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AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
HHGA
1351
Halbert Hargrove Global Advisors
California
$272K -$18.7K -90 -7%
GWS
1352
Glassman Wealth Services
Virginia
$271K -$2.08K -10 -0.8%
IF
1353
Insight Folios
North Carolina
$270K -$6.45K -31 -2%
NJBEST
1354
New Jersey Better Educational Savings Trust
New Jersey
$268K – – –
RCA
1355
Ranch Capital Advisors
Florida
$267K +$5.62K +27 +2%
VT
1356
Vise Technologies
New York
$267K +$263K +1,262 New
T
1357
TCWP
Ohio
$266K -$10.2K -49 -4%
NB
1358
NBT Bank
New York
$265K -$29.1K -140 -10%
OWP
1359
Obermeyer Wealth Partners
Colorado
$261K – – –
LWM
1360
Ledge Wealth Management
Minnesota
$261K – – –
DIP
1361
DT Investment Partners
Pennsylvania
$261K +$29.1K +140 +13%
HH
1362
Hilltop Holdings
Texas
$258K +$9.37K +45 +4%
RSWM
1363
Robertson Stephens Wealth Management
California
$258K +$251K +1,208 New
FCP
1364
Fidelis Capital Partners
Florida
$257K +$244K +1,174 New
FCH
1365
Freestone Capital Holdings
Washington
$257K -$52.9K -254 -17%
KCFA
1366
Key Client Fiduciary Advisors
New Jersey
$257K +$252K +1,213 New
AA
1367
Ancora Advisors
Ohio
$257K -$59.5K -286 -19%
AWS
1368
AJ Wealth Strategies
New York
$257K +$22.9K +110 +10%
PAMG
1369
Patton Albertson Miller Group
Tennessee
$257K +$624 +3 +0.2%
NCM
1370
Northside Capital Management
Oregon
$257K +$6.45K +31 +3%
FANJ
1371
Financial Architects (New Jersey)
New Jersey
$256K -$9.78K -47 -4%
CST
1372
Charles Schwab Trust
Nevada
$255K – – –
AA
1373
Alta Advisers
United Kingdom
$254K – – –
AI
1374
Accredited Investors
Minnesota
$252K -$13.7K -66 -5%
VC
1375
Veery Capital
Delaware
$250K -$624 -3 -0.3%
53 54
55
56 57