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AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
FGA
1376
Fortis Group Advisors
New Jersey
$251K +$258K +1,230 New
KCFA
1377
Key Client Fiduciary Advisors
New Jersey
$251K +$3.15K +15 +1%
CSPIA
1378
Cary Street Partners Investment Advisory
Virginia
$251K -$29K -138 -10%
HHGA
1379
Halbert Hargrove Global Advisors
California
$250K -$12.8K -61 -5%
FCA
1380
FinTrust Capital Advisors
South Carolina
$249K – – –
AWS
1381
AJ Wealth Strategies
New York
$248K +$629 +3 +0.2%
FCB
1382
First County Bank
Connecticut
$248K +$254K +1,213 New
HSA
1383
HBK Sorce Advisory
Pennsylvania
$246K +$253K +1,205 New
RSWM
1384
Robertson Stephens Wealth Management
California
$246K -$839 -4 -0.3%
JCM
1385
Janney Capital Management
Pennsylvania
$246K -$104K -497 -29%
IA
1386
Inspire Advisors
Idaho
$246K +$48.7K +232 +24%
CST
1387
Charles Schwab Trust
Nevada
$246K – – –
AA
1388
Alta Advisers
United Kingdom
$245K – – –
MIA
1389
Milestone Investment Advisors
Wisconsin
$243K +$249K +1,189 New
PAMG
1390
Patton Albertson Miller Group
Tennessee
$243K -$5.25K -25 -2%
HH
1391
Hilltop Holdings
Texas
$243K -$6.5K -31 -3%
NCM
1392
Northside Capital Management
Oregon
$241K -$6.5K -31 -3%
CA
1393
Claro Advisors
Massachusetts
$239K +$25K +119 +11%
QC
1394
Quent Capital
New York
$238K +$64.4K +307 +36%
LG
1395
LaFleur & Godfrey
Michigan
$238K +$2.94K +14 +1%
FCAG
1396
First Capital Advisors Group
New Jersey
$237K +$33.6K +160 +16%
ZIMP
1397
Zimmermann Investment Management & Planning
Pennsylvania
$237K +$1.05K +5 +0.4%
DIP
1398
DT Investment Partners
Pennsylvania
$237K -$8.39K -40 -3%
WA
1399
Wealth Architects
California
$237K -$629 -3 -0.3%
RMCM
1400
Reynders McVeigh Capital Management
Massachusetts
$237K -$44.1K -210 -15%
54 55
56
57 58