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AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
SHA
926
Seneca House Advisors
Virginia
$1.11M +$1.19M +4,190 New
STC
927
Sarah T. Connolly
$1.11M +$285 +1 +0%
SIM
928
Sentry Investment Management
Wisconsin
$1.11M -$174K -609 -13%
ACM
929
Ayrshire Capital Management
Connecticut
$1.11M +$5.99K +21 +0.5%
BAM
930
Barrett Asset Management
New York
$1.1M +$49.9K +175 +4%
ACWM
931
Adams Chetwood Wealth Management
North Carolina
$1.1M +$10.5K +37 +0.9%
IWS
932
Insight Wealth Strategies
California
$1.1M +$26.5K +93 +2%
NAM
933
NorthCoast Asset Management
Connecticut
$1.09M +$57K +200 +5%
WANY
934
Wealthspire Advisors (New York)
New York
$1.09M +$860K +3,016 +275%
CM
935
Capula Management
Cayman Islands
$1.08M +$1.06M +3,729 +1,081%
PFA
936
Paradigm Financial Advisors
Missouri
$1.07M – – –
MFW
937
Meristem Family Wealth
Minnesota
$1.07M +$92.1K +323 +9%
IDBONY
938
Israel Discount Bank of New York
New York
$1.06M +$1.14M +4,010 New
BS
939
Boenning & Scattergood
Pennsylvania
$1.05M +$4.28K +15 +0.4%
FPF
940
First Pacific Financial
Washington
$1.05M +$79.2K +278 +8%
IWA
941
IBEX Wealth Advisors
New Jersey
$1.04M +$1.12M +3,929 New
APP
942
Avantax Planning Partners
Iowa
$1.04M +$18.2K +64 +2%
KPWS
943
Kestra Private Wealth Services
Texas
$1.04M – – –
DS
944
DRW Securities
Illinois
$1.03M +$1.11M +3,885 New
EW
945
Evoke Wealth
California
$1.03M -$285 -1 -0%
WR
946
WD Rutherford
Oregon
$1.02M +$20K +70 +2%
GAA
947
Green Alpha Advisors
Colorado
$1.02M +$58.7K +206 +6%
UAML
948
US Asset Management LLC
Pennsylvania
$1.02M +$1.1M +3,854 New
FPS
949
Fieldpoint Private Securities
Connecticut
$1.02M +$6.84K +24 +0.6%
4WM
950
4J Wealth Management
Virginia
$1.01M – – –
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