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AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
AIA
1051
Alera Investment Advisors
Illinois
$645K -$1.28K -5 -0.2%
OPS
1052
Orion Portfolio Solutions
Nebraska
$640K +$102K +397 +15%
HWP
1053
Highline Wealth Partners
California
$638K +$764K +2,973 New
GFS
1054
GYL Financial Synergies
Connecticut
$635K +$11.6K +45 +2%
FMB
1055
Field & Main Bank
Kentucky
$634K -$36.2K -141 -5%
PWP
1056
Principle Wealth Partners
Connecticut
$634K -$13.9K -54 -2%
AF
1057
Arrow Financial
New York
$634K – – –
KSWA
1058
Kathleen S. Wright Associates
Pennsylvania
$632K +$326K +1,270 +76%
AF
1059
Alerus Financial
North Dakota
$631K -$97.9K -381 -11%
FFA
1060
First Foundation Advisors
California
$631K +$99.4K +387 +15%
ACG
1061
Allen Capital Group
Nebraska
$627K – – –
FC
1062
Forte Capital
New York
$627K +$25.9K +101 +4%
CCB
1063
Cutter & Co Brokerage
Missouri
$624K +$2.06K +8 +0.3%
SC
1064
Savant Capital
Illinois
$623K -$37K -144 -5%
FUBT
1065
First United Bank & Trust
Maryland
$623K -$15.4K -60 -2%
SFA
1066
Sequoia Financial Advisors
Ohio
$621K -$189K -735 -20%
GAG
1067
GM Advisory Group
New York
$617K +$739K +2,875 New
RPCONE
1068
Retirement Planning Company of New England
Rhode Island
$615K +$5.14K +20 +0.7%
AA
1069
Altrafin AG
$615K -$409K -1,590 -36%
HL
1070
HeadInvest LLC
Maine
$612K – – –
VIA
1071
Vident Investment Advisory
Georgia
$608K +$58.3K +227 +6%
WPA
1072
West Paces Advisors
Georgia
$608K -$5.65K -22 -0.8%
APA
1073
Astoria Portfolio Advisors
New York
$607K +$18K +70 +3%
O
1074
Ossiam
France
$606K +$689K +2,682 +1,916%
MMA
1075
Miracle Mile Advisors
California
$604K -$28.8K -112 -4%
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