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AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
FWA
976
FSM Wealth Advisors
Ohio
$899K +$22.7K +114 +3%
USB
977
Union Savings Bank
Connecticut
$898K -$9.56K -48 -1%
SB
978
Strategic Blueprint
Georgia
$892K +$323K +1,624 +56%
MCCP
979
Mission Creek Capital Partners
California
$891K -$493K -2,473 -35%
BFA
980
Buttonwood Financial Advisors
Maryland
$889K -$33.5K -168 -4%
WSTAM
981
Wilbanks Smith & Thomas Asset Management
Virginia
$885K -$116K -583 -12%
EH
982
Equitable Holdings
New York
$879K +$26.9K +135 +3%
VFA
983
Voya Financial Advisors
Connecticut
$875K +$296K +1,486 +50%
RWM
984
Ritholtz Wealth Management
New York
$872K -$422K -2,121 -32%
PTCG
985
Pring Turner Capital Group
California
$870K +$155K +780 +22%
SC
986
Savant Capital
Illinois
$867K -$71.7K -360 -8%
LCM
987
LVM Capital Management
Michigan
$861K -$41.2K -207 -5%
OIAM
988
OFI Invest Asset Management
France
$858K -$99.8K -501 -10%
MA
989
Mutual Advisors
Nebraska
$856K -$23.7K -119 -3%
FBFS
990
First Business Financial Services
Wisconsin
$850K +$17.9K +90 +2%
GCP
991
GSA Capital Partners
United Kingdom
$847K -$292K -1,464 -25%
AFG
992
Atomi Financial Group
New York
$847K +$20.5K +103 +2%
CPBTD
993
Central Pacific Bank - Trust Division
Hawaii
$844K +$871K +4,375 New
PWM
994
Peterson Wealth Management
Nevada
$840K +$443K +2,222 +110%
APA
995
Astoria Portfolio Advisors
New York
$837K +$36.1K +181 +4%
NL
996
Navalign LLC
California
$837K +$127K +639 +18%
EFS
997
Essex Financial Services
Connecticut
$836K -$121K -606 -13%
LT
998
Legacy Trust
Michigan
$835K +$1.59K +8 +0.2%
LAIC
999
Lederer & Associates Investment Counsel
California
$834K +$18.5K +93 +2%
MSFS
1000
Main Street Financial Solutions
Pennsylvania
$834K -$8.96K -45 -1%
38 39
40
41 42