Physician Wealth Advisors
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Physician Wealth Advisors’s AMES National ATLO Stock Holding History

Physician Wealth Advisors’s Portfolio ATLO Stock Details ATLO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-17
Closed -$504 – 2460
2026
Q2 		$504 Buy
+17
New +$492 ﹤0.01% 2127

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Larry Mathis Financial Planning
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Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
West Financial Advisors
West Financial Advisors Des Moines, Iowa $665M AUM 10.35% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
City State Bank
City State Bank Norwalk, Iowa $441M AUM 23.97% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
EverSource Wealth Advisors
EverSource Wealth Advisors Birmingham, Alabama $3.11B AUM 21.48% 1-Year Est. Return

Physician Wealth Advisors's ATLO Position: Q3 2026 in Review

Physician Wealth Advisors sold out of AMES National (ATLO) in Q3 2026, closing a stake of 17 shares — an estimated $504 sold.

Physician Wealth Advisors first reported a position in ATLO in Q2 2026 and held it in 1 quarter. The position peaked at $504 in Q2 2026. 23 funds tracked by Wall St. Rank hold ATLO as of Q3 2026.

  • Physician Wealth Advisors reported no remaining AMES National position as of Q3 2026 after selling out during the quarter.
  • Physician Wealth Advisors sold 17 AMES National shares in Q3 2026, an estimated $504.
  • Physician Wealth Advisors first reported a position in AMES National in Q2 2026 and held it in 1 quarter.
  • Physician Wealth Advisors's AMES National position peaked at $504 in Q2 2026.
  • 23 funds tracked by Wall St. Rank held AMES National as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.