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AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
1426
Cypress Asset Management
Texas
$222K – – –
MIM
1427
Moseley Investment Management
Florida
$221K – – –
AAMC
1428
Asset Allocation & Management Company
Illinois
$221K +$265K +1,031 New
WRM
1429
Weybosset Research & Management
Rhode Island
$220K +$263K +1,025 New
BA
1430
Ballast Advisors
Minnesota
$219K – – –
SIG
1431
Sargent Investment Group
Maryland
$219K – – –
SIM
1432
Sadoff Investment Management
Wisconsin
$219K +$5.65K +22 +2%
TFA
1433
Triad Financial Advisors
North Carolina
$218K – – –
EWM
1434
Endowment Wealth Management
Wisconsin
$218K +$8.99K +35 +4%
CWM
1435
Castle Wealth Management
Florida
$217K -$2.57K -10 -1%
ESB
1436
Essex Savings Bank
Connecticut
$216K +$21.6K +84 +9%
NCM
1437
Next Capital Management
New York
$216K +$258K +1,006 New
WFS
1438
Widmann Financial Services
Maryland
$215K – – –
ICM
1439
IMS Capital Management
Oregon
$215K – – –
PSB
1440
Piscataqua Savings Bank
New Hampshire
$215K – – –
FH
1441
FWG Holdings
Florida
$214K -$15.9K -62 -6%
TSW
1442
Thompson Siegel & Walmsley
Virginia
$212K – – –
JSW
1443
Journey Strategic Wealth
New Jersey
$212K +$253K +985 New
GWM
1444
Geneos Wealth Management
Colorado
$211K -$535K -2,082 -68%
CIC
1445
Chilton Investment Company
Connecticut
$208K – – –
WWM
1446
Windsor Wealth Management
Indiana
$208K – – –
PWMAG
1447
Pinnacle Wealth Management Advisory Group
New Jersey
$208K +$30.3K +118 +14%
BCM
1448
Blume Capital Management
California
$207K – – –
KWM
1449
Kolinsky Wealth Management
New Jersey
$207K +$12.6K +49 +5%
FPAS
1450
Focus Partners Advisor Solutions
Missouri
$204K +$37.5K +146 +18%
56 57
58
59 60