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AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
1051
SNS Financial Group
Minnesota
$366K -$76.2K -350 -18%
FIB
1052
First Interstate Bank
Montana
$366K -$2.61K -12 -0.7%
1W
1053
1776 Wealth
Georgia
$364K +$337K +1,547 New
OIA
1054
OneDigital Investment Advisors
Kansas
$363K -$28.1K -129 -8%
AWM
1055
Avior Wealth Management
Nebraska
$360K +$8.49K +39 +3%
GD
1056
Grandfield & Dodd
New York
$358K – – –
MCM
1057
Murphy Capital Management
New Jersey
$356K -$10.9K -50 -3%
DY
1058
Dowling & Yahnke
California
$352K +$44.4K +204 +15%
MG
1059
Mather Group
Illinois
$349K +$330K +1,517 New
RIA
1060
Realta Investment Advisors
Delaware
$348K -$35.5K -163 -9%
GC
1061
Gilbert & Cook
Iowa
$348K +$36.4K +167 +12%
PP
1062
Peconic Partners
New York
$345K -$2.18M -10,000 -87%
FFS
1063
Founders Financial Securities
Maryland
$345K -$19.2K -88 -6%
SFA
1064
Sequoia Financial Advisors
Ohio
$345K +$13.5K +62 +4%
VCM
1065
Vigilant Capital Management
Maine
$345K +$21.8K +100 +7%
OL
1066
Optas LLC
Texas
$338K +$322K +1,477 New
AIM
1067
AIA Investment Management
Singapore
$330K +$10K +46 +3%
SAM
1068
Seelaus Asset Management
New Jersey
$327K -$75.1K -345 -19%
HKAM
1069
Horizon Kinetics Asset Management
New York
$327K – – –
IWC
1070
Integrated Wealth Concepts
Massachusetts
$326K -$6.32K -29 -2%
MC
1071
Miles Capital
Iowa
$326K – – –
RCA
1072
Rowland Carmichael Advisors
Arizona
$326K +$3.92K +18 +1%
OPS
1073
Orion Portfolio Solutions
Nebraska
$326K +$309K +1,418 New
FC
1074
FORA Capital
Florida
$325K +$308K +1,416 New
HPWM
1075
Highland Private Wealth Management
Washington
$322K +$1.74K +8 +0.6%
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43
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