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AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
WOC
1051
West Oak Capital
California
$613K – – –
BMCM
1052
Burns Matteson Capital Management
New York
$612K +$3.13K +16 +0.5%
QI
1053
Qtron Investments
Massachusetts
$611K -$221K -1,129 -26%
CC
1054
Chicago Capital
Illinois
$608K +$13.7K +70 +2%
NSIM
1055
North Star Investment Management
Illinois
$605K – – –
LC
1056
Lavaca Capital
Texas
$605K -$33.8K -173 -5%
DS
1057
DRW Securities
Illinois
$602K +$45.2K +231 +8%
CPC
1058
Congress Park Capital
New York
$601K +$606K +3,100 New
PWP
1059
Phillips Wealth Planners
Mississippi
$601K +$231K +1,182 +62%
GLR
1060
Great Lakes Retirement
Ohio
$596K +$3.32K +17 +0.6%
MFG
1061
Merit Financial Group
Georgia
$595K +$600K +3,069 New
NGA
1062
Naples Global Advisors
Florida
$594K +$63.3K +324 +12%
ABP
1063
Arthur B. Page
$592K -$202K -1,033 -25%
MC
1064
Moors & Cabot
Massachusetts
$590K -$39.3K -201 -6%
MWM
1065
Marion Wealth Management
Pennsylvania
$585K +$17.8K +91 +3%
BA
1066
Bristlecone Advisors
Washington
$585K – – –
SSG
1067
Summit Securities Group
New York
$584K -$59.2K -303 -9%
AFG
1068
ABLE Financial Group
Arizona
$584K +$121K +619 +26%
VFA
1069
Voya Financial Advisors
Connecticut
$582K -$205K -1,048 -26%
SB
1070
Strategic Blueprint
Georgia
$581K +$7.43K +38 +1%
PFGIA
1071
Patriot Financial Group Insurance Agency
Massachusetts
$580K -$112K -572 -16%
HWP
1072
Highline Wealth Partners
California
$577K – – –
CWP
1073
Concord Wealth Partners
Virginia
$574K +$86.4K +442 +18%
AG
1074
AIA Group
Hong Kong
$574K +$364K +1,864 +170%
EA
1075
Ellsworth Advisors
Ohio
$573K +$19.2K +98 +3%
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