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AMD

Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
1201
Rezny Wealth Management
Florida
$6.37M +$243K +592 +6%
CBTWT
1202
Community Bank & Trust (Waco, Texas)
Texas
$6.37M -$281K -686 -6%
MCWS
1203
McKinley Carter Wealth Services
West Virginia
$6.36M +$4.49M +10,947 New
KWS
1204
Keystone Wealth Services
California
$6.34M +$196K +478 +5%
PWM
1205
Palacios Wealth Management
Florida
$6.34M -$413K -1,007 -8%
LWAM
1206
Legacy Wealth Asset Management
Minnesota
$6.33M -$679K -1,655 -13%
BIA
1207
Beacon Investment Advisors
Maryland
$6.32M -$410 -1 -0%
NIA
1208
NIA Impact Advisors
California
$6.32M -$491K -1,197 -10%
VIS
1209
Vega Investment Solutions
France
$6.31M -$495K -1,208 -10%
HIC
1210
Holderness Investments Company
North Carolina
$6.31M +$115K +281 +3%
AWM
1211
Avior Wealth Management
Nebraska
$6.29M -$1.76M -4,298 -28%
CFG
1212
Cooper Financial Group
California
$6.29M +$1.31M +3,200 +42%
OMC
1213
Oasis Management Company
Cayman Islands
$6.27M +$4.43M +10,800 New
SCM
1214
Sitrin Capital Management
California
$6.26M +$4.42M +10,769 New
CT
1215
Clearstead Trust
Maine
$6.24M +$71.3K +174 +2%
MWM
1216
Maridea Wealth Management
New York
$6.24M -$2.1M -5,115 -32%
BB
1217
Bell Bank
North Dakota
$6.23M +$78.3K +191 +2%
APP
1218
Avantax Planning Partners
Iowa
$6.22M -$210K -511 -5%
FAM
1219
Fulcrum Asset Management
United Kingdom
$6.2M -$838K -2,045 -15%
WIA
1220
Westview Investment Advisors
Vermont
$6.19M -$513K -1,252 -11%
GIA
1221
GHP Investment Advisors
Colorado
$6.19M +$203K +494 +5%
AWM
1222
Adams Wealth Management
Utah
$6.19M -$1.98M -4,834 -31%
CWM
1223
Centric Wealth Management
Illinois
$6.19M – – –
HCM
1224
Hollencrest Capital Management
California
$6.18M +$2.74M +6,671 +168%
ZIG
1225
Zullo Investment Group
Pennsylvania
$6.18M -$34.8K -85 -0.8%
47 48
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