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AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
PGWM
1076
Parisi Gray Wealth Management
New Jersey
$136K – – –
LC
1077
Lindbrook Capital
California
$135K -$43.8K -250 -27%
MMG
1078
Monetary Management Group
Missouri
$133K – – –
PVH
1079
Psagot Value Holdings
Israel
$131K +$116K +663 New
GWS
1080
Glassman Wealth Services
Virginia
$127K +$14.6K +83 +15%
JIR
1081
James Investment Research
Ohio
$127K +$113K +645 New
SFG
1082
SevenBridge Financial Group
Pennsylvania
$118K +$2.63K +15 +3%
ESB
1083
Essex Savings Bank
Connecticut
$117K -$3.33K -19 -3%
CIAS
1084
Capital Investment Advisory Services
North Carolina
$114K – – –
FCA
1085
FinTrust Capital Advisors
South Carolina
$114K – – –
APC
1086
Aspire Private Capital
North Carolina
$109K +$97.2K +554 New
NCM
1087
New Capital Management
Texas
$108K – – –
BFC
1088
Bedel Financial Consulting
Indiana
$105K – – –
TWA
1089
TCI Wealth Advisors
Arizona
$103K -$7.54K -43 -8%
BAM
1090
Bruderman Asset Management
New York
$100K +$1.05K +6 +1%
OFW
1091
Omnia Family Wealth
Florida
$100K +$70.2K +400 +370%
LFA
1092
Legacy Financial Advisors
Kentucky
$99K +$18.4K +105 +27%
FPFS
1093
First Personal Financial Services
North Carolina
$98K – – –
EAM
1094
Erste Asset Management
Austria
$96.6K – – –
NL
1095
NVWM LLC
Pennsylvania
$96K -$3.33K -19 -4%
TC
1096
Truvestments Capital
Florida
$96K +$85.2K +486 New
AP
1097
Atwood & Palmer
Missouri
$93K – – –
DWA
1098
Dougherty Wealth Advisers
Minnesota
$89K – – –
NIM
1099
NuWave Investment Management
New Jersey
$87K -$145K -829 -65%
RWA
1100
Ropes Wealth Advisors
Massachusetts
$85K -$9.12K -52 -11%
42 43
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