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AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
TC
851
Tacita Capital
Ontario, Canada
$1.02M +$9K +50 +0.8%
FCP
852
Fidelis Capital Partners
Florida
$1.02M +$628K +3,487 +128%
GI
853
GLOBALT Investments
Georgia
$1.01M -$42.8K -238 -4%
JIC
854
Joel Isaacson & Co
New York
$1.01M +$7.92K +44 +0.7%
WIA
855
World Investment Advisors
California
$1.01M -$76.1K -423 -7%
BOC
856
Barbara Oil Co
Illinois
$1.01M – – –
VF
857
Virtu Financial
New York
$1.01M -$2.02M -11,249 -65%
SIP
858
Stoneridge Investment Partners
Pennsylvania
$1.01M – – –
CGFA
859
Colton Groome Financial Advisors
North Carolina
$1M +$14.6K +81 +1%
BW
860
BIP Wealth
Georgia
$1M +$25.9K +144 +2%
AI
861
Atom Investors
Texas
$1M +$1.1M +6,124 New
AFAS
862
Acorn Financial Advisory Services
Virginia
$992K -$65K -361 -6%
KIA
863
Knollwood Investment Advisory
Maryland
$989K – – –
PP
864
Postrock Partners
Oregon
$984K – – –
AAM
865
AR Asset Management
California
$981K – – –
ACL
866
Applied Capital LLC
Florida
$965K +$8.64K +48 +0.8%
DWT
867
Dorsey & Whitney Trust
South Dakota
$962K -$192K -1,066 -15%
TM
868
TigerOak Management
New Mexico
$958K +$3.42K +19 +0.3%
BMWM
869
Brown Miller Wealth Management
Virginia
$956K +$14K +78 +1%
AIP
870
Ameritas Investment Partners
Nebraska
$951K -$48.1K -267 -4%
SF
871
Summit Financial
New Jersey
$949K -$13.5K -75 -1%
PDL
872
Portfolio Design Labs
California
$938K +$70.7K +393 +7%
BC
873
Burney Company
Virginia
$934K -$58.7K -326 -5%
OAM
874
Ostrum Asset Management
France
$933K -$751K -4,174 -42%
NL
875
Navalign LLC
California
$931K +$91.6K +509 +10%
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35
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