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AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
FAM
1001
Formidable Asset Management
Ohio
$880K +$464K +1,850 +115%
TPWM
1002
Twelve Points Wealth Management
Massachusetts
$875K -$5.27K -21 -0.6%
IAP
1003
Indie Asset Partners
Indiana
$873K -$50.2K -200 -6%
SWA
1004
Stratos Wealth Advisors
Ohio
$871K -$17.8K -71 -2%
SF
1005
Summit Financial
New Jersey
$870K +$3.76K +15 +0.4%
MS
1006
Maven Securities
Jersey
$864K +$848K +3,379 New
BWP
1007
BSW Wealth Partners
Colorado
$863K +$71K +283 +9%
SB
1008
Strategic Blueprint
Georgia
$852K +$1.76K +7 +0.2%
SS
1009
Simplicity Solutions
Minnesota
$850K +$171K +682 +26%
AF
1010
Alerus Financial
North Dakota
$848K -$308K -1,227 -27%
HGWM
1011
Horst & Graben Wealth Management
Oregon
$848K – – –
QT
1012
Quantamental Technologies
New York
$829K +$813K +3,242 New
USCWA
1013
U.S. Capital Wealth Advisors
Texas
$824K -$60K -239 -7%
VFA
1014
Voya Financial Advisors
Connecticut
$817K +$131K +521 +19%
BONST
1015
Bank of Nova Scotia Trust
Ontario, Canada
$816K -$18.3K -73 -2%
PPWM
1016
Paragon Private Wealth Management
Kentucky
$811K +$502 +2 +0.1%
SIM
1017
Sentry Investment Management
Wisconsin
$809K -$123K -491 -13%
PP
1018
Patron Partners
Texas
$809K +$12.8K +51 +2%
FAIM
1019
Financial Advocates Investment Management
Washington
$805K -$72K -287 -8%
GT
1020
Glenview Trust
Kentucky
$802K +$19.8K +79 +3%
LSA
1021
Leonteq Securities AG
Switzerland
$799K -$381K -1,517 -33%
JWCA
1022
J.W. Coons Advisors
Ohio
$799K -$43.7K -174 -5%
GWM
1023
Geneos Wealth Management
Colorado
$792K -$130K -517 -14%
NSIM
1024
North Star Investment Management
Illinois
$792K – – –
FMB
1025
Field & Main Bank
Kentucky
$791K -$11K -44 -1%
39 40
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42 43