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AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
LAS
1001
LWM Advisory Services
Florida
$862K +$216K +887 +35%
FFN
1002
Focus Financial Network
Minnesota
$857K +$92K +377 +12%
CB
1003
CNB Bank
Pennsylvania
$857K -$28.6K -117 -3%
IAIM
1004
International Assets Investment Management
Florida
$856K -$24.4K -100 -3%
PPWM
1005
Paragon Private Wealth Management
Kentucky
$848K +$24.4K +100 +3%
FAM
1006
Fulcrum Asset Management
United Kingdom
$847K – – –
SF
1007
Summit Financial
New Jersey
$846K +$102K +418 +14%
FAFN
1008
First Affirmative Financial Network
Colorado
$844K +$732 +3 +0.1%
CIAS
1009
Capital Investment Advisory Services
North Carolina
$844K +$195K +798 +31%
SB
1010
Strategic Blueprint
Georgia
$835K -$4.25M -17,406 -84%
WB
1011
WesBanco Bank
West Virginia
$835K +$9.03K +37 +1%
HGWM
1012
Horst & Graben Wealth Management
Oregon
$833K -$1.22K -5 -0.2%
CA
1013
CGN Advisors
Kansas
$831K +$138K +566 +21%
AC
1014
Avestar Capital
New York
$830K +$1.22K +5 +0.2%
SLWA
1015
San Luis Wealth Advisors
California
$828K – – –
SW
1016
Solidarity Wealth
Utah
$828K +$781K +3,201 New
JWCA
1017
J.W. Coons Advisors
Ohio
$827K +$100K +410 +14%
BONST
1018
Bank of Nova Scotia Trust
Ontario, Canada
$820K +$16.8K +69 +2%
FI
1019
Fosun International
China
$816K +$27.1K +111 +4%
ARMT
1020
Amica Retiree Medical Trust
Rhode Island
$813K – – –
FC
1021
Forte Capital
New York
$812K – – –
CFGS
1022
Concourse Financial Group Securities
Alabama
$804K -$209K -858 -21%
CC
1023
Caxton Corporation
New Jersey
$803K -$10.7K -44 -1%
AAIM
1024
American Assets Investment Management
California
$797K -$265K -1,086 -26%
MMA
1025
Miracle Mile Advisors
California
$794K +$99.3K +407 +15%
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