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AMD

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1451
Avaii Wealth Management
Wisconsin
$266K +$221K +2,714 New
BSW
1452
Buckingham Strategic Wealth
Missouri
$265K – – –
MLIC
1453
Mandatum Life Insurance Company
Finland
$265K +$220K +2,699 New
DP
1454
Dearborn Partners
Illinois
$264K -$118K -1,447 -35%
NAS
1455
Nicolet Advisory Services
Wisconsin
$263K +$232K +2,845 New
CCG
1456
Coastwise Capital Group
California
$261K +$217K +2,664 New
HIMC
1457
Heritage Investors Management Corp
Maryland
$261K +$217K +2,661 New
MW
1458
Marcum Wealth
Ohio
$261K +$216K +2,660 New
TLCM
1459
Twin Lakes Capital Management
California
$260K – – –
SIG
1460
Stonegate Investment Group
Alabama
$259K +$215K +2,645 New
OWM
1461
Opes Wealth Management
California
$259K -$40.7K -500 -16%
GFP
1462
Gryphon Financial Partners
Ohio
$259K +$215K +2,638 New
PSC
1463
Portman Square Capital
United Kingdom
$258K -$1M -12,333 -82%
TIA
1464
Tiemann Investment Advisors
California
$258K +$214K +2,628 New
VWM
1465
Vigilare Wealth Management
Arizona
$257K -$93.9K -1,154 -31%
GWM
1466
GoalFusion Wealth Management
Texas
$257K -$69.1K -849 -24%
NFG
1467
Nadler Financial Group
Illinois
$257K +$213K +2,619 New
VT
1468
Vise Technologies
New York
$256K +$213K +2,617 New
CWM
1469
C2C Wealth Management
Arizona
$256K +$226K +2,776 New
IP
1470
Ignite Planners
California
$255K +$217K +2,671 New
RCA
1471
Resonant Capital Advisors
Wisconsin
$255K +$212K +2,602 New
GA
1472
GFS Advisors
Texas
$255K -$163K -2,000 -43%
GCMG
1473
Gyroscope Capital Management Group
Florida
$255K +$212K +2,600 New
CIP
1474
Convergence Investment Partners
Florida
$254K +$211K +2,589 New
APG
1475
Abacus Planning Group
South Carolina
$254K +$211K +2,589 New
57 58
59
60 61