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AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
LT
1026
Legacy Trust
Michigan
$753K -$32.5K -157 -4%
SFG
1027
Shum Financial Group
California
$748K -$19.9K -96 -2%
LCM
1028
Logan Capital Management
Pennsylvania
$748K -$622K -3,000 -42%
MLL
1029
Moody Lynn & Lieberson
Massachusetts
$748K – – –
LAIC
1030
Lederer & Associates Investment Counsel
California
$745K -$32.3K -156 -4%
CB
1031
Community Bank
New York
$744K – – –
UAG
1032
United Advisor Group
Ohio
$744K +$197K +951 +31%
EPIMS
1033
Evelyn Partners Investment Management Services
$740K +$837K +4,037 New
APA
1034
Astoria Portfolio Advisors
New York
$740K -$8.91K -43 -1%
FFC
1035
First Financial Corp
Indiana
$739K +$94.5K +456 +13%
ECA
1036
Elevated Capital Advisors
Utah
$738K +$54.5K +263 +7%
DT
1037
Diversified Trust
Tennessee
$736K -$153K -739 -16%
BIG
1038
Brooklyn Investment Group
New York
$730K +$107K +518 +15%
SWM
1039
SeaCrest Wealth Management
New York
$730K -$418K -2,018 -34%
CA
1040
Centerpoint Advisors
Massachusetts
$729K – – –
BJL
1041
Brighton Jones LLC
Washington
$727K +$436K +2,104 +113%
PMA
1042
Prudent Man Advisors
Illinois
$719K -$211K -1,017 -21%
WA
1043
Wealth Alliance
New York
$717K -$184K -887 -18%
LCM
1044
LVM Capital Management
Michigan
$712K -$10.4K -50 -1%
CG
1045
Clarus Group
Texas
$710K -$278K -1,342 -26%
OPOWM
1046
One Plus One Wealth Management
Florida
$709K +$53.9K +260 +7%
KCIC
1047
Kuhn & Co Investment Counsel
Illinois
$709K – – –
MS
1048
Maven Securities
Jersey
$704K +$796K +3,841 New
AC
1049
Avestar Capital
New York
$699K +$84.7K +409 +12%
PWM
1050
Palumbo Wealth Management
New York
$699K +$20.3K +98 +3%
40 41
42
43 44