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AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
TFCP
951
Twin Focus Capital Partners
Massachusetts
$319K +$19.3K +110 +7%
FIB
952
First Interstate Bank
Montana
$318K +$3.86K +22 +1%
GCM
953
Gunderson Capital Management
South Carolina
$318K +$283K +1,614 New
RCAG
954
Rehmann Capital Advisory Group
Michigan
$318K +$47K +268 +20%
KB
955
Kimelman & Baird
New York
$315K – – –
DWM
956
Dakota Wealth Management
Florida
$314K +$279K +1,591 New
OWA
957
Outlook Wealth Advisors
Texas
$313K -$325K -1,854 -54%
FA
958
FCG Advisors
New Jersey
$313K +$278K +1,587 New
PTC
959
Philadelphia Trust Company
Pennsylvania
$312K +$278K +1,583 New
FFG
960
Fortem Financial Group
California
$311K +$19.5K +111 +8%
CAG
961
Csenge Advisory Group
Florida
$308K +$19.5K +111 +8%
CF
962
Centaurus Financial
California
$308K +$98.9K +564 +56%
GD
963
Grandfield & Dodd
New York
$307K – – –
NO
964
Ninety One
South Africa
$304K -$1.05M -6,008 -80%
CWS
965
Cypress Wealth Services
California
$303K -$10.9K -62 -4%
TU
966
TDAM USA
Ontario, Canada
$302K -$71.7K -409 -21%
ECM
967
EagleClaw Capital Management
Massachusetts
$300K – – –
CAW
968
Cornerstone Advisors (Washington)
Washington
$297K +$16.1K +92 +7%
FPCP
969
Fort Point Capital Partners
California
$295K -$94.2K -537 -26%
LC
970
Lourd Capital
California
$291K -$54.9K -313 -17%
PGA
971
Premia Global Advisors
Florida
$291K +$259K +1,479 New
IC
972
Inscription Capital
Texas
$290K -$125K -713 -33%
VWA
973
V Wealth Advisors
Kansas
$289K +$263K +1,499 New
LWM
974
Lenox Wealth Management
Ohio
$283K +$241K +1,375 +2,218%
AMCA
975
Arthur M. Cohen & Associates
Illinois
$281K – – –
37 38
39
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