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AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
MWA
1001
Meridian Wealth Advisors
Texas
$815K -$3.05M -14,722 -77%
GWM
1002
Geneos Wealth Management
Colorado
$814K +$40.4K +195 +5%
FWA
1003
FSM Wealth Advisors
Ohio
$814K -$22.4K -108 -2%
PA
1004
Pinnacle Associates
New York
$807K -$7.67K -37 -0.8%
MA
1005
Mutual Advisors
Nebraska
$799K -$5.18K -25 -0.6%
TWM
1006
Thrive Wealth Management
Pennsylvania
$799K -$208K -1,005 -19%
LWA
1007
Lineweaver Wealth Advisors
Ohio
$798K +$91.4K +441 +11%
FRA
1008
Frank Rimerman Advisors
California
$798K +$52.6K +254 +6%
FWM
1009
Forza Wealth Management
Florida
$792K -$78.3K -378 -8%
CFFP
1010
Center for Financial Planning
Michigan
$791K – – –
WE
1011
Wealth Effects
Massachusetts
$789K -$62.2K -300 -7%
LJAC
1012
L.J. Altfest & Co
New York
$785K +$28.6K +138 +3%
EFS
1013
Essex Financial Services
Connecticut
$784K -$13.9K -67 -2%
JIR
1014
James Investment Research
Ohio
$783K -$1.11M -5,336 -56%
FWCM
1015
Ferguson Wellman Capital Management
Oregon
$779K +$152K +735 +21%
DIM
1016
Delta Investment Management
California
$773K +$288K +1,392 +49%
GJWM
1017
Gilliland Jeter Wealth Management
Arkansas
$772K +$622 +3 +0.1%
ST
1018
Smithfield Trust
Pennsylvania
$771K -$12.6K -61 -1%
AAM
1019
Azzad Asset Management
Virginia
$769K -$1.21M -5,835 -58%
HTHT
1020
Hemenway Trust Hemenway Trust
New Hampshire
$767K -$36.7K -177 -4%
CAG
1021
Csenge Advisory Group
Florida
$764K -$355K -1,711 -29%
PFA
1022
Pathway Financial Advisers
Indiana
$763K -$26.1K -126 -3%
PWP
1023
Principle Wealth Partners
Connecticut
$763K +$33.2K +160 +4%
RFC
1024
Regions Financial Corp
Alabama
$762K -$2.9K -14 -0.3%
AWP
1025
Accretive Wealth Partners
New Jersey
$761K -$64.4K -311 -7%
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