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AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
DMBA
1301
Deseret Mutual Benefit Administrators
Utah
$364K -$18.3K -75 -5%
RPWA
1302
Regent Peak Wealth Advisors
Georgia
$363K -$2.68K -11 -0.8%
NO
1303
Ninety One
South Africa
$362K -$204K -835 -37%
EDRH
1304
Edmond de Rothschild Holding
Switzerland
$362K +$230K +941 +188%
PAMG
1305
Patton Albertson Miller Group
Tennessee
$361K +$3.17K +13 +0.9%
VAM
1306
Vontobel Asset Management
New York
$360K +$4.39K +18 +1%
HKAM
1307
Horizon Kinetics Asset Management
New York
$359K -$732 -3 -0.2%
CCA
1308
Childress Capital Advisors
Texas
$359K +$35.1K +144 +11%
HWA
1309
HHM Wealth Advisors
Tennessee
$358K +$102K +417 +41%
AIM
1310
Anchor Investment Management
South Carolina
$358K -$2.93K -12 -0.8%
PCS
1311
Personal CFO Solutions
New Jersey
$357K +$11.2K +46 +3%
AA
1312
Ancora Advisors
Ohio
$356K – – –
BL
1313
Balentine LLC
Georgia
$356K +$3.66K +15 +1%
RG
1314
Rathbones Group
United Kingdom
$353K +$4.39K +18 +1%
DIM
1315
Delta Investment Management
California
$352K -$627K -2,571 -65%
MCM
1316
Manchester Capital Management
Vermont
$351K – – –
SVCP
1317
Silicon Valley Capital Partners
California
$351K +$1.95K +8 +0.6%
SCM
1318
Stevens Capital Management
Pennsylvania
$350K +$39.3K +161 +13%
MWM
1319
Marion Wealth Management
Pennsylvania
$349K +$14.6K +60 +5%
GRP
1320
Global Retirement Partners
California
$347K +$80.5K +330 +33%
CC
1321
Cornerstone Capital
California
$346K +$336K +1,377 New
GWSG
1322
GPS Wealth Strategies Group
Colorado
$345K +$63.4K +260 +23%
LI
1323
LMCG Investments
Massachusetts
$345K +$335K +1,373 New
IF
1324
Insight Folios
North Carolina
$340K +$72K +295 +28%
NP
1325
NorthRock Partners
Minnesota
$339K -$29.8K -122 -8%
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