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AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
IEFM
1051
IQ EQ Fund Management
Ireland
$667K +$58.9K +231 +10%
CIAS
1052
Capital Investment Advisory Services
North Carolina
$664K -$3.57K -14 -0.6%
AWM
1053
Altium Wealth Management
New York
$662K -$239K -936 -28%
EAM
1054
Erste Asset Management
Austria
$661K +$412K +1,618 +200%
AUB
1055
Atlantic Union Bankshares
Virginia
$660K +$24.7K +97 +4%
SFO
1056
Stokes Family Office
Louisiana
$660K +$33.4K +131 +6%
WPA
1057
West Paces Advisors
Georgia
$660K +$71.1K +279 +13%
FFS
1058
Founders Financial Securities
Maryland
$659K +$69.3K +272 +13%
MCM
1059
Maryland Capital Management
Maryland
$659K +$96.3K +378 +18%
PTP
1060
Platform Technology Partners
New York
$659K +$622K +2,441 New
RA
1061
RFG Advisory
Alabama
$658K -$18.1K -71 -3%
CC
1062
Courier Capital
New York
$656K +$111K +437 +22%
ZB
1063
Zions Bancorporation
Utah
$650K +$158K +621 +35%
CI
1064
CAZ Investments
Texas
$648K – – –
RW
1065
REDW Wealth
New Mexico
$647K – – –
CPO
1066
Cerity Partners OCIO
New York
$646K +$89.7K +352 +17%
CPIA
1067
Cornell Pochily Investment Advisors
New York
$644K -$3.82K -15 -0.6%
DBRC
1068
D.B. Root & Company
Pennsylvania
$642K -$12.5K -49 -2%
WAM
1069
Weatherly Asset Management
California
$641K -$19.1K -75 -3%
CAM
1070
CenterStar Asset Management
Illinois
$638K – – –
FBC
1071
Fairfield, Bush & Co
Connecticut
$636K – – –
SDWIA
1072
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$635K +$17.8K +70 +3%
TC
1073
TownSquare Capital
Utah
$634K +$251K +983 +75%
ECAM
1074
East Coast Asset Management
Massachusetts
$631K – – –
CRWM
1075
Castle Rock Wealth Management
California
$627K +$39.2K +154 +7%
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