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AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
LC
1076
Lavaca Capital
Texas
$510K +$139K +600 +36%
FFA
1077
First Foundation Advisors
California
$509K +$133K +574 +34%
IFG
1078
Independent Financial Group
California
$504K +$10.5K +45 +2%
SDWIA
1079
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$504K +$16.3K +70 +3%
IEFM
1080
IQ EQ Fund Management
Ireland
$502K – – –
HH
1081
Hilltop Holdings
Texas
$499K +$101K +433 +24%
PWLP
1082
Prio Wealth Limited Partnership
Massachusetts
$498K -$181K -780 -26%
TWI
1083
Thomas White International
Illinois
$497K -$238K -1,025 -32%
WSCM
1084
Wellington Shields Capital Management
New York
$497K – – –
LCM
1085
Leisure Capital Management
California
$494K +$120K +516 +31%
VIA
1086
Vident Investment Advisory
Georgia
$494K +$184K +792 +56%
WPP
1087
Whalerock Point Partners
Rhode Island
$494K +$396K +1,705 +344%
PA
1088
Pinnacle Associates
New York
$489K +$50.2K +216 +11%
TC
1089
TownSquare Capital
Utah
$488K -$2.33K -10 -0.5%
CA
1090
CGN Advisors
Kansas
$488K +$506K +2,176 New
JWCA
1091
J.W. Coons Advisors
Ohio
$483K -$69.7K -300 -12%
LIM
1092
Longfellow Investment Management
Massachusetts
$482K +$498K +2,144 New
TW
1093
Transform Wealth
Colorado
$481K -$3M -12,923 -86%
IFWM
1094
Institute for Wealth Management
Colorado
$481K -$28.8K -124 -5%
ECG
1095
Edge Capital Group
Georgia
$481K -$15.1K -65 -3%
FUBT
1096
First United Bank & Trust
Maryland
$478K +$229K +984 +86%
SVWAG
1097
Sound View Wealth Advisors Group
Georgia
$476K +$74.9K +322 +18%
CRWM
1098
Castle Rock Wealth Management
California
$476K +$494K +2,125 New
BWP
1099
Baldwin Wealth Partners
Massachusetts
$475K – – –
FFA
1100
Founders Financial Alliance
North Carolina
$471K +$152K +653 +45%
42 43
44
45 46