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AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
1001
Thrive Wealth Management
Pennsylvania
$851K -$108K -498 -11%
OHWA
1002
Oak Hill Wealth Advisors
Virginia
$844K +$540K +2,500 +189%
CAG
1003
Csenge Advisory Group
Florida
$844K -$25.3K -117 -3%
LAIC
1004
Lederer & Associates Investment Counsel
California
$843K -$38K -176 -4%
PWM
1005
Palumbo Wealth Management
New York
$843K -$166K -768 -17%
ECA
1006
Elevated Capital Advisors
Utah
$842K – – –
SIA
1007
SeaBridge Investment Advisors
New Jersey
$838K -$17.9K -83 -2%
FCM
1008
Fire Capital Management
California
$837K +$23.3K +108 +3%
CPBTD
1009
Central Pacific Bank - Trust Division
Hawaii
$833K +$744K +3,444 +1,060%
FPL
1010
Fortress Private Ledger
North Carolina
$829K – – –
GL
1011
Graypoint LLC
New York
$828K +$17.1K +79 +2%
CWM
1012
Centurion Wealth Management
Virginia
$823K +$38.9K +180 +5%
LT
1013
Legacy Trust
Michigan
$822K -$84K -389 -9%
CIA
1014
Concurrent Investment Advisors
Florida
$817K +$58.9K +273 +8%
SBFM
1015
S-Bank Fund Management
Finland
$817K -$68.7K -318 -8%
RI
1016
Ridgewood Investments
New Jersey
$817K -$1.73K -8 -0.2%
JSW
1017
Journey Strategic Wealth
New Jersey
$809K +$790K +3,661 New
FPF
1018
First Pacific Financial
Washington
$807K -$53.5K -248 -6%
SG
1019
Sienna Gestion
France
$798K – – –
VWM
1020
Vigilare Wealth Management
Arizona
$797K +$416K +1,925 +114%
BG
1021
Bahl & Gaynor
Ohio
$795K -$305K -1,413 -28%
AG
1022
Ascent Group
Virginia
$793K -$1.98M -9,154 -72%
IMRF
1023
Illinois Municipal Retirement Fund
Illinois
$786K -$514K -2,379 -40%
HWP
1024
Highline Wealth Partners
California
$778K +$7.56K +35 +1%
UAML
1025
US Asset Management LLC
Pennsylvania
$775K – – –
39 40
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