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AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
KSWA
1126
Kathleen S. Wright Associates
Pennsylvania
$523K -$57K -275 -9%
CIA
1127
Capital Investment Advisors
Georgia
$521K -$23.8K -115 -4%
MPPW
1128
Mitchell & Pahl Private Wealth
Oklahoma
$520K -$5.59K -27 -0.9%
HWMO
1129
Heritage Wealth Management (Ohio)
Ohio
$514K – – –
BCMO
1130
Buckingham Capital Management (Ohio)
Ohio
$514K +$10.4K +50 +2%
MA
1131
Modus Advisors
Minnesota
$513K -$42.1K -203 -7%
BA
1132
Bristlecone Advisors
Washington
$512K – – –
WAP
1133
Wealthcare Advisory Partners
Pennsylvania
$511K +$3.73K +18 +0.6%
LCG
1134
Lynx Capital Group
Ohio
$511K +$365K +1,763 +172%
BMCM
1135
Burns Matteson Capital Management
New York
$511K -$34.8K -168 -6%
CGL
1136
Clarius Group LLC
Washington
$509K +$10.8K +52 +2%
BFS
1137
Bard Financial Services
Connecticut
$509K -$25.9K -125 -4%
CT
1138
Chicago Trust
Illinois
$509K -$442K -2,134 -43%
JFG
1139
Jefferies Financial Group
New York
$507K -$1.91M -9,209 -77%
NSIM
1140
North Star Investment Management
Illinois
$506K – – –
SW
1141
StrongBox Wealth
Missouri
$506K +$211K +1,018 +58%
AAP
1142
Arax Advisory Partners
Colorado
$505K +$452K +2,182 +383%
LA
1143
LVW Advisors
New York
$504K +$247K +1,193 +77%
LMKC
1144
L.M. Kohn & Company
Ohio
$499K -$10.6K -51 -2%
FPAS
1145
Focus Partners Advisor Solutions
Missouri
$497K +$291K +1,406 +108%
VAM
1146
Vienna Asset Management
California
$497K +$562K +2,710 New
V
1147
ViaWealth
Kansas
$497K +$9.95K +48 +2%
LC
1148
Lincoln Capital
Nebraska
$495K – – –
QWP
1149
Quotient Wealth Partners
Texas
$491K -$146K -704 -21%
ACM
1150
Advisors Capital Management
New Jersey
$490K +$124K +598 +29%
44 45
46
47 48