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AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
WWC
1301
Waypoint Wealth Counsel
Georgia
$325K -$55.8K -266 -14%
IP
1302
Investment Partners
Ohio
$325K -$83.7K -399 -20%
CCFM
1303
Clear Creek Financial Management
Washington
$323K -$23.9K -114 -7%
WCF
1304
West Coast Financial
California
$322K -$85.8K -409 -21%
GKWIM
1305
Gerber Kawasaki Wealth & Investment Management
California
$322K -$29.4K -140 -8%
MCM
1306
Manchester Capital Management
Vermont
$322K +$36.7K +175 +13%
LA
1307
Legacy Advisors
Pennsylvania
$322K +$14.3K +68 +5%
MWM
1308
Modera Wealth Management
New Jersey
$318K -$3.99K -19 -1%
PPC
1309
Park Place Capital
Alabama
$318K +$6.71K +32 +2%
LA
1310
LVW Advisors
New York
$318K +$10.5K +50 +3%
SIA
1311
SkyView Investment Advisors
New Jersey
$317K +$33.6K +160 +12%
IG
1312
Ithaka Group
Virginia
$317K -$535K -2,550 -62%
SSWM
1313
Sheets Smith Wealth Management
North Carolina
$316K – – –
WA
1314
WESPAC Advisors
California
$313K +$321K +1,532 New
SIC
1315
Samalin Investment Counsel
New York
$312K +$84.3K +402 +36%
BCM
1316
Becker Capital Management
Oregon
$312K -$82.9K -395 -21%
OL
1317
Optas LLC
Texas
$312K -$49.7K -237 -13%
AG
1318
Ascent Group
Virginia
$311K +$103K +491 +48%
BA
1319
BCM Advisors
Louisiana
$311K – – –
CPWA
1320
Cerro Pacific Wealth Advisors
California
$310K +$94.6K +451 +42%
EWM
1321
Endurance Wealth Management
Rhode Island
$310K – – –
JE
1322
JMAC Enterprises
Pennsylvania
$309K +$317K +1,511 New
AC
1323
Allstate Corporation
Illinois
$308K -$3.89M -18,563 -92%
CC
1324
Cornerstone Capital
California
$308K -$2M -9,550 -86%
EWM
1325
Evermay Wealth Management
Virginia
$307K -$14.7K -70 -4%
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