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AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
FBC
1901
Fairfield, Bush & Co
Connecticut
– -$214K -1,114 Closed
CSA
1902
Cottage Street Advisors
Massachusetts
– -$213K -1,109 Closed
SPWM
1903
Schrum Private Wealth Management
Florida
– -$213K -1,109 Closed
CFG
1904
Cooper Financial Group
California
– -$213K -1,106 Closed
ACP
1905
Argyle Capital Partners
California
– -$212K -1,100 Closed
PA
1906
Procyon Advisors
Connecticut
– -$211K -1,099 Closed
PL
1907
Plancorp LLC
Missouri
– -$211K -1,096 Closed
SCI
1908
Silver Coast Investments
United States
– -$211K -1,096 Closed
TTWM
1909
TCV Trust & Wealth Management
Virginia
– -$211K -1,095 Closed
EL
1910
Essex LLC
Illinois
– -$210K -1,094 Closed
CS
1911
Cannell & Spears
New York
– -$210K -1,091 Closed
FCH
1912
Freestone Capital Holdings
Washington
– -$208K -1,083 Closed
NL
1913
NWAM LLC
Washington
– -$208K -1,079 Closed
BWP
1914
BSW Wealth Partners
Colorado
– -$207K -1,077 Closed
NBWM
1915
North Berkeley Wealth Management
California
– -$207K -1,074 Closed
PWP
1916
Precedent Wealth Partners
Texas
– -$207K -1,074 Closed
SAM
1917
Summit Asset Management
Tennessee
– -$206K -1,072 Closed
KA
1918
Klingman & Associates
New York
– -$205K -1,064 Closed
APWM
1919
Argonautica Private Wealth Management
Massachusetts
– -$204K -1,060 Closed
BIG
1920
Builder Investment Group
Georgia
– -$203K -1,053 Closed
MFG
1921
Mosaic Financial Group
Illinois
– -$202K -1,052 Closed
AWM
1922
Arista Wealth Management
Nevada
– -$202K -1,048 Closed
GPWM
1923
Grant Private Wealth Management
California
– -$201K -1,047 Closed
LCGC
1924
Legacy Capital Group California
California
– -$201K -1,043 Closed
EB
1925
Emprise Bank
Kansas
– -$200K -1,042 Closed
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77
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