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AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
976
Spire Wealth Management
Virginia
$936K -$834K -4,249 -50%
CAM
977
Cresset Asset Management
Illinois
$933K -$451K -2,300 -35%
JIR
978
James Investment Research
Ohio
$933K +$3.53K +18 +0.4%
SWP
979
Sagespring Wealth Partners
Tennessee
$931K +$219K +1,115 +35%
PFA
980
Pathway Financial Advisers
Indiana
$926K +$17.9K +91 +2%
PCM
981
Prelude Capital Management
New York
$925K +$834K +4,251 New
PAI
982
Pittenger & Anderson Inc
Nebraska
$922K -$14.5M -73,898 -95%
CIS
983
Capital International Sarl
California
$918K +$331K +1,686 +67%
FWM
984
Forza Wealth Management
Florida
$914K -$23.5K -120 -3%
SFG
985
Shum Financial Group
California
$913K +$27.7K +141 +3%
EP
986
Edgestream Partners
New Jersey
$908K -$6.41M -32,690 -89%
GJWM
987
Gilliland Jeter Wealth Management
Arkansas
$905K -$9.81K -50 -1%
CAG
988
Csenge Advisory Group
Florida
$901K -$23K -117 -3%
FB
989
Fulton Bank
Pennsylvania
$899K +$156K +794 +24%
MA
990
Mutual Advisors
Nebraska
$899K +$11.2K +57 +1%
CHAM
991
Clear Harbor Asset Management
Connecticut
$897K -$3.04M -15,480 -79%
CCG
992
Cypress Capital Group
Florida
$896K -$809K -4,125 -50%
FWCM
993
Ferguson Wellman Capital Management
Oregon
$894K -$27.3K -139 -3%
LT
994
Legacy Trust
Michigan
$894K +$196 +1 +0%
LCM
995
LRT Capital Management
Texas
$892K -$1.89M -9,652 -70%
WIA
996
World Investment Advisors
California
$890K -$330K -1,683 -29%
GWM
997
Gibbs Wealth Management
Georgia
$890K +$143K +728 +22%
CB
998
Community Bank
New York
$882K – – –
HVIA
999
Hudson Valley Investment Advisors
New York
$880K -$350K -1,785 -31%
AIS
1000
American Investment Services
Massachusetts
$880K +$64.1K +327 +9%
38 39
40
41 42