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AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
CI
1001
Conning Inc
Connecticut
$761K -$5.67K -27 -0.7%
PA
1002
Procyon Advisors
Connecticut
$761K +$83.7K +399 +12%
ATC
1003
Adirondack Trust Company
New York
$757K -$2.52K -12 -0.3%
FFS
1004
Founders Financial Securities
Maryland
$752K +$87.9K +419 +13%
GWM
1005
Greenwich Wealth Management
Connecticut
$752K -$17.2K -82 -2%
BCM
1006
Boltwood Capital Management
California
$752K -$2.94K -14 -0.4%
NAS
1007
Nicolet Advisory Services
Wisconsin
$751K +$293K +1,397 +63%
AWP
1008
Accretive Wealth Partners
New Jersey
$750K +$22.9K +109 +3%
MSFS
1009
Main Street Financial Solutions
Pennsylvania
$749K +$11.5K +55 +2%
FAM
1010
Formidable Asset Management
Ohio
$739K -$304K -1,447 -29%
TWM
1011
Thrive Wealth Management
Pennsylvania
$730K +$115K +548 +18%
PFGIA
1012
Patriot Financial Group Insurance Agency
Massachusetts
$728K +$31.1K +148 +4%
WR
1013
WD Rutherford
Oregon
$719K – – –
CT
1014
Chicago Trust
Illinois
$718K +$5.04K +24 +0.7%
FC
1015
Fulcrum Capital
Washington
$717K +$348K +1,660 +90%
IDBONY
1016
Israel Discount Bank of New York
New York
$716K -$11.1K -53 -1%
HCA
1017
Heck Capital Advisors
Wisconsin
$711K +$25.8K +123 +4%
NFSG
1018
Newbridge Financial Services Group
Florida
$707K -$10.7K -51 -1%
NL
1019
Navalign LLC
California
$705K +$93.4K +445 +15%
BBL
1020
Beck Bode LLC
Massachusetts
$702K -$146K -698 -17%
MCC
1021
Malaga Cove Capital
California
$702K +$4.2K +20 +0.6%
CWM
1022
Congress Wealth Management
Massachusetts
$701K +$163K +775 +29%
FIM
1023
Freedom Investment Management
Connecticut
$697K +$5.46K +26 +0.8%
CPRC
1024
Consolidated Portfolio Review Corp
New York
$696K +$715K +3,407 New
KCM
1025
Kornitzer Capital Management
Kansas
$695K – – –
39 40
41
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