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AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
XF
1151
XML Financial
Maryland
$528K +$185K +855 +56%
AP
1152
Advisors Preferred
Maryland
$528K – – –
PWMG
1153
Pinnacle Wealth Management Group
Michigan
$527K – – –
RCM
1154
Radnor Capital Management
Pennsylvania
$527K – – –
GDP
1155
Great Diamond Partners
Maine
$523K +$511K +2,365 New
OL
1156
Optas LLC
Texas
$522K -$41K -190 -7%
PFBT
1157
Parkside Financial Bank & Trust
Missouri
$522K +$37.1K +172 +8%
EFG
1158
Everhart Financial Group
Ohio
$522K +$67.4K +312 +15%
ABLA
1159
Alan B. Lancz & Associates
Ohio
$521K – – –
AA
1160
Alta Advisers
United Kingdom
$519K – – –
WFI
1161
West Family Investments
California
$519K +$228K +1,055 +82%
MMG
1162
Monetary Management Group
Missouri
$518K -$43.2K -200 -8%
LCM
1163
LRT Capital Management
Texas
$518K -$379K -1,756 -43%
WS
1164
Wedbush Securities
California
$517K +$17.3K +80 +4%
1SB
1165
1ST Source Bank
Indiana
$513K -$5.61K -26 -1%
DWM
1166
Defined Wealth Management
Oregon
$513K +$648 +3 +0.1%
PA
1167
Probity Advisors
Texas
$513K +$33K +153 +7%
CI
1168
CX Institutional
Indiana
$511K -$648 -3 -0.1%
PTP
1169
Platform Technology Partners
New York
$511K -$21.8K -101 -4%
AC
1170
Avestar Capital
New York
$510K +$23.7K +110 +5%
BA
1171
Bristlecone Advisors
Washington
$509K -$30.4K -141 -6%
WE
1172
Wealth Effects
Massachusetts
$508K -$2.16K -10 -0.4%
PFA
1173
Peak Financial Advisors
Colorado
$508K +$3.24K +15 +0.7%
VH
1174
Visionary Horizons
Tennessee
$507K -$9.71K -45 -2%
AIM
1175
Anchor Investment Management
South Carolina
$506K -$10.8K -50 -2%
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48 49