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AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
CCFM
1001
Clear Creek Financial Management
Washington
$554K -$125K -694 -18%
IC
1002
Inscription Capital
Texas
$554K -$63.3K -352 -10%
AWA
1003
Acumen Wealth Advisors
Tennessee
$552K +$546K +3,036 +1,840%
MMA
1004
Miracle Mile Advisors
California
$552K -$137K -760 -19%
PWP
1005
Phillips Wealth Planners
Mississippi
$551K +$322K +1,787 +135%
PCP
1006
Perbak Capital Partners
United Kingdom
$548K +$572K +3,177 New
CA
1007
Cornerstone Advisory
Maryland
$547K +$50.2K +279 +10%
SACTSONJ
1008
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$547K -$329K -1,830 -37%
SOAMC
1009
Spirit of America Management Corp
New York
$547K +$36K +200 +7%
PB
1010
Pinnacle Bancorp
Nebraska
$544K -$18.4K -102 -3%
BWP
1011
Balboa Wealth Partners
Arizona
$544K -$14K -78 -2%
GSEP
1012
Golden State Equity Partners
California
$544K +$138K +767 +32%
EWA
1013
EverSource Wealth Advisors
Alabama
$539K -$132K -735 -19%
FFC
1014
First Financial Corp
Indiana
$537K -$21.6K -120 -4%
SWM
1015
SeaCrest Wealth Management
New York
$534K -$360 -2 -0.1%
WANY
1016
Wealthspire Advisors (New York)
New York
$533K -$223K -1,238 -29%
CL
1017
CSS LLC
Illinois
$532K +$19.8K +110 +4%
WPC
1018
Wedmont Private Capital
Pennsylvania
$530K +$92.8K +516 +21%
FHC
1019
First Heartland Consultants
Missouri
$523K – – –
EFG
1020
Everhart Financial Group
Ohio
$521K +$80.4K +447 +17%
HS
1021
Hazelview Securities
Ontario, Canada
$520K +$157K +870 +41%
FAFN
1022
First Affirmative Financial Network
Colorado
$520K +$542K +3,014 New
XF
1023
XML Financial
Maryland
$519K -$27.4K -152 -5%
MC
1024
Machina Capital
France
$519K +$65K +361 +14%
SI
1025
Sava Infond
Slovenia
$518K -$450K -2,500 -45%
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