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AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
CW
1101
CreativeOne Wealth
Kansas
$291K +$63.8K +293 +30%
RA
1102
RFG Advisory
Alabama
$290K +$275K +1,263 New
EI
1103
Ethic Inc
New York
$289K +$274K +1,256 New
ABP
1104
Arthur B. Page
$289K +$274K +1,257 New
WSFS
1105
Wilmington Savings Fund Society
Delaware
$288K – – –
RBFC
1106
Roman Butler Fullerton & Co
Missouri
$282K +$871 +4 +0.3%
ECM
1107
EagleClaw Capital Management
Massachusetts
$281K – – –
CC
1108
Caxton Corporation
New Jersey
$279K +$871 +4 +0.3%
GWS
1109
Glassman Wealth Services
Virginia
$279K +$12.4K +57 +5%
JSL
1110
JT Stratford LLC
Georgia
$276K -$57.3K -263 -18%
AIA
1111
Alera Investment Advisors
Illinois
$276K -$47.9K -220 -15%
ACP
1112
Arcus Capital Partners
Georgia
$274K +$260K +1,193 New
MSR
1113
Main Street Research
Connecticut
$272K +$257K +1,182 New
PWPS
1114
Pinnacle Wealth Planning Services
Ohio
$270K +$37.9K +174 +17%
SHWM
1115
Smith & Howard Wealth Management
Georgia
$270K +$256K +1,173 New
NB
1116
NBT Bank
New York
$270K +$256K +1,174 New
CWS
1117
Cypress Wealth Services
California
$269K -$45.7K -210 -15%
TCM
1118
Traynor Capital Management
Pennsylvania
$269K +$20.3K +93 +9%
AIP
1119
Almanack Investment Partners
Pennsylvania
$267K -$45.1K -207 -15%
WA
1120
Wealth Architects
California
$267K -$3.05K -14 -1%
CQS
1121
Credential Qtrade Securities
$266K +$34.4K +158 +16%
NCP
1122
NexWave Capital Partners
New York
$264K +$250K +1,147 New
WB
1123
Webster Bank
Connecticut
$262K – – –
CIA
1124
Choate Investment Advisors
Massachusetts
$258K – – –
FMII
1125
Farmers & Merchants Investments Inc
Nebraska
$258K – – –
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45
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