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AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
GHI
1076
Gross & Hartman Investments
Pennsylvania
$478K +$495K +2,722 New
SHFC
1077
Safe Harbor Family Capital
North Carolina
$478K +$495K +2,722 New
PPWM
1078
Paragon Private Wealth Management
Kentucky
$476K -$352K -1,937 -42%
LC
1079
Lincoln Capital
Nebraska
$474K – – –
SCM
1080
Schnieders Capital Management
California
$474K – – –
PPW
1081
Parcion Private Wealth
Washington
$471K +$488K +2,682 New
GIM
1082
Goelzer Investment Management
Indiana
$469K +$30.4K +167 +7%
HH
1083
Hilltop Holdings
Texas
$469K -$196K -1,075 -29%
LA
1084
Legacy Advisors
Pennsylvania
$466K +$27.7K +152 +6%
AAP
1085
Arax Advisory Partners
Colorado
$465K -$106K -582 -18%
MC
1086
Machina Capital
France
$465K -$2.23M -12,280 -82%
ST
1087
Spinnaker Trust
Maine
$465K +$43.1K +237 +10%
BWM
1088
Blossom Wealth Management
California
$462K -$2K -11 -0.4%
AA
1089
Acorns Advisers
California
$462K +$75.9K +417 +19%
FFA
1090
Founders Financial Alliance
North Carolina
$460K -$3.09K -17 -0.6%
LS
1091
Livforsakringsbolaget Skandia
Sweden
$460K -$109K -600 -19%
WA
1092
Waddell & Associates
Tennessee
$460K +$476K +2,618 New
DG
1093
DMC Group
Alabama
$459K +$4.91K +27 +1%
CAU
1094
Caxton Associates (UK)
$458K +$475K +2,611 New
NP
1095
NorthRock Partners
Minnesota
$456K -$910K -5,000 -65%
MCCA
1096
Mill Creek Capital Advisors
Pennsylvania
$453K +$14.2K +78 +3%
USB
1097
Union Savings Bank
Connecticut
$453K +$469K +2,579 New
EFG
1098
Everhart Financial Group
Ohio
$452K -$5.09K -28 -1%
CI
1099
Conning Inc
Connecticut
$448K -$101K -553 -18%
BCM
1100
Boltwood Capital Management
California
$448K -$12.7K -70 -3%
42 43
44
45 46