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AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
LC
1001
Lavaca Capital
Texas
$773K -$360K -1,400 -28%
SIA
1002
Schechter Investment Advisors
Michigan
$773K -$224K -873 -20%
BCP
1003
Berkeley Capital Partners
Georgia
$773K +$1.54K +6 +0.2%
VPI
1004
Value Partners Investments
Manitoba, Canada
$771K -$6.42K -25 -0.7%
IAIM
1005
International Assets Investment Management
Florida
$771K +$16.4K +64 +2%
TW
1006
TrinityPoint Wealth
Connecticut
$771K +$19.8K +77 +2%
CB
1007
CNB Bank
Pennsylvania
$771K +$33.7K +131 +4%
BWP
1008
BSW Wealth Partners
Colorado
$764K +$47.5K +185 +5%
LAS
1009
LWM Advisory Services
Florida
$757K +$6.68K +26 +0.7%
FIM
1010
Freedom Investment Management
Connecticut
$756K -$490K -1,907 -35%
JWCA
1011
J.W. Coons Advisors
Ohio
$754K +$103K +400 +13%
VVP
1012
Venture Visionary Partners
Ohio
$751K -$51.6K -201 -5%
FWCM
1013
Ferguson Wellman Capital Management
Oregon
$751K -$51.4K -200 -5%
FFN
1014
Focus Financial Network
Minnesota
$750K -$7.45K -29 -0.8%
PPWM
1015
Paragon Private Wealth Management
Kentucky
$750K +$170K +663 +21%
KCM
1016
Kornitzer Capital Management
Kansas
$745K -$1.63M -6,350 -65%
FAM
1017
Formidable Asset Management
Ohio
$743K +$15.7K +61 +2%
GT
1018
Glenview Trust
Kentucky
$742K +$82K +319 +10%
RIA
1019
Realta Investment Advisors
Delaware
$741K -$45K -175 -5%
UOC
1020
UBS O'Connor
Illinois
$736K -$22.6K -88 -3%
4WM
1021
4J Wealth Management
Virginia
$736K -$11.3K -44 -1%
USCWA
1022
U.S. Capital Wealth Advisors
Texas
$733K +$48.8K +190 +6%
SWA
1023
Stratos Wealth Advisors
Ohio
$724K -$8.22K -32 -0.9%
SAI
1024
Systematic Alpha Investments
New Jersey
$722K +$411K +1,600 +91%
HGWM
1025
Horst & Graben Wealth Management
Oregon
$712K – – –
39 40
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