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AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
SS
1101
Sunbelt Securities
Texas
$467K +$8.62K +34 +2%
MC
1102
Montag & Caldwell
Georgia
$466K -$30.7K -121 -6%
ORI
1103
Oak Ridge Investments
Illinois
$465K -$3.8K -15 -0.8%
PCA
1104
Personal Capital Advisors
California
$461K -$50.5K -199 -9%
NDSI
1105
Newman Dignan & Sheerar Inc
Rhode Island
$461K +$54.3K +214 +13%
ZB
1106
Zions Bancorporation
Utah
$460K +$34.5K +136 +8%
PSP
1107
Principal Street Partners
Tennessee
$457K +$109K +430 +29%
SSWM
1108
Sheets Smith Wealth Management
North Carolina
$453K – – –
FIM
1109
Freedom Investment Management
Connecticut
$452K -$34.7K -137 -7%
LB
1110
Legacy Bridge
Iowa
$449K +$76.1K +300 +19%
1WA
1111
180 Wealth Advisors
Washington
$443K -$10.9K -43 -2%
DWM
1112
Dakota Wealth Management
Florida
$443K +$22.1K +87 +5%
CAAS
1113
Capital Asset Advisory Services
Michigan
$441K +$18K +71 +4%
RCIM
1114
Red Cedar Investment Management
Michigan
$440K -$294K -1,160 -39%
IIM
1115
Ipswich Investment Management
Massachusetts
$440K – – –
BG
1116
Berry Group
Massachusetts
$440K +$254 +1 +0.1%
MMA
1117
Miracle Mile Advisors
California
$438K +$460K +1,814 New
FFC
1118
First Financial Corp
Indiana
$435K -$27.9K -110 -6%
SVWAG
1119
Sound View Wealth Advisors Group
Georgia
$435K +$89K +351 +24%
CP
1120
Coho Partners
Pennsylvania
$434K – – –
MCM
1121
Manchester Capital Management
Vermont
$433K -$252K -993 -36%
HH
1122
Hilltop Holdings
Texas
$432K +$82.1K +324 +22%
RCM
1123
Radnor Capital Management
Pennsylvania
$432K +$453K +1,788 New
BWA
1124
BDO Wealth Advisors
Florida
$430K +$42.8K +169 +10%
TFCP
1125
Twin Focus Capital Partners
Massachusetts
$422K -$507 -2 -0.1%
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