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AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
LAIC
976
Lederer & Associates Investment Counsel
California
$701K +$4.2K +23 +0.5%
RWA
977
River Wealth Advisors
Pennsylvania
$700K -$199K -1,092 -20%
EA
978
Ellsworth Advisors
Ohio
$698K +$260K +1,421 +48%
LT
979
Legacy Trust
Michigan
$696K +$2.37K +13 +0.3%
STA
980
Summit Trail Advisors
New York
$695K +$67.8K +371 +10%
CL
981
Choreo LLC
Illinois
$693K -$46K -252 -6%
MSFS
982
Main Street Financial Solutions
Pennsylvania
$692K +$38.7K +212 +5%
MMPW
983
Mitchell McLeod Pugh & Williams
Alabama
$685K +$183 +1 +0%
NRD
984
Nebula Research & Development
New York
$678K +$151K +827 +25%
SOAMC
985
Spirit of America Management Corp
New York
$674K -$420K -2,300 -36%
VSQM
986
V-Square Quantitative Management
Illinois
$674K +$221K +1,211 +42%
CA
987
Continuum Advisory
Idaho
$672K +$143K +782 +24%
FWM
988
Forza Wealth Management
Florida
$668K -$27.4K -150 -4%
AWP
989
Accretive Wealth Partners
New Jersey
$667K +$33.2K +182 +5%
CB
990
Community Bank
New York
$667K – – –
AIA
991
Alera Investment Advisors
Illinois
$667K -$13.5K -74 -2%
SCA
992
St. Clair Advisors
Ohio
$665K +$374K +2,045 +102%
CW
993
Connectus Wealth
Ohio
$658K -$2.19K -12 -0.3%
CB
994
CNB Bank
Pennsylvania
$656K +$31.6K +173 +5%
VFA
995
Valeo Financial Advisors
Indiana
$652K +$33.4K +183 +5%
BHCM
996
Brevan Howard Capital Management
Jersey
$652K +$724K +3,962 New
RI
997
Ridgewood Investments
New Jersey
$650K – – –
BONST
998
Bank of Nova Scotia Trust
Ontario, Canada
$646K -$9.5K -52 -1%
MCM
999
Mendel Capital Management
Arkansas
$645K +$1.83K +10 +0.3%
BJL
1000
Brighton Jones LLC
Washington
$642K -$50.2K -275 -7%
38 39
40
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