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AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
1026
Waverly Advisors
Alabama
$832K +$439K +2,321 +152%
JFL
1027
Jarislowsky, Fraser Ltd
Quebec, Canada
$830K +$727K +3,845 New
AIS
1028
American Investment Services
Massachusetts
$829K +$7.56K +40 +1%
KPWS
1029
Kestra Private Wealth Services
Texas
$827K -$531K -2,812 -42%
UAML
1030
US Asset Management LLC
Pennsylvania
$823K +$721K +3,814 New
CCM
1031
Cinctive Capital Management
New York
$821K +$719K +3,805 New
SOAMC
1032
Spirit of America Management Corp
New York
$820K -$56.7K -300 -7%
CW
1033
Connectus Wealth
Ohio
$817K -$41.4K -219 -5%
CC
1034
Chicago Capital
Illinois
$814K +$120K +635 +20%
FWM
1035
Forza Wealth Management
Florida
$811K -$58.6K -310 -8%
BIG
1036
Brooklyn Investment Group
New York
$793K +$694K +3,673 New
FBC
1037
Fairfield, Bush & Co
Connecticut
$791K -$118K -625 -15%
KAS
1038
Kestra Advisory Services
Texas
$791K +$692K +3,662 New
RIA
1039
Regal Investment Advisors
Michigan
$787K +$265K +1,400 +62%
CT
1040
Clearstead Trust
Maine
$787K -$6.43K -34 -0.9%
BL
1041
Balentine LLC
Georgia
$783K +$345K +1,825 +101%
FAG
1042
Fortitude Advisory Group
Washington
$782K +$297K +1,573 +77%
PTCG
1043
Pring Turner Capital Group
California
$782K – – –
WS
1044
Wedbush Securities
California
$781K +$49.5K +262 +8%
NL
1045
Navalign LLC
California
$776K +$189 +1 +0%
LSA
1046
Leonteq Securities AG
Switzerland
$776K -$812K -4,299 -54%
GWM
1047
Greenwich Wealth Management
Connecticut
$774K +$567 +3 +0.1%
LWM
1048
Laidlaw Wealth Management
New York
$773K -$3.97K -21 -0.6%
DTL
1049
Dynamic Technology Lab
Singapore
$766K +$350K +1,852 +109%
EGM
1050
Engineers Gate Manager
New York
$765K -$2.01M -10,617 -75%
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