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AMD

Name Holding Trade Value Shares
Change 		Change in
Stake
BTWM
1551
Baker Tilly Wealth Management
Wisconsin
$219K +$182K +2,234 New
CA
1552
Carson Advisory
Georgia
$219K +$182K +2,231 New
TCBWMS
1553
Texas Capital Bank Wealth Management Services
Texas
$218K +$181K +2,228 New
ATFA
1554
All Terrain Financial Advisors
Minnesota
$217K – – –
WB
1555
Webster Bank
Connecticut
$217K – – –
QFA
1556
Quantum Financial Advisors
California
$217K +$180K +2,209 New
WAAG
1557
Wealth Alliance Advisory Group
Kansas
$216K +$180K +2,207 New
CSWG
1558
Cardinal Strategic Wealth Guidance
Kentucky
$216K +$179K +2,202 New
HWA
1559
Heritage Wealth Advisors
Virginia
$215K -$4.07K -50 -2%
AA
1560
ALPS Advisors
Colorado
$215K -$155K -1,905 -47%
SRC
1561
Sage Rhino Capital
California
$214K +$178K +2,184 New
WSWA
1562
Warren Street Wealth Advisors
California
$213K +$177K +2,176 New
IFS
1563
Ifrah Financial Services
Arkansas
$213K +$177K +2,169 New
TWM
1564
Tradition Wealth Management
Minnesota
$212K +$95.2K +1,170 +117%
ECM
1565
Estabrook Capital Management
New York
$212K – – –
FFA
1566
Farther Finance Advisors
California
$211K +$28.5K +350 +19%
HPM
1567
Hoxton Planning & Management
West Virginia
$211K +$175K +2,156 New
ESB
1568
Essex Savings Bank
Connecticut
$211K +$175K +2,154 New
KA
1569
Kercheville Advisors
Texas
$211K +$175K +2,150 New
W
1570
WealthOne
New York
$210K +$175K +2,145 New
WPC
1571
White Pine Capital
Minnesota
$210K +$174K +2,142 New
BFC
1572
Bedel Financial Consulting
Indiana
$209K +$174K +2,133 New
CWP
1573
Concord Wealth Partners
Virginia
$209K -$4.96K -61 -3%
PSC
1574
Prentiss Smith & Co
Vermont
$209K +$173K +2,128 New
GPA
1575
Guerra Pan Advisors
New Jersey
$206K +$171K +2,105 New
61 62
63
64 65