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AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
GAA
1251
Global Assets Advisory
Florida
$491K +$469K +2,116 New
CWM
1252
Calamos Wealth Management
Illinois
$491K +$181K +817 +63%
ST
1253
Spinnaker Trust
Maine
$489K – – –
ECAM
1254
East Coast Asset Management
Massachusetts
$487K – – –
VH
1255
Visionary Horizons
Tennessee
$485K – – –
CFG
1256
Copley Financial Group
California
$484K +$462K +2,083 New
RFS
1257
Richardson Financial Services
Massachusetts
$483K – – –
ACM
1258
Advisors Capital Management
New Jersey
$482K -$42.4K -191 -8%
KP
1259
Keel Point
Alabama
$481K +$7.98K +36 +2%
OP
1260
ORG Partners
Indiana
$481K +$18.8K +85 +4%
DFA
1261
Delta Financial Advisors
Louisiana
$479K +$222 +1 +0%
BFA
1262
Brown Financial Advisors
Ohio
$478K -$376K -1,696 -45%
EA
1263
Everpar Advisors
Oklahoma
$476K +$47.9K +216 +12%
TIA
1264
Tiemann Investment Advisors
California
$474K -$5.32K -24 -1%
MWM
1265
Modera Wealth Management
New Jersey
$474K -$28.2K -127 -6%
EWM
1266
Elmwood Wealth Management
California
$474K -$5.54K -25 -1%
SMA
1267
Sage Mountain Advisors
Georgia
$473K +$73.6K +332 +20%
EFSCE
1268
Enterprise Financial Services Corp (EFSC)
Missouri
$472K +$1.77K +8 +0.4%
MPI
1269
Mairs & Power Inc
Minnesota
$470K – – –
M
1270
MOTCO
Texas
$470K -$37.7K -170 -8%
JWCA
1271
J.W. Cole Advisors
Florida
$468K -$7.32K -33 -2%
FPCP
1272
Fort Point Capital Partners
California
$468K +$16.2K +73 +4%
AIC
1273
Archer Investment Corporation
Indiana
$466K +$2K +9 +0.5%
BA
1274
Bluesphere Advisors
Pennsylvania
$465K – – –
WSCM
1275
Wellington Shields Capital Management
New York
$465K – – –
49 50
51
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