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AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
XF
1051
XML Financial
Maryland
$488K -$4.32K -24 -0.8%
RCM
1052
Requisite Capital Management
Texas
$486K +$1.08K +6 +0.2%
LA
1053
Legacy Advisors
Pennsylvania
$483K +$61.9K +344 +13%
HBT
1054
Heartland Bank & Trust
Illinois
$483K +$17.6K +98 +3%
CFG
1055
Chapman Financial Group
Hawaii
$481K – – –
CG
1056
Caprock Group
Idaho
$479K +$263K +1,462 +103%
AG
1057
AlTi Global
New York
$477K +$37.8K +210 +8%
TC
1058
TownSquare Capital
Utah
$476K -$12.8K -71 -2%
WFI
1059
West Family Investments
California
$474K +$522K +2,900 New
CWS
1060
Cypress Wealth Services
California
$474K +$2.34K +13 +0.5%
KMWM
1061
Keudell/Morrison Wealth Management
Oregon
$472K +$29.7K +165 +6%
BFA
1062
Buttonwood Financial Advisors
Maryland
$472K +$360 +2 +0.1%
WPC
1063
Wedmont Private Capital
Pennsylvania
$471K -$38.3K -213 -7%
MCM
1064
Mendel Capital Management
Arkansas
$469K -$15.3K -85 -3%
DG
1065
DMC Group
Alabama
$469K -$19.4K -108 -4%
CA
1066
Cornerstone Advisory
Maryland
$468K -$56K -311 -10%
HIIFS
1067
Harel Insurance Investments & Financial Services
Israel
$468K +$78.3K +435 +18%
PWP
1068
Principle Wealth Partners
Connecticut
$467K +$18K +100 +4%
AT
1069
Avalon Trust
New Mexico
$467K +$28.8K +160 +6%
MWC
1070
MBM Wealth Consultants
Missouri
$467K +$88K +489 +21%
ACGA
1071
Atlanta Consulting Group Advisors
Georgia
$464K +$500K +2,775 New
TC
1072
Truvestments Capital
Florida
$462K +$3.6K +20 +0.7%
EFG
1073
Everhart Financial Group
Ohio
$461K -$36.2K -201 -7%
SAM
1074
Seelaus Asset Management
New Jersey
$460K +$64.4K +358 +15%
CA
1075
Continuum Advisory
Idaho
$460K -$82.1K -456 -14%
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