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AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
GA
1651
GoalVest Advisory
New York
$45.3K -$76.9K -407 -66%
OA
1652
Operose Advisors
Wisconsin
$45.3K -$24.6K -130 -38%
HI
1653
Hoey Investments
Pennsylvania
$45.3K – – –
BL
1654
BFSG LLC
California
$43.2K +$37.8K +200 New
JWA
1655
JFS Wealth Advisors
Pennsylvania
$43K +$3.02K +16 +9%
CAM
1656
Chesapeake Asset Management
New York
$42.3K – – –
OC
1657
Oakworth Capital
Alabama
$42.3K +$22.7K +120 +158%
MLA
1658
MB, Levis & Associates
Pennsylvania
$41K – – –
SNB
1659
Security National Bank
Nebraska
$41K +$35.9K +190 New
ASBI
1660
American State Bank (Iowa)
Iowa
$38.9K – – –
DWA
1661
Dougherty Wealth Advisers
Minnesota
$38.9K – – –
VNA
1662
Valley National Advisers
Pennsylvania
$38K +$22.3K +118 +200%
RA
1663
Rational Advisors
New York
$38K – – –
EA
1664
Emerald Advisers
Pennsylvania
$37.8K – – –
UOTTAIMCU
1665
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$37.8K – – –
MFA
1666
McClarren Financial Advisors
Pennsylvania
$36K +$378 +2 +1%
FMP
1667
Financial Management Professionals
Texas
$36K +$2.08K +11 +7%
TIM
1668
Tortoise Investment Management
New York
$34.5K – – –
AFS
1669
Annapolis Financial Services
Maryland
$33.5K -$756 -4 -3%
VWA
1670
Valued Wealth Advisors
Utah
$32.9K +$37.8K +200 New
SN
1671
Sittner & Nelson
Oregon
$32.6K -$9.45K -50 -25%
AP
1672
Arlington Partners
Alabama
$32.2K +$28.2K +149 New
FPB
1673
First PREMIER Bank
South Dakota
$32K – – –
PWMG
1674
Private Wealth Management Group
New Jersey
$30.7K +$26.8K +142 New
TIM
1675
Thompson Investment Management
Wisconsin
$29.4K +$25.7K +136 New
65 66
67
68 69