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AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
FPF
976
First Pacific Financial
Washington
$615K +$2.52K +14 +0.4%
VFA
977
Valeo Financial Advisors
Indiana
$614K -$780K -4,337 -55%
FWA
978
FSM Wealth Advisors
Ohio
$614K +$10.1K +56 +2%
FPL
979
Fortress Private Ledger
North Carolina
$614K -$22.9K -127 -3%
HWMO
980
Heritage Wealth Management (Ohio)
Ohio
$614K +$54K +300 +9%
AIM
981
Advyzon Investment Management
Illinois
$608K +$272K +1,513 +75%
ECA
982
Elevated Capital Advisors
Utah
$598K +$76.3K +424 +14%
FFA
983
Fragasso Financial Advisors
Pennsylvania
$597K -$21.1K -117 -3%
UAML
984
US Asset Management LLC
Pennsylvania
$596K -$2.88K -16 -0.5%
PPWP
985
Premier Path Wealth Partners
New Jersey
$593K +$119K +662 +24%
BRWA
986
B. Riley Wealth Advisors
Florida
$590K -$74.1K -412 -11%
CHAM
987
Clear Harbor Asset Management
Connecticut
$590K +$1.8K +10 +0.3%
KCM
988
Kornitzer Capital Management
Kansas
$587K – – –
PF
989
Phoenix Financial
Israel
$586K -$45K -250 -7%
HGWM
990
Horst & Graben Wealth Management
Oregon
$583K -$7.56K -42 -1%
DWP
991
Daymark Wealth Partners
Ohio
$580K +$95.5K +531 +19%
IBOK
992
Independence Bank of Kentucky
Kentucky
$574K -$201K -1,117 -25%
CT
993
Caldwell Trust
Florida
$572K -$15.3K -85 -3%
LOWM
994
Laurel Oak Wealth Management
New Jersey
$570K +$178K +992 +43%
MYAM
995
Meiji Yasuda Asset Management
Japan
$568K +$138K +768 +30%
MSS
996
Mitchell Sinkler & Starr
Pennsylvania
$565K – – –
CA
997
Continuum Advisory
Idaho
$564K -$75.6K -420 -11%
AIS
998
American Investment Services
Massachusetts
$561K -$63.2K -351 -10%
BCM
999
Brasada Capital Management
Texas
$558K -$2.22M -12,335 -80%
EFS
1000
Essex Financial Services
Connecticut
$556K -$43.9K -244 -7%
38 39
40
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