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AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
LWA
1051
Lineweaver Wealth Advisors
Ohio
$720K +$63.7K +320 +10%
MCM
1052
Mendel Capital Management
Arkansas
$719K -$68.1K -342 -9%
P
1053
&Partners
Tennessee
$711K +$709K +3,560 New
GWM
1054
Greenwich Wealth Management
Connecticut
$708K – – –
BONST
1055
Bank of Nova Scotia Trust
Ontario, Canada
$704K -$101K -508 -12%
BIG
1056
Brooklyn Investment Group
New York
$703K -$6.37K -32 -0.9%
AG
1057
AlTi Global
New York
$703K +$238K +1,193 +50%
FFA
1058
Farther Finance Advisors
California
$697K +$77.9K +391 +12%
ECM
1059
Evergreen Capital Management
Washington
$694K +$44.6K +224 +7%
FC
1060
Fulcrum Capital
Washington
$694K – – –
LC
1061
Lindbrook Capital
California
$692K +$103K +516 +17%
CCFM
1062
Clear Creek Financial Management
Washington
$688K +$394K +1,980 +132%
HFM
1063
Hartford Funds Management
Pennsylvania
$685K +$72.1K +362 +12%
RWP
1064
RWA Wealth Partners
Massachusetts
$684K +$16.5K +83 +2%
BCP
1065
Berkeley Capital Partners
Georgia
$683K -$86.8K -436 -11%
CCWM
1066
Correct Capital Wealth Management
Missouri
$683K +$115K +575 +20%
GAM
1067
Griffin Asset Management
New York
$682K -$573K -2,876 -45%
WAP
1068
Wealthcare Advisory Partners
Pennsylvania
$682K +$41.8K +210 +6%
CPIA
1069
Cornell Pochily Investment Advisors
New York
$682K +$31.1K +156 +5%
GM
1070
GeoWealth Management
Illinois
$672K -$658K -3,305 -49%
IAIM
1071
International Assets Investment Management
Florida
$672K -$90.2K -453 -12%
KCM
1072
Kornitzer Capital Management
Kansas
$672K – – –
MCC
1073
Malaga Cove Capital
California
$670K – – –
GI
1074
GAMMA Investing
California
$663K +$35.5K +178 +6%
CB
1075
Cadence Bank
Mississippi
$662K +$2.39K +12 +0.4%
41 42
43
44 45