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AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
IA
901
IFP Advisors
Florida
$959K -$171K -820 -14%
NG
902
Norden Group
Utah
$957K -$4.38K -21 -0.4%
ANTB
903
AMG National Trust Bank
Colorado
$955K +$3.13K +15 +0.3%
CC
904
Chicago Capital
Illinois
$954K -$6.25K -30 -0.6%
LWM
905
Lakeridge Wealth Management
Ohio
$953K -$89K -427 -8%
BTWM
906
Baker Tilly Wealth Management
Wisconsin
$951K +$50K +240 +5%
CFFP
907
Center for Financial Planning
Michigan
$950K +$77.5K +372 +8%
WA
908
Wealth Alliance
New York
$942K -$39K -187 -4%
RIL
909
Rothschild Investment LLC
Illinois
$941K -$3.61M -17,326 -78%
IEFM
910
IQ EQ Fund Management
Ireland
$932K -$503K -2,416 -33%
FA
911
Fiduciary Alliance
South Carolina
$931K -$16.5K -79 -2%
SMA
912
Sage Mountain Advisors
Georgia
$926K +$179K +861 +22%
CP
913
Camelot Portfolios
Ohio
$924K +$64.2K +308 +7%
CPR
914
CSU Producer Resources
Ohio
$923K – – –
ACL
915
Applied Capital LLC
Florida
$919K +$4.17K +20 +0.4%
NL
916
Navalign LLC
California
$913K +$26.3K +126 +3%
BP
917
BNP Paribas
France
$912K – – –
AWM
918
Axxcess Wealth Management
California
$905K +$26.3K +126 +3%
AWA
919
Arete Wealth Advisors
Illinois
$905K +$7.71K +37 +0.8%
PR
920
Payden & Rygel
California
$904K -$6.33M -30,400 -87%
GT
921
Glenview Trust
Kentucky
$902K -$307K -1,475 -24%
RC
922
Roundview Capital
New Jersey
$900K -$180K -864 -16%
IB
923
Intrust Bank
Kansas
$899K -$135K -648 -12%
PPWM
924
Paragon Private Wealth Management
Kentucky
$894K +$45K +216 +5%
UOTTAIMCU
925
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$894K -$1.59M -7,613 -62%
35 36
37
38 39