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AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
701
Clearstead Advisors
Ohio
$401K +$897 +7 +0.2%
NB
702
Nicolet Bankshares
Wisconsin
$400K +$26.4K +206 +7%
ECM
703
ETrade Capital Management
Virginia
$398K -$17.3K -135 -4%
HCM
704
Horrell Capital Management
Arkansas
$397K – – –
BRWA
705
B. Riley Wealth Advisors
Florida
$396K +$382K +2,979 New
PP
706
Paloma Partners
Connecticut
$396K +$384K +3,000 New
FMWA
707
Forvis Mazars Wealth Advisors
Missouri
$392K +$7.81K +61 +2%
FNT
708
First National Trust
Pennsylvania
$392K +$164K +1,283 +77%
MC
709
Muzinich & Co
New York
$388K +$147K +1,144 +64%
VIA
710
Vident Investment Advisory
Georgia
$385K -$67.3K -525 -26%
BW
711
Bison Wealth
Georgia
$382K +$78.3K +611 +27%
SCM
712
Shelton Capital Management
Colorado
$380K -$36.8K -287 -9%
BFA
713
Beaumont Financial Advisors
Massachusetts
$376K -$169K -1,317 -32%
VFA
714
Voya Financial Advisors
Connecticut
$366K -$384 -3 -0.1%
WS
715
Wedbush Securities
California
$365K -$10.6K -83 -3%
PP
716
Prudential plc
United Kingdom
$364K -$46.4K -362 -12%
KA
717
Kovack Advisors
Florida
$362K +$128K +996 +57%
LC
718
Lincoln Capital
Nebraska
$361K – – –
SCM
719
Sandler Capital Management
New York
$357K -$4.78M -37,300 -93%
BCMO
720
Buckingham Capital Management (Ohio)
Ohio
$357K – – –
CFA
721
Carroll Financial Associates
North Carolina
$357K – – –
LCM
722
Laurion Capital Management
New York
$357K +$346K +2,700 New
QIM
723
Quest Investment Management
Oregon
$355K – – –
RCM
724
RB Capital Management
Nevada
$353K +$52.8K +412 +18%
AHB
725
Abner Herrman & Brock
New Jersey
$350K +$16.7K +130 +5%
27 28
29
30 31