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AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
FCB
1351
First County Bank
Connecticut
$301K -$62.1K -312 -17%
WIM
1352
Waverton Investment Management
United Kingdom
$301K +$30.3K +152 +11%
AAS
1353
Ameritas Advisory Services
Nebraska
$300K -$58K -291 -15%
AA
1354
Advisory Alpha
Michigan
$299K -$99K -497 -25%
WGC
1355
Watts Gwilliam & Co
Arizona
$298K +$317K +1,592 New
HWA
1356
Heartwood Wealth Advisors
Virginia
$298K – – –
SGCA
1357
Steel Grove Capital Advisors
Tennessee
$297K +$299K +1,503 New
PWMAG
1358
Pinnacle Wealth Management Advisory Group
New Jersey
$297K +$87.8K +441 +42%
YWM
1359
Yoder Wealth Management
California
$296K +$298K +1,497 New
WA
1360
WESPAC Advisors
California
$296K -$126K -632 -30%
CAL
1361
Capital Advisors Ltd
Ohio
$293K +$5.58K +28 +2%
PWPS
1362
Pinnacle Wealth Planning Services
Ohio
$293K -$2.19K -11 -0.7%
CWM
1363
Calamos Wealth Management
Illinois
$292K +$5.18K +26 +2%
CAM
1364
Cozad Asset Management
Illinois
$291K +$20.5K +103 +8%
WANY
1365
Wealthspire Advisors (New York)
New York
$291K -$44.8K -225 -13%
DIP
1366
DT Investment Partners
Pennsylvania
$287K – – –
NL
1367
NWAM LLC
Washington
$287K -$17.3K -87 -5%
EFM
1368
E Fund Management
China
$286K +$289K +1,449 New
SAM
1369
Seelaus Asset Management
New Jersey
$285K – – –
FBT
1370
First Bankers Trust
Kentucky
$284K +$4.78K +24 +2%
CCM
1371
Copeland Capital Management
Pennsylvania
$284K -$1.39K -7 -0.5%
XF
1372
XML Financial
Maryland
$284K +$39.6K +199 +16%
WAAG
1373
Wealth Alliance Advisory Group
Kansas
$284K – – –
SVWAG
1374
Sound View Wealth Advisors Group
Georgia
$283K -$52.6K -264 -16%
EFA
1375
Evernest Financial Advisors
Indiana
$283K -$46K -231 -12%
53 54
55
56 57