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AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
RDWM
726
Red Door Wealth Management
Tennessee
$2.21M +$170K +676 +8%
CCM
727
Covington Capital Management
California
$2.2M -$6.27K -25 -0.3%
CSA
728
Cottage Street Advisors
Massachusetts
$2.2M -$7.03K -28 -0.3%
LBC
729
Lawrence B. Cohen
$2.19M +$75.3K +300 +4%
IA
730
IFG Advisory
Georgia
$2.19M +$134K +534 +7%
SSG
731
Summit Securities Group
New York
$2.19M +$473K +1,886 +28%
BO
732
BRR OpCo
Ohio
$2.19M +$50.4K +201 +2%
SWM
733
Salvus Wealth Management
New Jersey
$2.17M -$15.6K -62 -0.7%
FTDI
734
First Trust Direct Indexing
Massachusetts
$2.16M +$215K +857 +11%
TAM
735
Townsend Asset Management
North Carolina
$2.16M -$222K -884 -9%
AT
736
Arden Trust
Delaware
$2.15M +$2.11M +8,404 New
SOAMC
737
Spirit of America Management Corp
New York
$2.15M +$75.3K +300 +4%
FF
738
Fluent Financial
Texas
$2.13M -$181K -721 -8%
IB
739
Intrust Bank
Kansas
$2.13M +$129K +516 +7%
OPCM
740
Osborne Partners Capital Management
California
$2.13M +$1.75M +6,994 +524%
B
741
Bensler
Washington
$2.12M +$10.5K +42 +0.5%
AFA
742
Abacus FCF Advisors
Florida
$2.1M -$84.3K -336 -4%
BWM
743
BNC Wealth Management
Oregon
$2.06M +$2.03M +8,075 New
JC
744
Jacobs & Co
California
$2.05M -$37.6K -150 -2%
LWAM
745
Legacy Wealth Asset Management
Minnesota
$2.05M -$34.9K -139 -2%
CL
746
CPWM LLC
Washington
$2.05M -$166K -662 -8%
NIMI
747
Natixis Investment Managers International
France
$2.04M +$576K +2,297 +40%
ATC
748
Argent Trust Co
Tennessee
$2.04M +$173K +691 +9%
MGP
749
Metis Global Partners
California
$2.01M +$172K +686 +10%
MMG
750
Monetary Management Group
Missouri
$2M – – –
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