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AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
901
Waverly Advisors
Alabama
$1.11M +$349K +1,750 +45%
NSB
902
Norway Savings Bank
Maine
$1.09M -$50.6K -254 -4%
IIM
903
INTECH Investment Management
Florida
$1.09M +$166K +831 +18%
CAG
904
Csenge Advisory Group
Florida
$1.09M +$3.98K +20 +0.4%
AO
905
Advisor OS
Illinois
$1.08M -$87K -437 -7%
MW
906
Marcum Wealth
Ohio
$1.08M -$7.77K -39 -0.7%
GRP
907
Global Retirement Partners
California
$1.08M +$174K +872 +19%
LB
908
Legacy Bridge
Iowa
$1.08M -$2.79K -14 -0.3%
NFG
909
Nations Financial Group
Iowa
$1.07M +$6.57K +33 +0.6%
CAM
910
Columbia Asset Management
Michigan
$1.07M – – –
MGWM
911
Marks Group Wealth Management
Minnesota
$1.07M +$1.08M +5,432 New
TRIA
912
Trail Ridge Investment Advisors
Colorado
$1.07M -$22.5K -113 -2%
CT
913
Chicago Trust
Illinois
$1.07M +$195K +981 +22%
AC
914
Annandale Capital
Texas
$1.07M – – –
QC
915
Quaero Capital
Switzerland
$1.07M -$697K -3,500 -39%
SG
916
StoneX Group
New York
$1.06M +$28.3K +142 +3%
WA
917
Wealth Alliance
New York
$1.06M +$167K +840 +19%
HKIMG
918
Hutchens & Kramer Investment Management Group
Indiana
$1.06M +$40.6K +204 +4%
TCOT
919
Trust Company of Toledo
Ohio
$1.05M +$728K +3,654 +217%
ST
920
Smithfield Trust
Pennsylvania
$1.05M -$7.97K -40 -0.7%
SIG
921
Stonegate Investment Group
Alabama
$1.05M +$5.58K +28 +0.5%
SCM
922
Stevens Capital Management
Pennsylvania
$1.05M +$1.06M +5,310 New
HCM
923
Hutner Capital Management
Vermont
$1.05M – – –
TWM
924
Thrive Wealth Management
Pennsylvania
$1.04M +$211K +1,060 +25%
SPA
925
Sherbrooke Park Advisers
New York
$1.04M +$1.05M +5,254 New
35 36
37
38 39