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AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
901
Sagespring Wealth Partners
Tennessee
$1.13M +$179K +828 +19%
AFG
902
ABLE Financial Group
Arizona
$1.13M -$62.8K -291 -5%
WA
903
Wealth Alliance
New York
$1.12M +$48.8K +226 +5%
TTIC
904
Tower Trust & Investment Company
Iowa
$1.12M +$32.8K +152 +3%
WPW
905
Waldron Private Wealth
Pennsylvania
$1.12M -$10.4K -48 -0.9%
BRWA
906
B. Riley Wealth Advisors
Florida
$1.12M +$1.09M +5,046 New
CFSG
907
Community Financial Services Group
Vermont
$1.11M -$5.61K -26 -0.5%
TRIA
908
Trail Ridge Investment Advisors
Colorado
$1.11M – – –
SACTSONJ
909
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.11M – – –
AC
910
Allstate Corporation
Illinois
$1.1M -$6.62M -30,674 -86%
NG
911
Norden Group
Utah
$1.1M +$50.3K +233 +5%
CC
912
Chicago Capital
Illinois
$1.1M +$6.48K +30 +0.6%
SFS
913
Sowell Financial Services
Arkansas
$1.1M -$408K -1,889 -28%
ANTB
914
AMG National Trust Bank
Colorado
$1.09M -$33K -153 -3%
IBOK
915
Independence Bank of Kentucky
Kentucky
$1.09M -$86.6K -401 -8%
FA
916
Fiduciary Alliance
South Carolina
$1.09M -$77.5K -359 -7%
GWM
917
Gibbs Wealth Management
Georgia
$1.09M +$179K +831 +20%
MIM
918
MTM Investment Management
South Carolina
$1.08M -$216 -1 -0%
NWM
919
Nicola Wealth Management
British Columbia, Canada
$1.08M -$518K -2,400 -33%
NB
920
Nicolet Bankshares
Wisconsin
$1.08M +$1.08K +5 +0.1%
RCM
921
RB Capital Management
Nevada
$1.07M -$38.4K -178 -4%
BW
922
BIP Wealth
Georgia
$1.07M +$30.4K +141 +3%
ET
923
Equitable Trust
Tennessee
$1.07M +$36.1K +167 +4%
CPR
924
CSU Producer Resources
Ohio
$1.06M – – –
AIP
925
Alapocas Investment Partners
Massachusetts
$1.06M -$207K -960 -17%
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