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AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
1301
Baron Wealth Management
Michigan
$318K +$52.5K +252 +18%
VCM
1302
Violich Capital Management
California
$317K +$344K +1,650 New
AA
1303
Armis Advisers
Georgia
$317K +$373K +1,792 New
LJAC
1304
L.J. Altfest & Co
New York
$316K -$65.4K -314 -16%
WSFS
1305
Wilmington Savings Fund Society
Delaware
$315K -$1.19M -5,689 -78%
PFC
1306
Phocas Financial Corp
California
$315K -$39.8K -191 -10%
PCM
1307
Palisade Capital Management
New Jersey
$314K +$6.88K +33 +2%
AWM
1308
Angeles Wealth Management
California
$314K -$55K -264 -14%
FBB
1309
Fulton Breakefield Broenniman
Maryland
$313K -$833 -4 -0.2%
CA
1310
Crumly & Associates
Illinois
$313K +$122K +586 +56%
SSWM
1311
Sheets Smith Wealth Management
North Carolina
$310K – – –
PCS
1312
Personal CFO Solutions
New Jersey
$310K -$66.5K -319 -17%
QCIG
1313
Quad-Cities Investment Group
Iowa
$309K +$1.04K +5 +0.3%
AA
1314
ALPS Advisors
Colorado
$308K +$85.2K +409 +34%
VAG
1315
VisionPoint Advisory Group
Texas
$307K +$208 +1 +0.1%
EFA
1316
Evernest Financial Advisors
Indiana
$307K -$2.5K -12 -0.7%
QC
1317
Quent Capital
New York
$307K +$13.3K +64 +4%
MWM
1318
MBE Wealth Management
Wisconsin
$306K -$32.5K -156 -9%
CCA
1319
Childress Capital Advisors
Texas
$305K -$53.8K -258 -14%
V
1320
ViaWealth
Kansas
$305K -$69.6K -334 -17%
VAM
1321
Verity Asset Management
North Carolina
$304K -$81.7K -392 -20%
ARMT
1322
Amica Retiree Medical Trust
Rhode Island
$303K – – –
SWA
1323
Stratos Wealth Advisors
Ohio
$303K -$42.7K -205 -12%
IA
1324
Integrity Alliance
Iowa
$302K +$96K +461 +41%
IFWM
1325
Institute for Wealth Management
Colorado
$302K -$26.9K -129 -8%
51 52
53
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