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AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
CCWM
1001
Correct Capital Wealth Management
Missouri
$816K +$138K +739 +21%
PWM
1002
Peterson Wealth Management
Nevada
$811K -$14.6K -78 -2%
SB
1003
Strategic Blueprint
Georgia
$809K -$66.4K -355 -8%
FC
1004
Forte Capital
New York
$803K +$11.4K +61 +1%
AWM
1005
Axxcess Wealth Management
California
$795K -$514K -2,751 -40%
IAA
1006
Independent Advisor Alliance
North Carolina
$795K +$46K +246 +6%
MLL
1007
Moody Lynn & Lieberson
Massachusetts
$793K -$1.87K -10 -0.2%
FCP
1008
Fidelis Capital Partners
Florida
$791K -$35.9K -192 -5%
CPIA
1009
Cornell Pochily Investment Advisors
New York
$790K +$115K +615 +18%
RIA
1010
Regal Investment Advisors
Michigan
$790K +$26.5K +142 +4%
TSS
1011
Two Sigma Securities
New York
$790K +$759K +4,062 New
CB
1012
Community Bank
New York
$788K – – –
BFA
1013
BBJS Financial Advisors
Washington
$788K -$518K -2,772 -41%
FWM
1014
Forza Wealth Management
Florida
$784K +$52.3K +280 +7%
LSA
1015
Leonteq Securities AG
Switzerland
$782K +$227K +1,215 +43%
PPC
1016
Park Place Capital
Alabama
$781K +$360K +1,928 +92%
PWP
1017
Principle Wealth Partners
Connecticut
$778K – – –
CG
1018
Clarus Group
Texas
$776K +$533K +2,853 +250%
GAA
1019
Green Alpha Advisors
Colorado
$774K -$43K -230 -5%
CA
1020
Centerpoint Advisors
Massachusetts
$773K -$23.4K -125 -3%
LCM
1021
LVM Capital Management
Michigan
$764K -$79.4K -425 -10%
BJL
1022
Brighton Jones LLC
Washington
$762K -$31.4K -168 -4%
WR
1023
WD Rutherford
Oregon
$758K +$236K +1,262 +48%
BTWM
1024
Baker Tilly Wealth Management
Wisconsin
$757K -$178K -953 -20%
BTI
1025
Blue Trust Inc
Georgia
$756K +$139K +744 +24%
39 40
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