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AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
1301
Sagewood Asset Management
New York
$273K +$283K +1,556 New
CCWM
1302
Cassaday & Co Wealth Management
Virginia
$273K +$283K +1,555 New
BP
1303
BBR Partners
New York
$271K +$280K +1,541 New
RP
1304
Riverwater Partners
Wisconsin
$270K +$10.2K +56 +4%
PFC
1305
Phocas Financial Corp
California
$270K -$18.4K -101 -6%
GKWIM
1306
Gerber Kawasaki Wealth & Investment Management
California
$269K +$61.1K +336 +28%
NG
1307
Novem Group
New York
$269K +$6.37K +35 +2%
EWM
1308
Evermay Wealth Management
Virginia
$268K +$34.6K +190 +14%
HIG
1309
Heritage Investment Group
Florida
$267K – – –
MWM
1310
Modera Wealth Management
New Jersey
$267K -$32.8K -180 -11%
SWM
1311
Spire Wealth Management
Virginia
$265K -$168K -921 -38%
PWM
1312
Pines Wealth Management
North Carolina
$265K +$3.82K +21 +1%
QCIG
1313
Quad-Cities Investment Group
Iowa
$264K -$18.6K -102 -6%
PCM
1314
Palisade Capital Management
New Jersey
$263K -$24.2K -133 -8%
CAG
1315
Csenge Advisory Group
Florida
$263K -$140K -769 -34%
HWP
1316
Hibernia Wealth Partners
Louisiana
$262K +$272K +1,493 New
DOA
1317
D'Orazio & Associates
Virginia
$262K +$17.8K +98 +7%
YWM
1318
Yoder Wealth Management
California
$262K +$13.1K +72 +5%
CA
1319
Claro Advisors
Massachusetts
$261K +$63.5K +349 +31%
AAMC
1320
Asset Allocation & Management Company
Illinois
$260K – – –
PWM
1321
Pursuit Wealth Management
Florida
$258K +$268K +1,472 New
APIM
1322
Agate Pass Investment Management
Washington
$258K – – –
IFWM
1323
Institute for Wealth Management
Colorado
$258K -$18.7K -103 -7%
BA
1324
BCM Advisors
Louisiana
$258K -$14.6K -80 -5%
HCM
1325
Hutner Capital Management
Vermont
$258K -$7.64K -42 -3%
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