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AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
WHG
701
Westwood Holdings Group
Texas
$1.47M +$60.8K +279 +5%
BAM
702
Belpointe Asset Management
Nevada
$1.46M +$164K +753 +13%
FHB
703
First Hawaiian Bank
Hawaii
$1.45M -$223K -1,025 -14%
BAC
704
Boys Arnold & Co
North Carolina
$1.45M +$45.7K +210 +3%
WP
705
WMS Partners
Maryland
$1.44M -$37.2K -171 -3%
MERSOM
706
Municipal Employees' Retirement System of Michigan
Michigan
$1.44M +$15.2K +70 +1%
SFSIG
707
San Francisco Sentry Investment Group
California
$1.43M -$871 -4 -0.1%
CI
708
Cavalier Investments
Georgia
$1.43M +$1.35M +6,200 New
DWM
709
Doyle Wealth Management
Florida
$1.42M +$13.7K +63 +1%
YWP
710
YorkBridge Wealth Partners
New York
$1.42M +$27.9K +128 +2%
LB
711
Landmark Bank
Missouri
$1.42M -$83.6K -384 -6%
CFG
712
Capstone Financial Group
Oklahoma
$1.42M +$1.35M +6,175 New
MLL
713
Moody Lynn & Lieberson
Massachusetts
$1.42M -$3.68M -16,878 -73%
MBTD
714
Mechanics Bank - Trust Department
California
$1.42M +$98K +450 +8%
CCM
715
Covington Capital Management
California
$1.4M +$238K +1,091 +22%
BOC
716
Barbara Oil Co
Illinois
$1.38M – – –
BWM
717
Baystate Wealth Management
Massachusetts
$1.38M +$5.23K +24 +0.4%
IDBONY
718
Israel Discount Bank of New York
New York
$1.37M +$78.9K +362 +6%
SFSG
719
Sound Financial Strategies Group
Mississippi
$1.37M +$1.3M +5,946 New
SNT
720
Security National Trust
West Virginia
$1.35M +$30.5K +140 +2%
VIA
721
Vident Investment Advisory
Georgia
$1.33M +$110K +503 +10%
AC
722
Arjuna Capital
North Carolina
$1.32M +$16.3K +75 +1%
SCA
723
Stokes Capital Advisors
South Carolina
$1.31M -$64.3K -295 -5%
BS
724
Banco Santander
Spain
$1.31M +$173K +794 +16%
MWM
725
Madison Wealth Management
Ohio
$1.31M +$1.24M +5,698 New
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