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AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1276
Curi Wealth Management
North Carolina
$398K +$7.78K +31 +2%
GWANC
1277
Guardian Wealth Advisors (North Carolina)
North Carolina
$398K +$389K +1,549 New
LA
1278
LVW Advisors
New York
$397K +$7.53K +30 +2%
M
1279
MOTCO
Texas
$397K +$21.1K +84 +6%
WI
1280
WrapManager Inc
California
$395K -$3.26K -13 -0.8%
RPWA
1281
Regent Peak Wealth Advisors
Georgia
$395K +$25.8K +103 +7%
CCA
1282
Childress Capital Advisors
Texas
$395K +$31.1K +124 +9%
JG
1283
Jefferies Group
New York
$395K -$2.56M -10,216 -87%
DFA
1284
Delta Financial Advisors
Louisiana
$392K +$10K +40 +3%
WTB
1285
Washington Trust Bank
Washington
$390K – – –
AA
1286
Ancora Advisors
Ohio
$390K +$27.6K +110 +8%
HIG
1287
Heritage Investment Group
Florida
$389K – – –
JSL
1288
JT Stratford LLC
Georgia
$389K +$119K +476 +46%
VWA
1289
Visionary Wealth Advisors
Illinois
$388K -$100K -399 -21%
PCG
1290
Private Capital Group
Connecticut
$388K -$67.2K -268 -15%
EWM
1291
Endurance Wealth Management
Rhode Island
$388K – – –
TCOT
1292
Trust Company of Toledo
Ohio
$386K +$9.03K +36 +2%
EDRH
1293
Edmond de Rothschild Holding
Switzerland
$384K +$15.6K +62 +4%
GRP
1294
Global Retirement Partners
California
$384K +$39.6K +158 +12%
CI
1295
Capital International
California
$383K – – –
SF
1296
SBK Financial
Virginia
$383K – – –
BP
1297
BBR Partners
New York
$383K +$38.6K +154 +11%
SFG
1298
SNS Financial Group
Minnesota
$381K -$502 -2 -0.1%
SVCP
1299
Silicon Valley Capital Partners
California
$381K +$23.1K +92 +7%
SIA
1300
Strategic Investment Advisors
Michigan
$380K -$103K -409 -22%
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