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AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
1001
Schnieders Capital Management
California
$1.06M +$39.5K +178 +4%
SMC
1002
Smith, Moore & Co
Missouri
$1.05M +$44.1K +199 +5%
SAM
1003
Smartleaf Asset Management
Massachusetts
$1.05M +$235K +1,061 +30%
SAI
1004
Savvy Advisors Inc
New York
$1.04M +$721K +3,251 +268%
AWP
1005
Accretive Wealth Partners
New Jersey
$1.04M +$5.1K +23 +0.5%
AIC
1006
Argus Investors Counsel
New York
$1.03M -$334K -1,505 -25%
FFA
1007
Farther Finance Advisors
California
$1.03M -$166K -750 -14%
PFGIA
1008
Patriot Financial Group Insurance Agency
Massachusetts
$1.02M +$237K +1,071 +32%
JAM
1009
Jupiter Asset Management
United Kingdom
$1.02M +$975K +4,396 New
FWA
1010
FSM Wealth Advisors
Ohio
$1.02M -$38.1K -172 -4%
CFSG
1011
Community Financial Services Group
Vermont
$1.02M +$3.99K +18 +0.4%
MWM
1012
Mattern Wealth Management
Kansas
$1.01M -$89.4K -403 -8%
HTHT
1013
Hemenway Trust Hemenway Trust
New Hampshire
$1.01M -$449K -2,025 -32%
CNTOF
1014
Canandaigua National Trust of Florida
New York
$1.01M +$967K +4,361 New
CPIA
1015
Cornell Pochily Investment Advisors
New York
$1.01M +$63.6K +287 +7%
BTI
1016
Blue Trust Inc
Georgia
$1.01M +$299K +1,350 +35%
BW
1017
Bison Wealth
Georgia
$1.01M -$853K -3,845 -47%
BTWM
1018
Baker Tilly Wealth Management
Wisconsin
$1.01M +$94.7K +427 +11%
CFFP
1019
Center for Financial Planning
Michigan
$1M -$104K -469 -10%
PFA
1020
Pathway Financial Advisers
Indiana
$997K +$2.88K +13 +0.3%
MCC
1021
Malaga Cove Capital
California
$993K +$7.32K +33 +0.8%
ST
1022
Smithfield Trust
Pennsylvania
$992K – – –
VA
1023
Vident Advisory
Georgia
$992K -$665 -3 -0.1%
LT
1024
Legacy Trust
Michigan
$991K +$7.09K +32 +0.8%
RFM
1025
Royal Fund Management
Florida
$990K -$776K -3,499 -45%
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