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AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
NNP
1301
Nachman Norwood & Parrott
South Carolina
$255K +$6.51K +28 +3%
SGCA
1302
Steel Grove Capital Advisors
Tennessee
$254K +$263K +1,133 New
ECM
1303
Evergreen Capital Management
Washington
$253K -$328K -1,412 -56%
WAG
1304
Winthrop Advisory Group
Massachusetts
$253K -$16K -69 -6%
CWS
1305
Cypress Wealth Services
California
$252K +$261K +1,121 New
LPT
1306
Legacy Private Trust
Wisconsin
$251K -$37.9K -163 -13%
MYLI
1307
Meiji Yasuda Life Insurance
Japan
$248K -$144K -618 -36%
FCH
1308
Freestone Capital Holdings
Washington
$248K -$7.01M -30,159 -96%
CBFP
1309
Cedar Brook Financial Partners
Ohio
$244K +$2.56K +11 +1%
PFGIA
1310
Patriot Financial Group Insurance Agency
Massachusetts
$243K -$304K -1,307 -55%
FMII
1311
Farmers & Merchants Investments Inc
Nebraska
$243K – – –
SHWM
1312
Smith & Howard Wealth Management
Georgia
$243K – – –
HHGA
1313
Halbert Hargrove Global Advisors
California
$243K +$11.4K +49 +5%
PCS
1314
Personal CFO Solutions
New Jersey
$243K +$41.4K +178 +20%
CFG
1315
Cooper Financial Group
California
$242K +$16.7K +72 +7%
JFL
1316
Jarislowsky, Fraser Ltd
Quebec, Canada
$241K -$116K -500 -32%
MIM
1317
Moseley Investment Management
Florida
$241K +$23.7K +102 +11%
MA
1318
MANA Advisors
New York
$240K -$129K -557 -34%
LWA
1319
Lineweaver Wealth Advisors
Ohio
$240K +$9.07K +39 +4%
ATPW
1320
Ashton Thomas Private Wealth
Arizona
$239K -$94.2K -405 -28%
BMO
1321
Beck Mack & Oliver
New York
$239K -$10.7K -46 -4%
EFSCE
1322
Enterprise Financial Services Corp (EFSC)
Missouri
$239K -$232 -1 -0.1%
ESB
1323
Essex Savings Bank
Connecticut
$237K -$20.2K -87 -8%
OWP
1324
Obermeyer Wealth Partners
Colorado
$236K -$33.9K -146 -12%
AWM
1325
Altavista Wealth Management
North Carolina
$236K +$16.3K +70 +7%
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