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AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
IWS
801
Insight Wealth Strategies
California
$1.65M +$140K +557 +9%
MP
802
McDonald Partners
Ohio
$1.65M +$11.8K +47 +0.7%
GWCM
803
Godshalk Welsh Capital Management
Pennsylvania
$1.65M -$6.27K -25 -0.4%
RWM
804
RKL Wealth Management
Pennsylvania
$1.64M +$67.7K +270 +4%
LJAC
805
L.J. Altfest & Co
New York
$1.64M -$35.1K -140 -2%
TSWM
806
Triangle Securities Wealth Management
North Carolina
$1.64M +$17.3K +69 +1%
GAM
807
Griffin Asset Management
New York
$1.63M -$296K -1,181 -16%
WC
808
Westhampton Capital
North Carolina
$1.63M +$17.6K +70 +1%
NP
809
Ninepoint Partners
Ontario, Canada
$1.63M +$468K +1,864 +41%
CAAS
810
Capital Asset Advisory Services
Michigan
$1.63M +$127K +507 +9%
LF
811
Lee Financial
Texas
$1.63M -$20.1K -80 -1%
LB
812
Legacy Bridge
Iowa
$1.62M – – –
NFG
813
Nations Financial Group
Iowa
$1.61M -$31.6K -126 -2%
HCMT
814
Highland Capital Management (Tennessee)
Tennessee
$1.6M – – –
WAM
815
Werlinich Asset Management
Connecticut
$1.59M +$125K +500 +9%
CF
816
Centaurus Financial
California
$1.59M -$140K -556 -8%
CAM
817
Congress Asset Management
Massachusetts
$1.59M -$41.7K -166 -3%
UBG
818
United Bank (Georgia)
Georgia
$1.59M +$192K +764 +14%
BCM
819
Bayesian Capital Management
New York
$1.59M +$252K +1,004 +19%
AFS
820
Aft Forsyth & Sober
Florida
$1.58M – – –
TMAM
821
Tokio Marine Asset Management
Japan
$1.58M +$271K +1,082 +21%
WE
822
Wealth Effects
Massachusetts
$1.58M -$18.8K -75 -1%
FHB
823
First Hawaiian Bank
Hawaii
$1.58M +$314K +1,251 +25%
CB
824
Community Bank
New York
$1.57M – – –
MAM
825
Meeder Asset Management
Ohio
$1.57M +$459K +1,828 +42%
31 32
33
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