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AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
SAI
901
Savvy Advisors Inc
New York
$843K +$324K +1,781 +59%
GI
902
GS Investments
Minnesota
$838K +$32.8K +180 +4%
IA
903
IFP Advisors
Florida
$833K -$44K -242 -5%
MA
904
Mutual Advisors
Nebraska
$830K +$106K +584 +14%
PWC
905
PYA Waltman Capital
Tennessee
$826K -$766K -4,209 -47%
CFG
906
Chapman Financial Group
Hawaii
$825K -$113K -622 -12%
SLI
907
Sumitomo Life Insurance
Japan
$819K +$9.46K +52 +1%
JRPIM
908
Journey Retirement Planning & Investment Management
Idaho
$819K +$848K +4,660 New
LRWM
909
Lord & Richards Wealth Management
Colorado
$811K -$597K -3,283 -42%
CP
910
Camelot Portfolios
Ohio
$809K -$35.5K -195 -4%
CDDEC
911
Caisse Des Depots Et Consignations
France
$807K -$1.06M -5,835 -56%
CIA
912
Capital Investment Advisors
Georgia
$807K +$37.1K +204 +5%
WA
913
Wealth Alliance
New York
$807K -$54.8K -301 -6%
CFFP
914
Center for Financial Planning
Michigan
$803K -$67.3K -370 -7%
MMPW
915
Mitchell McLeod Pugh & Williams
Alabama
$801K -$910 -5 -0.1%
MIM
916
MTM Investment Management
South Carolina
$801K -$8.19K -45 -1%
FWCM
917
Ferguson Wellman Capital Management
Oregon
$797K +$81.5K +448 +11%
AWM
918
Axxcess Wealth Management
California
$796K -$31.1K -171 -4%
IB
919
Intrust Bank
Kansas
$796K -$25.5K -140 -3%
BF
920
BOK Financial
Oklahoma
$794K -$253K -1,392 -24%
IAIM
921
International Assets Investment Management
Florida
$793K +$266K +1,464 +48%
WETS
922
Wealth Enhancement Trust Services
South Dakota
$790K +$819K +4,502 New
HCA
923
Hardworking Capital Advisors
California
$789K +$817K +4,492 New
ZBNA
924
Zions Bancorporation, National Association
Utah
$787K +$488K +2,683 +149%
UAG
925
United Advisor Group
Ohio
$787K +$546 +3 +0.1%
35 36
37
38 39