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AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
FAM
1026
Fulcrum Asset Management
United Kingdom
$765K – – –
SS
1027
Simplicity Solutions
Minnesota
$765K +$85.2K +299 +12%
CFA
1028
Carroll Financial Associates
North Carolina
$764K +$2.57K +9 +0.3%
ATPW
1029
Ashton Thomas Private Wealth
Arizona
$763K +$461K +1,616 +128%
AWP
1030
Accretive Wealth Partners
New Jersey
$763K +$44.8K +157 +6%
ED
1031
Exane Derivatives
France
$751K +$253K +887 +46%
HCA
1032
Heck Capital Advisors
Wisconsin
$749K -$14.3K -50 -2%
JDR
1033
Jay D. Rosenbaum
$745K -$3.42K -12 -0.4%
NL
1034
Navalign LLC
California
$745K +$23.4K +82 +3%
B
1035
Bellecapital
Switzerland
$742K +$7.7K +27 +1%
TCM
1036
Twin Capital Management
Pennsylvania
$738K -$301K -1,055 -28%
WP
1037
WealthSource Partners
California
$731K -$38.5K -135 -5%
FC
1038
Forte Capital
New York
$731K +$4.85K +17 +0.6%
LC
1039
Lincoln Capital
Nebraska
$730K – – –
CPO
1040
Cerity Partners OCIO
New York
$730K +$102K +358 +15%
PCA
1041
Pallas Capital Advisors
Massachusetts
$730K +$480K +1,684 +183%
WC
1042
Woodstock Corp
Massachusetts
$728K – – –
JHP
1043
James Hambro & Partners
United Kingdom
$728K +$570K +2,000 +270%
MAM
1044
Mark Asset Management
New York
$723K +$1.43K +5 +0.2%
BP
1045
Ballentine Partners
Massachusetts
$721K -$4.56K -16 -0.6%
MMA
1046
Miracle Mile Advisors
California
$718K -$12.5K -44 -2%
CA
1047
CGN Advisors
Kansas
$718K +$17.1K +60 +2%
BCMO
1048
Buckingham Capital Management (Ohio)
Ohio
$717K – – –
BCM
1049
Becker Capital Management
Oregon
$717K +$18.5K +65 +2%
WPA
1050
West Paces Advisors
Georgia
$712K +$68.1K +239 +10%
40 41
42
43 44