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AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
TFCP
951
Twin Focus Capital Partners
Massachusetts
$239K – – –
JIP
952
Jaffetilchin Investment Partners
Florida
$237K +$235K +1,501 New
MC
953
Muzinich & Co
New York
$235K -$50.8K -325 -18%
FFG
954
Fortem Financial Group
California
$232K +$229K +1,468 New
CAG
955
Csenge Advisory Group
Florida
$230K +$12.8K +82 +6%
SIA
956
Sit Investment Associates
Minnesota
$229K +$89.9K +575 +66%
ICP
957
Ironvine Capital Partners
Nebraska
$228K -$713K -4,563 -77%
ACM
958
AlphaCrest Capital Management
New York
$226K +$223K +1,429 New
HK
959
Horizon Kinetics
New York
$225K – – –
CIA
960
Capital Investment Advisors
Georgia
$225K +$222K +1,420 New
CAW
961
Cornerstone Advisors (Washington)
Washington
$224K +$10K +64 +5%
FI
962
Fosun International
China
$220K +$217K +1,387 New
PAMG
963
Patton Albertson Miller Group
Tennessee
$217K – – –
ST
964
Sabal Trust
Florida
$217K +$215K +1,373 New
F
965
F3Logic
Minnesota
$216K +$213K +1,365 New
NB
966
NBT Bank
New York
$216K +$213K +1,365 New
PWM
967
PRW Wealth Management
Massachusetts
$215K +$212K +1,356 New
TAM
968
Tocqueville Asset Management
New York
$214K +$211K +1,350 New
ACA
969
Atlas Capital Advisors
Wyoming
$214K – – –
RW
970
REDW Wealth
New Mexico
$213K +$211K +1,347 New
HPWM
971
Highland Private Wealth Management
Washington
$213K +$211K +1,348 New
RCAG
972
Rehmann Capital Advisory Group
Michigan
$212K -$7.04K -45 -3%
IBOK
973
Independence Bank of Kentucky
Kentucky
$212K -$98.5K -630 -32%
DT
974
Diversified Trust
Tennessee
$212K +$209K +1,337 New
JSL
975
JT Stratford LLC
Georgia
$210K -$36.6K -234 -15%
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39
40 41