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AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
W
1176
WealthStone
Ohio
$390K +$22.9K +103 +7%
1SB
1177
1ST Source Bank
Indiana
$388K – – –
CFG
1178
Citizens Financial Group
Rhode Island
$386K -$6.35M -28,518 -95%
PWS
1179
Precision Wealth Strategies
Missouri
$386K -$19.8K -89 -5%
UH
1180
Unigestion Holding
Switzerland
$385K -$16.2M -72,934 -98%
AMCA
1181
Arthur M. Cohen & Associates
Illinois
$385K – – –
CCB
1182
Cutter & Co Brokerage
Missouri
$385K +$101K +453 +39%
QCM
1183
Quest Capital Management
Texas
$382K +$33.6K +151 +10%
CT
1184
Columbia Trust
Oregon
$380K -$194K -869 -35%
GKWIM
1185
Gerber Kawasaki Wealth & Investment Management
California
$380K +$20K +90 +6%
CAG
1186
Csenge Advisory Group
Florida
$379K -$42.1K -189 -11%
PA
1187
PFG Advisors
Arizona
$378K +$352K +1,581 New
SFA
1188
Sequoia Financial Advisors
Ohio
$374K -$70.1K -315 -17%
MAS
1189
Managed Account Services
Florida
$374K – – –
SG
1190
StoneX Group
New York
$374K +$58.8K +264 +20%
PCG
1191
Private Capital Group
Connecticut
$371K -$277K -1,244 -44%
MCM
1192
Manchester Capital Management
Vermont
$370K -$3.34K -15 -1%
GD
1193
Grandfield & Dodd
New York
$370K – – –
BWP
1194
BSW Wealth Partners
Colorado
$370K +$58.6K +263 +20%
PCP
1195
Proficio Capital Partners
Massachusetts
$369K +$1.11K +5 +0.3%
ONST
1196
Old North State Trust
North Carolina
$368K +$14.7K +66 +4%
MPCG
1197
Matrix Private Capital Group
New York
$366K -$2.67K -12 -0.8%
KFI
1198
Key Financial Inc
Pennsylvania
$366K – – –
FAT
1199
First American Trust
California
$365K -$2.8M -12,582 -89%
CWP
1200
Concord Wealth Partners
Virginia
$364K +$3.12K +14 +0.9%
46 47
48
49 50