland
$581K +$417 +2 +0.1%
SAI
1069
Savvy Advisors Inc
New York
$580K -$50.2K -241 -7%
MMM
1070
Mendel Money Management
Illinois
$580K +$628K +3,015 New
CG
1071
Clarus Group
Texas
$576K +$6.88K +33 +1%
HTHT
1072
Hemenway Trust Hemenway Trust
New Hampshire
$575K -$51K -245 -8%
TAFW
1073
Tred Avon Family Wealth
Maryland
$568K +$616K +2,956 New
HT
1074
Headlands Technologies
Illinois
$563K +$558K +2,678 +1,080%
RWPA
1075
Richard W. Paul & Associates
Michigan
$562K +$90K +432 +17%
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