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AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
BCWM
501
Bartlett & Co Wealth Management
Ohio
$4.62M -$454K -2,523 -8%
MKA
502
M. Kulyk & Associates
Georgia
$4.54M +$357K +1,985 +8%
FG
503
Fiduciary Group
Georgia
$4.54M -$236K -1,313 -5%
RWA
504
Roberts Wealth Advisors
California
$4.53M +$194K +1,076 +4%
AG
505
Algert Global
California
$4.48M +$194K +1,080 +4%
JC
506
Jacobs & Co
California
$4.44M -$1.82M -10,088 -27%
SC
507
SummitTX Capital
Texas
$4.42M +$4.86M +27,023 New
MWM
508
Mission Wealth Management
California
$4.37M +$4.43M +24,617 +1,170%
TAMH
509
Taikang Asset Management (HK)
Hong Kong
$4.35M -$491K -2,725 -9%
VWM
510
Valley Wealth Managers
New Jersey
$4.35M +$129K +714 +3%
HIMCH
511
Hartford Investment Management Co (HIMCO)
Connecticut
$4.21M -$166K -921 -3%
GCP
512
GSA Capital Partners
United Kingdom
$4.18M +$2.1M +11,653 +84%
PMG
513
ProVise Management Group
Florida
$4.14M +$1.15M +6,395 +34%
TPCW
514
TD Private Client Wealth
New York
$4.13M +$57.6K +320 +1%
MOS
515
MGO One Seven
Ohio
$4.11M +$321K +1,783 +8%
CCM
516
Coldstream Capital Management
Washington
$4.05M -$295K -1,638 -6%
SCM
517
Sophron Capital Management
New Jersey
$4.04M +$625K +3,470 +16%
LCM
518
Liberty Capital Management
Michigan
$3.99M +$4.39M +24,414 New
PFA
519
Perryman Financial Advisory
Texas
$3.93M +$205K +1,137 +5%
LSERS
520
Louisiana State Employees Retirement System
Louisiana
$3.89M -$18K -100 -0.4%
BEI
521
Benjamin Edwards Inc
Missouri
$3.89M +$387K +2,149 +10%
WAM
522
Weiss Asset Management
Massachusetts
$3.89M +$4.28M +23,761 New
PGFC
523
Peapack-Gladstone Financial Corp
New Jersey
$3.87M -$88K -489 -2%
AWM
524
Apollon Wealth Management
South Carolina
$3.85M +$2.96M +16,416 +230%
GCA
525
GSI Capital Advisors
California
$3.85M +$67.3K +374 +2%
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