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AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
CPIA
1051
Cornell Pochily Investment Advisors
New York
$560K +$4.31K +17 +0.7%
BCM
1052
Bayesian Capital Management
New York
$556K +$583K +2,300 New
RA
1053
RFG Advisory
Alabama
$555K +$66.2K +261 +13%
IFWM
1054
Institute for Wealth Management
Colorado
$548K +$46.9K +185 +9%
CT
1055
Coastline Trust
Rhode Island
$541K -$5.07K -20 -0.9%
IEFM
1056
IQ EQ Fund Management
Ireland
$541K – – –
OL
1057
Optas LLC
Texas
$541K +$91.5K +361 +19%
CQS
1058
Credential Qtrade Securities
$541K +$60.1K +237 +12%
WSCM
1059
Wellington Shields Capital Management
New York
$535K – – –
FC
1060
Forte Capital
New York
$535K +$20.5K +81 +4%
FC
1061
FORA Capital
Florida
$534K -$103K -406 -16%
CPA
1062
Clear Perspective Advisors
Illinois
$534K +$216K +851 New
ECG
1063
Edge Capital Group
Georgia
$534K +$560K +2,210 New
TF
1064
TimeScale Financial
Massachusetts
$533K +$2.28K +9 +0.4%
IFG
1065
Independent Financial Group
California
$532K +$44.4K +175 +9%
SDWIA
1066
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$526K +$76.1K +300 +16%
TC
1067
TownSquare Capital
Utah
$526K +$176K +696 +47%
ABP
1068
Arthur B. Page
$524K +$77.3K +305 +16%
CIP
1069
Convergence Investment Partners
Florida
$522K -$358K -1,411 -40%
PAMG
1070
Patton Albertson Miller Group
Tennessee
$520K – – –
BWP
1071
Baldwin Wealth Partners
Massachusetts
$511K – – –
NJBEST
1072
New Jersey Better Educational Savings Trust
New Jersey
$508K – – –
AIP
1073
Ahrens Investment Partners
Louisiana
$506K -$38K -150 -7%
PBO
1074
Peoples Bank (Ohio)
Ohio
$506K +$4.06K +16 +0.8%
NIM
1075
NXG Investment Management
Texas
$506K +$142K +559 +36%
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