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AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
826
Cadence Capital Management
Massachusetts
$578K +$63.7K +363 +14%
EC
827
EMS Capital
New York
$574K -$538K -3,066 -51%
RMAM
828
Raab & Moskowitz Asset Management
New Jersey
$571K -$83.3K -475 -14%
SCM
829
Sandler Capital Management
New York
$571K +$158K +900 +45%
6M
830
6 Meridian
Kansas
$570K -$72.1K -411 -12%
SBIA
831
Sheaff Brock Investment Advisors
Indiana
$563K +$33.5K +191 +7%
FFC
832
First Financial Corp
Indiana
$561K -$32.1K -183 -6%
CP
833
Covenant Partners
Tennessee
$561K – – –
IIM
834
Ipswich Investment Management
Massachusetts
$556K -$93K -530 -16%
BPWA
835
Beacon Pointe Wealth Advisors
California
$554K -$2.63K -15 -0.5%
DTL
836
Dynamic Technology Lab
Singapore
$552K -$87.7K -500 -15%
IG
837
Ithaka Group
Virginia
$552K – – –
MGIA
838
Moneta Group Investment Advisors
Missouri
$542K -$30K -171 -6%
MCM
839
Manchester Capital Management
Vermont
$540K +$73K +416 +18%
LSAG
840
Lake Street Advisors Group
New Hampshire
$535K +$20.2K +115 +4%
RWM
841
Raffa Wealth Management
District of Columbia
$533K +$168K +959 +55%
BCMO
842
Buckingham Capital Management (Ohio)
Ohio
$532K – – –
LC
843
Lincoln Capital
Nebraska
$532K – – –
SCM
844
Schnieders Capital Management
California
$532K – – –
IFWM
845
Institute for Wealth Management
Colorado
$527K +$72.1K +411 +18%
CFA
846
Carroll Financial Associates
North Carolina
$523K -$21.4K -122 -4%
BJL
847
Brighton Jones LLC
Washington
$521K +$146K +830 +46%
WC
848
Woodstock Corp
Massachusetts
$520K +$4.74K +27 +1%
VWM
849
Venturi Wealth Management
Texas
$519K -$127K -724 -21%
DC
850
DeDora Capital
California
$518K +$228K +1,301 +98%
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