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AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
I
951
InceptionR
California
$952K +$545K +2,631 +103%
WI
952
Westbourne Investments
Virginia
$942K +$1.06M +5,136 New
WIS
953
Wright Investors Service
Connecticut
$934K -$93K -449 -8%
PCG
954
Prosperity Consulting Group
Maryland
$929K -$44.5K -215 -4%
BCG
955
BayBridge Capital Group
California
$929K -$16.8K -81 -2%
CNTOF
956
Canandaigua National Trust of Florida
New York
$929K +$145K +702 +16%
MW
957
Marcum Wealth
Ohio
$928K -$99K -478 -9%
BP
958
BBR Partners
New York
$927K -$189K -910 -15%
FW
959
FullCircle Wealth
Texas
$926K -$37.5K -181 -4%
SW
960
SteelPeak Wealth
California
$924K +$1.04M +4,995 New
NG
961
Norden Group
Utah
$920K -$32.3K -156 -3%
AWA
962
Arete Wealth Advisors
Illinois
$920K +$217K +1,045 +26%
CPW
963
Cove Private Wealth
New York
$917K – – –
SACTSONJ
964
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$917K – – –
TS
965
Triglav Skladi
Slovenia
$917K +$1.04M +5,000 New
SS
966
Sunbelt Securities
Texas
$910K +$42.7K +206 +4%
CT
967
Caldwell Trust
Florida
$909K -$86.8K -419 -8%
FA
968
Fiduciary Alliance
South Carolina
$908K +$670K +3,233 +188%
RIA
969
Regal Investment Advisors
Michigan
$904K +$189K +914 +23%
FPF
970
First Pacific Financial
Washington
$895K -$121K -586 -11%
RFM
971
Royal Fund Management
Florida
$890K +$123K +595 +14%
SAM
972
Smartleaf Asset Management
Massachusetts
$888K +$67.1K +324 +7%
MMPW
973
Mitchell McLeod Pugh & Williams
Alabama
$886K +$46.4K +224 +5%
BCM
974
BluePath Capital Management
Georgia
$885K +$230K +1,109 +28%
CB
975
CNB Bank
Pennsylvania
$882K -$53.3K -257 -5%
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