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AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
CAAS
1051
Capital Asset Advisory Services
Michigan
$627K -$60.6K -289 -9%
KSWA
1052
Kathleen S. Wright Associates
Pennsylvania
$626K +$110K +525 +21%
CC
1053
Chicago Capital
Illinois
$626K +$11.5K +55 +2%
MCI
1054
MRP Capital Investments
Georgia
$625K -$78.7K -375 -11%
GLR
1055
Great Lakes Retirement
Ohio
$624K +$641K +3,055 New
AWA
1056
Arkadios Wealth Advisors
Georgia
$620K -$7.34K -35 -1%
APA
1057
Astoria Portfolio Advisors
New York
$620K +$25.2K +120 +4%
GIM
1058
Goelzer Investment Management
Indiana
$618K +$29.8K +142 +5%
LIG
1059
Lokken Investment Group
Delaware
$617K +$45.1K +215 +8%
BA
1060
Bristlecone Advisors
Washington
$616K -$7.34K -35 -1%
E
1061
Ergoteles
New York
$609K +$625K +2,978 New
HWP
1062
Highline Wealth Partners
California
$608K – – –
SB
1063
Strategic Blueprint
Georgia
$604K +$29.4K +140 +5%
EAM
1064
Erste Asset Management
Austria
$604K – – –
AWA
1065
Arete Wealth Advisors
Illinois
$603K +$74.9K +357 +14%
WAP
1066
Wealthcare Advisory Partners
Pennsylvania
$601K +$18.3K +87 +3%
AIA
1067
Alera Investment Advisors
Illinois
$600K +$5.25K +25 +0.9%
RIA
1068
Realta Investment Advisors
Delaware
$600K -$65K -310 -10%
MSA
1069
Marino Stram & Associates
Massachusetts
$598K +$12.6K +60 +2%
MWM
1070
Marion Wealth Management
Pennsylvania
$598K +$68.8K +328 +13%
CIA
1071
Capital Investment Advisors
Georgia
$597K -$44.5K -212 -7%
VSQM
1072
V-Square Quantitative Management
Illinois
$596K +$612K +2,915 New
AIS
1073
American Investment Services
Massachusetts
$594K – – –
CAM
1074
Columbia Asset Management
Michigan
$594K +$109K +520 +22%
GIA
1075
Gladstone Institutional Advisory
Florida
$593K -$862K -4,108 -59%
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