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AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
1301
Evermay Wealth Management
Virginia
$379K -$6.27K -25 -2%
LA
1302
Legacy Advisors
Pennsylvania
$378K +$36.9K +147 +11%
RMCM
1303
Reynders McVeigh Capital Management
Massachusetts
$376K -$17.3K -69 -4%
PCS
1304
Personal CFO Solutions
New Jersey
$375K +$11.8K +47 +3%
HAC
1305
Harbor Advisory Corp
New Hampshire
$373K -$14.6K -58 -4%
SAM
1306
Seelaus Asset Management
New Jersey
$373K – – –
DMBA
1307
Deseret Mutual Benefit Administrators
Utah
$373K +$2.01K +8 +0.6%
CC
1308
Cornerstone Capital
California
$370K +$17.6K +70 +5%
BAAM
1309
Baker Avenue Asset Management
California
$369K +$362K +1,444 New
BTI
1310
Blue Trust Inc
Georgia
$369K +$368K +1,467 New
AIM
1311
Anchor Investment Management
South Carolina
$369K +$4.77K +19 +1%
PAMG
1312
Patton Albertson Miller Group
Tennessee
$367K – – –
HKAM
1313
Horizon Kinetics Asset Management
New York
$365K – – –
CC
1314
Courier Capital
New York
$364K -$56.5K -225 -14%
VAM
1315
Vontobel Asset Management
New York
$360K -$9.54K -38 -3%
CAG
1316
Csenge Advisory Group
Florida
$359K -$122K -488 -26%
RDIA
1317
RE Dickinson Investment Advisors
Iowa
$359K -$12.3K -49 -3%
DIM
1318
Delta Investment Management
California
$359K +$502 +2 +0.1%
PCIA
1319
Prime Capital Investment Advisors
Kansas
$359K +$138K +549 +64%
MCM
1320
Manchester Capital Management
Vermont
$358K – – –
HWA
1321
HHM Wealth Advisors
Tennessee
$357K -$7.03K -28 -2%
PCP
1322
Proficio Capital Partners
Massachusetts
$356K +$37.9K +151 +12%
TC
1323
Trust Company
Kansas
$354K -$532K -2,122 -61%
IF
1324
Insight Folios
North Carolina
$352K +$6.27K +25 +2%
FWM
1325
FFT Wealth Management
Pennsylvania
$349K -$261K -1,040 -43%
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