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AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
HGWM
976
Horst & Graben Wealth Management
Oregon
$893K – – –
IAIM
977
International Assets Investment Management
Florida
$892K -$957K -3,756 -53%
FHC
978
First Heartland Consultants
Missouri
$887K +$235K +923 +39%
MSFS
979
Main Street Financial Solutions
Pennsylvania
$885K -$12.5K -49 -1%
SW
980
StrongBox Wealth
Missouri
$883K -$19.9K -78 -2%
CB
981
CNB Bank
Pennsylvania
$881K +$28.8K +113 +4%
VWM
982
Venturi Wealth Management
Texas
$872K +$24.2K +95 +3%
FFA
983
First Foundation Advisors
California
$862K +$176K +692 +28%
CC
984
Chicago Capital
Illinois
$859K – – –
FI
985
Fosun International
China
$857K – – –
IC
986
Inscription Capital
Texas
$855K -$1.66M -6,529 -67%
PWP
987
Principle Wealth Partners
Connecticut
$855K – – –
AIS
988
American Investment Services
Massachusetts
$849K -$112K -441 -12%
CWAG
989
Compton Wealth Advisory Group
Virginia
$849K +$5.35K +21 +0.7%
IAA
990
Ironsides Asset Advisors
North Carolina
$838K -$238K -935 -23%
NSIM
991
North Star Investment Management
Illinois
$837K – – –
FPCP
992
Fort Point Capital Partners
California
$836K – – –
FMB
993
Field & Main Bank
Kentucky
$827K +$37K +145 +5%
SCM
994
Schnieders Capital Management
California
$825K -$268K -1,050 -26%
IMRF
995
Illinois Municipal Retirement Fund
Illinois
$818K – – –
BA
996
Bristlecone Advisors
Washington
$812K – – –
PSP
997
Principal Street Partners
Tennessee
$811K -$1.43M -5,615 -65%
PP
998
Patron Partners
Texas
$802K -$33.1K -130 -4%
PMA
999
Prudent Man Advisors
Illinois
$797K -$539K -2,113 -42%
MFG
1000
Magnus Financial Group
New York
$791K -$255 -1 -0%
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40
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