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AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
PMA
951
Prudent Man Advisors
Illinois
$960K +$48.6K +260 +6%
CC
952
Commons Capital
Massachusetts
$959K +$145K +775 +19%
UBG
953
United Bank (Georgia)
Georgia
$958K +$52.3K +280 +6%
CGL
954
Clarius Group LLC
Washington
$956K -$140K -748 -19%
WA
955
WBH Advisory
Maryland
$953K -$45.2K -242 -5%
EH
956
Equitable Holdings
New York
$952K +$84.3K +451 +10%
WE
957
Wealth Effects
Massachusetts
$950K -$18.5K -99 -2%
CI
958
Cigna Investments
Connecticut
$950K -$6.17K -33 -0.7%
MFG
959
MidWestOne Financial Group
Iowa
$948K -$41.7K -223 -4%
CPRC
960
Consolidated Portfolio Review Corp
New York
$948K +$296K +1,586 +48%
SWM
961
Spire Wealth Management
Virginia
$947K -$307K -1,645 -25%
CPR
962
CSU Producer Resources
Ohio
$933K – – –
CFFP
963
Center for Financial Planning
Michigan
$930K – – –
LA
964
LBP AM
France
$927K +$32.7K +175 +4%
MWM
965
Mattern Wealth Management
Kansas
$927K -$1.16M -6,220 -57%
IB
966
Intrust Bank
Kansas
$926K -$59.8K -320 -6%
SS
967
Sunbelt Securities
Texas
$923K +$422K +2,257 +91%
LJAC
968
L.J. Altfest & Co
New York
$921K -$296K -1,583 -25%
AT
969
American Trust
Kentucky
$918K -$3.07M -16,428 -78%
VF
970
Vest Financial
Virginia
$914K -$33.1K -177 -4%
PTCG
971
Pring Turner Capital Group
California
$913K +$55.3K +296 +7%
DWM
972
Diversify Wealth Management
Utah
$912K +$753K +4,031 New
IFG
973
Independent Financial Group
California
$895K +$417K +2,229 +94%
MA
974
Mutual Advisors
Nebraska
$894K -$32.7K -175 -4%
VFA
975
Valeo Financial Advisors
Indiana
$893K +$39.1K +209 +5%
37 38
39
40 41