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AMD

Name Holding Trade Value Shares
Change 		Change in
Stake
FWP
2076
Falcon Wealth Planning
California
$246K +$189K +1,737 New
BC
2077
Burney Company
Virginia
$246K -$99.7K -916 -35%
MCM
2078
MV Capital Management
Maryland
$246K -$1.09K -10 -0.6%
GCM
2079
Genus Capital Management
British Columbia, Canada
$245K +$188K +1,730 New
VWA
2080
VSM Wealth Advisory
Maryland
$245K +$51.4K +472 +38%
PFM
2081
Patton Fund Management
Texas
$245K +$188K +1,729 New
S
2082
Sunpointe
Missouri
$245K +$188K +1,724 New
FIC
2083
Family Investment Center
Missouri
$244K +$187K +1,719 New
AFA
2084
American Financial Advisors
Georgia
$244K +$187K +1,716 New
KCPG
2085
Kavar Capital Partners Group
Kansas
$244K +$187K +1,716 New
KF
2086
KKM Financial
Illinois
$243K +$150K +1,376 New
OFO
2087
OneAscent Family Office
Alabama
$243K +$186K +1,711 New
AAB
2088
ABN AMRO Bank
Netherlands
$243K +$185K +1,702 New
GCM
2089
Gables Capital Management
Florida
$242K -$46.3K -425 -20%
HWA
2090
HHM Wealth Advisors
Tennessee
$242K +$4.36K +40 +2%
RSF
2091
Rik Saylor Financial
Ohio
$241K +$185K +1,698 New
LAS
2092
Lloyd Advisory Services
Georgia
$241K +$185K +1,696 New
GWP
2093
Gateway Wealth Partners
Wisconsin
$240K +$184K +1,691 New
LPT
2094
Legacy Private Trust
Wisconsin
$240K -$45.1K -414 -20%
LOAMU
2095
Lombard Odier Asset Management (USA)
New York
$240K +$184K +1,690 New
ICP
2096
Impact Capital Partners
Colorado
$239K +$184K +1,687 New
FH
2097
FWG Holdings
Florida
$239K +$147K +1,350 New
CFS
2098
Commonwealth Financial Services
West Virginia
$238K +$183K +1,679 New
C
2099
Covestor
United Kingdom
$238K +$65.6K +603 +56%
ES
2100
Eagle Strategies
New York
$238K +$182K +1,676 New
82 83
84
85 86