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AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
IIC
1326
Ironwood Investment Counsel
Arizona
$216K +$207K +837 New
WPA
1327
West Paces Advisors
Georgia
$216K – – –
MFW
1328
Meristem Family Wealth
Minnesota
$214K +$204K +826 New
CA
1329
Claro Advisors
Massachusetts
$213K +$204K +824 New
MJP
1330
Michael J. Puzo
$213K +$204K +825 New
HCA
1331
Harbour Capital Advisors
Virginia
$212K +$203K +820 New
QP
1332
Quilter Plc
United Kingdom
$211K +$202K +816 New
AMC
1333
Asset Management Corp
Illinois
$210K +$201K +814 New
BFPW
1334
BOK Financial Private Wealth
Colorado
$209K +$200K +809 New
FC
1335
Financial Consulate
Maryland
$208K +$199K +806 New
AW
1336
ACG Wealth
Georgia
$207K +$198K +802 New
BDF
1337
Balasa Dinverno & Foltz
$206K +$197K +797 New
AWM
1338
Apollon Wealth Management
South Carolina
$206K +$197K +798 New
LC
1339
LCNB Corp
Ohio
$204K +$195K +790 New
CTA
1340
Chesley Taft & Associates
Illinois
$202K +$193K +780 New
9WM
1341
9258 Wealth Management
Ohio
$201K +$192K +777 New
QSS
1342
Quantitative Systematic Strategies
Florida
$200K -$434K -1,755 -69%
SIM
1343
Sonora Investment Management
Arizona
$193K +$122K +494 +195%
PB
1344
Pinnacle Bancorp
Nebraska
$188K – – –
AWM
1345
AllSquare Wealth Management
New York
$181K – – –
ADL
1346
Asset Dedication LLC
California
$181K – – –
ED
1347
Exane Derivatives
France
$180K +$172K +694 +23,133%
AWM
1348
Atticus Wealth Management
Florida
$177K +$5.44K +22 +3%
TAIM
1349
TD Ameritrade Investment Management
Nebraska
$172K -$31.7K -128 -16%
LC
1350
Lindbrook Capital
California
$170K -$990 -4 -0.6%
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