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AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
1101
Maryland Capital Management
Maryland
$493K +$24.9K +112 +6%
IFWM
1102
Institute for Wealth Management
Colorado
$492K -$18.5K -83 -4%
MC
1103
Montag & Caldwell
Georgia
$491K -$290K -1,301 -39%
IG
1104
Ithaka Group
Virginia
$490K +$167K +750 +58%
TCM
1105
Teza Capital Management
Illinois
$489K +$455K +2,044 New
CPO
1106
Cerity Partners OCIO
New York
$488K +$92.9K +417 +26%
RCM
1107
Radnor Capital Management
Pennsylvania
$487K – – –
VA
1108
Valmark Advisers
Ohio
$484K +$59.5K +267 +15%
QI
1109
Qtron Investments
Massachusetts
$483K – – –
SAM
1110
Sequent Asset Management
Texas
$483K +$450K +2,020 New
EWM
1111
Endurance Wealth Management
Rhode Island
$482K – – –
SFO
1112
Standard Family Office
South Dakota
$482K – – –
NDSI
1113
Newman Dignan & Sheerar Inc
Rhode Island
$481K +$23.4K +105 +6%
REMPR
1114
Roof Eidam Maycock Peralta (REMP)
California
$479K – – –
BA
1115
Bluesphere Advisors
Pennsylvania
$478K – – –
CC
1116
Courier Capital
New York
$476K – – –
IIM
1117
InTrack Investment Management
Vermont
$476K – – –
SVWAG
1118
Sound View Wealth Advisors Group
Georgia
$474K -$31K -139 -7%
TCM
1119
Tributary Capital Management
Nebraska
$473K -$4.45K -20 -1%
PCA
1120
Personal Capital Advisors
California
$468K +$95.5K +429 +28%
AIC
1121
Archer Investment Corporation
Indiana
$464K – – –
TIA
1122
Tiemann Investment Advisors
California
$463K +$4.23K +19 +1%
SSWM
1123
Sheets Smith Wealth Management
North Carolina
$462K +$6.68K +30 +2%
HIS
1124
Harvest Investment Services
Illinois
$462K +$47.7K +214 +12%
CT
1125
Coastline Trust
Rhode Island
$460K – – –
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46 47