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AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
LP
1251
LGL Partners
Pennsylvania
$415K -$489K -2,003 -55%
CC
1252
Courier Capital
New York
$414K +$33.2K +136 +9%
CCFM
1253
Clear Creek Financial Management
Washington
$412K +$20.7K +85 +5%
GA
1254
GoalVest Advisory
New York
$411K +$399K +1,635 New
KJHP
1255
K.J. Harrison & Partners
Ontario, Canada
$410K +$1.95K +8 +0.5%
MWM
1256
Modera Wealth Management
New Jersey
$410K +$46.1K +189 +13%
SFG
1257
StrategIQ Financial Group
Indiana
$409K +$5.86K +24 +1%
DG
1258
DMC Group
Alabama
$408K -$355K -1,454 -48%
MFW
1259
Meristem Family Wealth
Minnesota
$407K -$596K -2,441 -60%
KFS
1260
Kaizen Financial Strategies
California
$407K +$1.46K +6 +0.4%
PA
1261
PFG Advisors
Arizona
$405K – – –
FAM
1262
Formidable Asset Management
Ohio
$404K -$518K -2,121 -57%
KC
1263
Kenfarb & Co
Kentucky
$404K -$222K -910 -36%
BWM
1264
Blossom Wealth Management
California
$401K +$95.2K +390 +32%
DIP
1265
DT Investment Partners
Pennsylvania
$397K +$102K +420 +36%
AMCA
1266
Arthur M. Cohen & Associates
Illinois
$396K -$19K -78 -5%
MSS
1267
Mitchell Sinkler & Starr
Pennsylvania
$395K -$4.88K -20 -1%
LA
1268
Latitude Advisors
Florida
$393K +$382K +1,564 New
MWM
1269
Mission Wealth Management
California
$392K -$8.05K -33 -2%
DY
1270
Dowling & Yahnke
California
$391K +$5.86K +24 +2%
WI
1271
WrapManager Inc
California
$391K +$380K +1,557 New
BA
1272
BCM Advisors
Louisiana
$389K -$24.4K -100 -6%
KSWA
1273
Kathleen S. Wright Associates
Pennsylvania
$389K +$24.4K +100 +7%
SIA
1274
SkyView Investment Advisors
New Jersey
$388K -$212K -869 -36%
OFS
1275
Orrstown Financial Services
Pennsylvania
$387K -$40.5K -166 -10%
49 50
51
52 53