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AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
CFG
1026
Cooper Financial Group
California
$642K +$358K +1,608 +149%
MPPLM
1027
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$637K -$113K -506 -15%
B
1028
Barings
North Carolina
$636K -$380K -1,708 -39%
NGA
1029
Naples Global Advisors
Florida
$630K -$10.7K -48 -2%
BW
1030
Bison Wealth
Georgia
$627K -$113K -508 -16%
EH
1031
Employers Holdings
Nevada
$625K – – –
RWB
1032
RMR Wealth Builders
New Jersey
$625K +$46.5K +209 +9%
JWCA
1033
J.W. Coons Advisors
Ohio
$620K +$94.6K +425 +20%
PI
1034
PEAK6 Investments
Illinois
$620K +$578K +2,594 New
OFS
1035
Orrstown Financial Services
Pennsylvania
$616K +$5.12K +23 +0.9%
BAIA
1036
Bel Air Investment Advisors
California
$613K +$571K +2,566 New
JFGIW
1037
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$612K -$4.01K -18 -0.7%
MMA
1038
Miracle Mile Advisors
California
$612K -$3.12K -14 -0.5%
BCM
1039
Becker Capital Management
Oregon
$612K – – –
OIA
1040
OneDigital Investment Advisors
Kansas
$611K -$122K -549 -18%
MIFH
1041
Migdal Insurance & Financial Holdings
Israel
$610K +$7.35K +33 +1%
NIM
1042
Needham Investment Management
New York
$609K – – –
RC
1043
RBO & Co
California
$609K +$10.9K +49 +2%
HH
1044
Hilltop Holdings
Texas
$604K +$67.9K +305 +14%
NL
1045
Navalign LLC
California
$604K +$563K +2,528 New
FC
1046
Forte Capital
New York
$601K +$36.7K +165 +7%
FC
1047
FCA Corp
Texas
$600K – – –
RA
1048
RFG Advisory
Alabama
$600K +$28.3K +127 +5%
VFPI
1049
Vantage Financial Partners (Illinois)
Illinois
$598K +$189K +850 +52%
FFA
1050
First Foundation Advisors
California
$597K +$51.4K +231 +10%
40 41
42
43 44