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AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
EH
1001
Equitable Holdings
New York
$638K +$68.1K +373 +11%
IAA
1002
Independent Advisor Alliance
North Carolina
$635K -$137K -750 -16%
AIC
1003
Ayalon Insurance Company
Israel
$630K – – –
WA
1004
Wealth Alliance
New York
$625K +$452K +2,474 +186%
AIS
1005
American Investment Services
Massachusetts
$625K +$181K +993 +35%
PA
1006
Pinnacle Associates
New York
$621K -$199K -1,092 -22%
BCP
1007
Berkeley Capital Partners
Georgia
$619K -$3.1K -17 -0.4%
CC
1008
Commons Capital
Massachusetts
$616K -$112K -611 -14%
AAIM
1009
American Assets Investment Management
California
$616K -$114K -622 -14%
ATC
1010
Adirondack Trust Company
New York
$610K -$10.4K -57 -2%
MOS
1011
MGO One Seven
Ohio
$607K -$125K -685 -16%
PCA
1012
Pallas Capital Advisors
Massachusetts
$606K -$4.97M -27,209 -89%
LFAS
1013
Level Four Advisory Services
Texas
$605K -$290K -1,589 -30%
CT
1014
Clearstead Trust
Maine
$605K -$1.63M -8,908 -71%
CA
1015
Cornerstone Advisory
Maryland
$604K -$22.6K -124 -3%
GAA
1016
Green Alpha Advisors
Colorado
$599K +$210K +1,149 +46%
LIG
1017
Lokken Investment Group
Delaware
$599K +$3.29K +18 +0.5%
KSWA
1018
Kathleen S. Wright Associates
Pennsylvania
$598K +$296K +1,620 +78%
VVP
1019
Venture Visionary Partners
Ohio
$596K +$55.7K +305 +9%
WC
1020
Wexford Capital
Florida
$596K +$662K +3,624 New
BMCM
1021
Burns Matteson Capital Management
New York
$596K +$85.8K +470 +15%
PTCG
1022
Pring Turner Capital Group
California
$596K +$191K +1,048 +41%
LWM
1023
Laidlaw Wealth Management
New York
$593K -$169K -925 -20%
BFS
1024
Bard Financial Services
Connecticut
$592K +$137K +750 +26%
NL
1025
Navalign LLC
California
$591K +$8.95K +49 +1%
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