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AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
CAN
1201
Claraphi Advisory Network
United States
$240K +$257K +1,104 New
NNP
1202
Nachman Norwood & Parrott
South Carolina
$239K +$29.3K +126 +13%
OCM
1203
One Capital Management
California
$239K +$256K +1,099 New
WAG
1204
Winthrop Advisory Group
Massachusetts
$238K +$465 +2 +0.2%
JSL
1205
JT Stratford LLC
Georgia
$237K -$26.8K -115 -10%
HCA
1206
Heck Capital Advisors
Wisconsin
$237K -$7.68K -33 -3%
TCOT
1207
Trust Company of Toledo
Ohio
$236K -$6.75K -29 -3%
EFSCE
1208
Enterprise Financial Services Corp (EFSC)
Missouri
$235K -$4.19K -18 -2%
HHGA
1209
Halbert Hargrove Global Advisors
California
$235K -$3.49K -15 -1%
PA
1210
Pinnacle Associates
New York
$234K +$931 +4 +0.4%
ONST
1211
Old North State Trust
North Carolina
$234K +$11.6K +50 +5%
HWA
1212
HHM Wealth Advisors
Tennessee
$234K +$250K +1,075 New
USGIU
1213
U.S. Global Investors (USGI)
Texas
$233K -$185K -796 -43%
SMG
1214
Spectrum Management Group
Indiana
$233K – – –
IAP
1215
Indie Asset Partners
Indiana
$232K +$248K +1,065 New
ESB
1216
Essex Savings Bank
Connecticut
$231K +$698 +3 +0.3%
QCM
1217
Quest Capital Management
Texas
$231K +$5.58K +24 +2%
PCS
1218
Personal CFO Solutions
New Jersey
$231K +$26.3K +113 +12%
IC
1219
Intersect Capital
California
$231K +$247K +1,062 New
YIA
1220
YHB Investment Advisors
Connecticut
$230K -$931 -4 -0.4%
KFS
1221
Kurt F. Somerville
$229K – – –
SIM
1222
Sadoff Investment Management
Wisconsin
$229K – – –
ECM
1223
EagleClaw Capital Management
Massachusetts
$227K -$40.7K -175 -14%
HCM
1224
Hollencrest Capital Management
California
$227K – – –
RPWA
1225
Regent Peak Wealth Advisors
Georgia
$227K +$13.7K +59 +6%
47 48
49
50 51