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AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
RIA
901
Realta Investment Advisors
Delaware
$739K +$410K +1,762 +108%
VC
902
Veracity Capital
Georgia
$736K +$35.1K +151 +5%
CWA
903
Clarus Wealth Advisors
Arizona
$735K -$17.7K -76 -2%
BP
904
Ballentine Partners
Massachusetts
$732K +$66.6K +286 +9%
OPPTF
905
OPSEU Pension Plan Trust Fund
Ontario, Canada
$732K +$814K +3,499 New
GWM
906
Geneos Wealth Management
Colorado
$727K -$197K -845 -20%
QCIG
907
Quad-Cities Investment Group
Iowa
$727K +$35.6K +153 +5%
LWM
908
Laidlaw Wealth Management
New York
$724K +$155K +668 +25%
HGWM
909
Horst & Graben Wealth Management
Oregon
$720K +$769K +3,305 New
PAA
910
Peregrine Asset Advisers
Oregon
$719K -$2.74M -11,789 -78%
WAM
911
Weatherly Asset Management
California
$718K -$64K -275 -8%
ECAM
912
East Coast Asset Management
Massachusetts
$717K – – –
EWM
913
Elmwood Wealth Management
California
$716K +$562K +2,413 +96%
TCM
914
Tributary Capital Management
Nebraska
$713K -$128K -550 -14%
KWM
915
Keebeck Wealth Management
Illinois
$710K +$301K +1,293 +66%
BPA
916
Beacon Pointe Advisors
California
$708K +$758K +3,256 New
TWI
917
Thomas White International
Illinois
$705K – – –
BA
918
Bristlecone Advisors
Washington
$704K -$181K -776 -19%
CB
919
CNB Bank
Pennsylvania
$702K -$98.4K -423 -12%
SW
920
StrongBox Wealth
Missouri
$701K +$749K +3,218 New
MPI
921
Mairs & Power Inc
Minnesota
$691K – – –
PAS
922
Partnervest Advisory Services
California
$690K +$269K +1,157 +58%
HW
923
Hancock Whitney
Mississippi
$682K -$64K -275 -8%
BDS
924
Banco de Sabadell
Florida
$679K -$1.91M -8,213 -73%
OFS
925
Orrstown Financial Services
Pennsylvania
$678K -$44K -189 -6%
35 36
37
38 39