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AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
CH
1301
Canton Hathaway
Rhode Island
$31K – – –
MPWT
1302
MassMutual Private Wealth & Trust
Connecticut
$31K – – –
DAM
1303
Delta Asset Management
Tennessee
$30K -$10K -46 -26%
FCB
1304
First Command Bank
Texas
$30K – – –
FCFS
1305
First Command Financial Services
Texas
$30K – – –
LWA
1306
Lenox Wealth Advisors
New York
$30K +$3.48K +16 +14%
CLOS
1307
Compagnie Lombard Odier SCmA
Switzerland
$29K – – –
JCM
1308
Jacobi Capital Management
Pennsylvania
$29K +$5.88K +27 +27%
BCM
1309
Brooktree Capital Management
Michigan
$29K +$27.2K +125 New
RWG
1310
Regal Wealth Group
California
$28K – – –
CA
1311
CXI Advisors
Indiana
$27K +$25.5K +117 New
LWM
1312
Liberty Wealth Management
California
$26K – – –
BWM
1313
BerganKDV Wealth Management
Minnesota
$26K +$5.88K +27 +31%
AWM
1314
Avondale Wealth Management
Texas
$25K – – –
CTB
1315
Country Trust Bank
Illinois
$25K +$17.6K +81 +289%
CHA
1316
Carmichael Hill & Associates
Maryland
$24K +$22.9K +105 New
AF
1317
Allworth Financial
California
$23K – – –
DOA
1318
D'Orazio & Associates
Virginia
$23K – – –
FCMT
1319
Founders Capital Management (Texas)
Texas
$23K – – –
ME
1320
McIlrath & Eck
Washington
$23K – – –
TCM
1321
Tradewinds Capital Management
Washington
$23K – – –
WOC
1322
West Oak Capital
California
$23K – – –
WLPWM
1323
Walled Lake Planning & Wealth Management
Illinois
$23K +$21.8K +100 New
MF
1324
Manchester Financial
California
$23K +$22.2K +102 New
BHWM
1325
Bay Harbor Wealth Management
Maryland
$22K -$21.3K -98 -51%
51 52
53
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