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AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
CSA
751
Cottage Street Advisors
Massachusetts
$1.84M -$4.11K -16 -0.2%
BWM
752
Baystate Wealth Management
Massachusetts
$1.84M +$487K +1,896 +28%
MWA
753
Meridian Wealth Advisors
Texas
$1.84M -$499K -1,942 -19%
SWM
754
Salvus Wealth Management
New Jersey
$1.83M +$9.51K +37 +0.4%
PG
755
Pendal Group
Australia
$1.81M -$257K -1,000 -11%
B
756
Bensler
Washington
$1.8M +$31.3K +122 +1%
TAM
757
Townsend Asset Management
North Carolina
$1.8M -$15.4K -60 -0.7%
GF
758
Gries Financial
Ohio
$1.8M -$766K -2,980 -26%
OPCM
759
Osborne Partners Capital Management
California
$1.79M – – –
ATC
760
Argent Trust Co
Tennessee
$1.77M +$67.3K +262 +3%
FF
761
Fluent Financial
Texas
$1.76M -$37K -144 -2%
AI
762
Atom Investors
Texas
$1.76M +$2.11M +8,205 New
SFS
763
Stiles Financial Services
Minnesota
$1.75M +$109K +423 +5%
BO
764
BRR OpCo
Ohio
$1.75M -$103K -401 -5%
BWM
765
BNC Wealth Management
Oregon
$1.75M +$16.7K +65 +0.8%
CL
766
CPWM LLC
Washington
$1.75M +$32.1K +125 +2%
SIMG
767
Sonora Investment Management Group
Arizona
$1.74M – – –
MYAM
768
Meiji Yasuda Asset Management
Japan
$1.74M -$182K -710 -8%
JC
769
Jacobs & Co
California
$1.73M +$5.65K +22 +0.3%
SLI
770
Sumitomo Life Insurance
Japan
$1.72M -$316K -1,229 -13%
AT
771
Arden Trust
Delaware
$1.72M -$107K -417 -5%
FTDI
772
First Trust Direct Indexing
Massachusetts
$1.71M -$128K -499 -6%
IB
773
Intrust Bank
Kansas
$1.7M -$109K -424 -5%
JAM
774
Jupiter Asset Management
United Kingdom
$1.67M +$2M +7,784 New
RCM
775
RB Capital Management
Nevada
$1.66M +$140K +543 +8%
29 30
31
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