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AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
NBT
926
Northwest Bank & Trust
Iowa
$1.01M -$5.18K -25 -0.5%
BTI
927
Blue Trust Inc
Georgia
$1.01M +$72.3K +349 +7%
SCM
928
Shelton Capital Management
Colorado
$1.01M – – –
MWM
929
Marion Wealth Management
Pennsylvania
$1.01M +$32.3K +156 +3%
ANTB
930
AMG National Trust Bank
Colorado
$1M -$201K -972 -15%
MWM
931
Modern Wealth Management
Kansas
$1M +$1.13M +5,474 New
EH
932
Equitable Holdings
New York
$1M +$18.4K +89 +2%
MIM
933
MTM Investment Management
South Carolina
$996K -$24.2K -117 -2%
CIA
934
Concurrent Investment Advisors
Florida
$995K -$486K -2,347 -30%
MG
935
Mather Group
Illinois
$995K -$71.1K -343 -6%
ECM
936
Everence Capital Management
Indiana
$993K -$1.2M -5,790 -52%
SIMG
937
Sonora Investment Management Group
Arizona
$992K -$30K -145 -3%
DWA
938
Douglass Winthrop Advisors
New York
$986K +$29.8K +144 +3%
CC
939
Commons Capital
Massachusetts
$981K +$48.7K +235 +5%
TRIA
940
Trail Ridge Investment Advisors
Colorado
$981K -$13.7K -66 -1%
MFS
941
Mattson Financial Services
Michigan
$981K -$385K -1,860 -31%
PWG
942
Portside Wealth Group
Utah
$978K -$75.4K -364 -6%
SHF
943
Safe Harbor Fiduciary
Florida
$978K +$12K +58 +1%
ST
944
Somerset Trust
Pennsylvania
$977K +$59.1K +285 +6%
RCM
945
RB Capital Management
Nevada
$969K -$110K -530 -9%
HKIMG
946
Hutchens & Kramer Investment Management Group
Indiana
$967K +$4.97K +24 +0.5%
VFA
947
Valeo Financial Advisors
Indiana
$959K +$66.7K +322 +7%
SG
948
StoneX Group
New York
$958K -$304K -1,467 -22%
UBG
949
United Bank (Georgia)
Georgia
$958K +$81K +391 +8%
PWM
950
Perigon Wealth Management
California
$954K -$203K -978 -16%
36 37
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