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AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
1126
Weatherly Asset Management
California
$596K – – –
KA
1127
Kovack Advisors
Florida
$594K -$43.9K -180 -7%
CPIA
1128
Cornell Pochily Investment Advisors
New York
$594K +$488 +2 +0.1%
ETC
1129
Exchange Traded Concepts
Oklahoma
$593K +$208K +853 +57%
ACG
1130
Allen Capital Group
Nebraska
$591K – – –
BFA
1131
Buttonwood Financial Advisors
Maryland
$591K +$574K +2,351 New
CRWM
1132
Castle Rock Wealth Management
California
$590K – – –
AWM
1133
Axxcess Wealth Management
California
$590K +$404K +1,655 +238%
ECAM
1134
East Coast Asset Management
Massachusetts
$587K – – –
CWM
1135
Congress Wealth Management
Massachusetts
$584K -$12.7K -52 -2%
PWLP
1136
Prio Wealth Limited Partnership
Massachusetts
$578K -$732 -3 -0.1%
FFC
1137
First Financial Corp
Indiana
$568K +$59.1K +242 +12%
ZCA
1138
Zeke Capital Advisors
Pennsylvania
$566K +$550K +2,255 New
GI
1139
GAMCO Investors
Connecticut
$565K +$181K +742 +49%
OWA
1140
Outlook Wealth Advisors
Texas
$564K +$209K +858 +62%
ACM
1141
Ategra Capital Management
Virginia
$563K +$24.9K +102 +5%
PA
1142
Pinnacle Associates
New York
$561K -$22.4K -92 -4%
GBWM
1143
Granite Bay Wealth Management
New Hampshire
$559K +$30.7K +126 +6%
AAP
1144
Arax Advisory Partners
Colorado
$556K -$83K -340 -13%
TWI
1145
Thomas White International
Illinois
$556K – – –
LIG
1146
Lokken Investment Group
Delaware
$553K +$92.7K +380 +20%
WPP
1147
Whalerock Point Partners
Rhode Island
$553K – – –
FC
1148
Ferris Capital
Massachusetts
$550K -$732 -3 -0.1%
CWM
1149
Calamos Wealth Management
Illinois
$548K +$19K +78 +4%
RWB
1150
RMR Wealth Builders
New Jersey
$547K +$346K +1,416 +186%
44 45
46
47 48