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AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
MW
951
Marcum Wealth
Ohio
$866K -$248K -1,267 -22%
E
952
Ergoteles
New York
$864K +$289K +1,476 +50%
FWA
953
FSM Wealth Advisors
Ohio
$855K -$6.84K -35 -0.8%
ARMT
954
Amica Retiree Medical Trust
Rhode Island
$854K -$54.9K -281 -6%
TPA
955
Trivium Point Advisory
Connecticut
$854K +$861K +4,402 New
MOS
956
MGO One Seven
Ohio
$849K -$16.6K -85 -2%
CA
957
Centerpoint Advisors
Massachusetts
$848K -$14.7K -75 -2%
AAIM
958
American Assets Investment Management
California
$847K +$221K +1,131 +35%
CC
959
Commons Capital
Massachusetts
$845K +$1.96K +10 +0.2%
PWC
960
PYA Waltman Capital
Tennessee
$843K +$272K +1,389 +45%
QT
961
Quantbot Technologies
New York
$834K -$2.96M -15,147 -78%
TWM
962
Thrive Wealth Management
Pennsylvania
$832K +$141K +720 +20%
IAIM
963
International Assets Investment Management
Florida
$829K +$82.3K +421 +11%
FFS
964
Founders Financial Securities
Maryland
$827K +$114K +582 +16%
LAIC
965
Lederer & Associates Investment Counsel
California
$822K -$29.5K -151 -3%
FBFS
966
First Business Financial Services
Wisconsin
$821K -$689K -3,524 -45%
LT
967
Legacy Trust
Michigan
$819K +$28K +143 +4%
IAS
968
Insigneo Advisory Services
Florida
$818K +$260K +1,330 +47%
FWM
969
Forza Wealth Management
Florida
$817K +$327K +1,673 +66%
CAM
970
Columbia Asset Management
Michigan
$816K +$254K +1,297 +45%
MFG
971
MidWestOne Financial Group
Iowa
$812K -$241K -1,235 -23%
BJL
972
Brighton Jones LLC
Washington
$811K -$39.9K -204 -5%
MMPW
973
Mitchell McLeod Pugh & Williams
Alabama
$808K +$5.67K +29 +0.7%
DWA
974
Douglass Winthrop Advisors
New York
$806K -$236K -1,208 -23%
AIA
975
Alera Investment Advisors
Illinois
$801K +$233K +1,190 +41%
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