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AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
VVP
1026
Venture Visionary Partners
Ohio
$682K -$32.3K -154 -4%
MPPW
1027
Mitchell & Pahl Private Wealth
Oklahoma
$682K -$17K -81 -2%
SVWAG
1028
Sound View Wealth Advisors Group
Georgia
$679K +$341K +1,626 +96%
HGWM
1029
Horst & Graben Wealth Management
Oregon
$678K – – –
ET
1030
Equitable Trust
Tennessee
$678K -$160K -764 -19%
SSG
1031
Summit Securities Group
New York
$677K -$138K -658 -17%
LC
1032
Lavaca Capital
Texas
$675K +$1.47K +7 +0.2%
SIA
1033
Schechter Investment Advisors
Michigan
$669K -$23.9K -114 -3%
TFCP
1034
Twin Focus Capital Partners
Massachusetts
$666K +$120K +574 +21%
TW
1035
TrinityPoint Wealth
Connecticut
$663K +$5.46K +26 +0.8%
MC
1036
Moors & Cabot
Massachusetts
$663K -$96.3K -459 -12%
AAIM
1037
American Assets Investment Management
California
$661K +$138K +658 +26%
MSS
1038
Mitchell Sinkler & Starr
Pennsylvania
$661K +$222K +1,060 +49%
FC
1039
Forte Capital
New York
$661K +$20.8K +99 +3%
4WM
1040
4J Wealth Management
Virginia
$655K -$35.2K -168 -5%
BFA
1041
BBJS Financial Advisors
Washington
$648K +$197K +939 +42%
BWM
1042
Buckley Wealth Management
Nevada
$641K -$8.18K -39 -1%
BMCM
1043
Burns Matteson Capital Management
New York
$641K +$37.8K +180 +6%
NSIM
1044
North Star Investment Management
Illinois
$638K – – –
PWC
1045
PYA Waltman Capital
Tennessee
$637K +$244K +1,161 +59%
TCM
1046
Traynor Capital Management
Pennsylvania
$636K -$201K -956 -24%
CC
1047
Centiva Capital
New York
$633K +$506K +2,410 +351%
GAG
1048
GM Advisory Group
New York
$632K +$14.7K +70 +2%
RPCONE
1049
Retirement Planning Company of New England
Rhode Island
$629K +$52.2K +249 +9%
SIM
1050
Sentry Investment Management
Wisconsin
$628K -$27.9K -133 -4%
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