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AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
WWM
1051
Western Wealth Management
Colorado
$690K -$29.3K -157 -4%
AG
1052
AlTi Global
New York
$685K -$11.2K -60 -2%
MBTD
1053
Mechanics Bank - Trust Department
California
$683K -$234K -1,250 -26%
SAM
1054
Smartleaf Asset Management
Massachusetts
$683K +$190K +1,018 +41%
EFM
1055
E Fund Management
China
$678K +$381K +2,038 +141%
HPG
1056
Harvest Portfolios Group
Ontario, Canada
$678K +$61.9K +331 +10%
IAIM
1057
International Assets Investment Management
Florida
$678K +$935 +5 +0.1%
LIM
1058
Longfellow Investment Management
Massachusetts
$675K +$295K +1,580 +83%
BFA
1059
Buttonwood Financial Advisors
Maryland
$672K -$195K -1,043 -23%
CC
1060
Chicago Capital
Illinois
$668K -$62.4K -334 -9%
QWP
1061
Quotient Wealth Partners
Texas
$664K +$216K +1,154 +51%
KCM
1062
Kornitzer Capital Management
Kansas
$661K – – –
BFS
1063
Bard Financial Services
Connecticut
$661K +$42.1K +225 +7%
NP
1064
Nilsine Partners
Colorado
$658K +$11.6K +62 +2%
WAP
1065
Wealthcare Advisory Partners
Pennsylvania
$658K -$12.7K -68 -2%
CB
1066
Cadence Bank
Mississippi
$657K +$5.79K +31 +0.9%
BCM
1067
BluePath Capital Management
Georgia
$655K +$244K +1,307 +63%
FFO
1068
Fiduciary Family Office
Florida
$653K -$85K -455 -12%
OF
1069
Outfitter Financial
Maine
$651K +$173K +925 +38%
MLA
1070
My Legacy Advisors
Oregon
$650K +$65.6K +351 +12%
GIM
1071
Goelzer Investment Management
Indiana
$648K +$20.2K +108 +3%
PFGIA
1072
Patriot Financial Group Insurance Agency
Massachusetts
$647K +$75.7K +405 +14%
OPOWM
1073
One Plus One Wealth Management
Florida
$647K +$120K +644 +24%
HGWM
1074
Horst & Graben Wealth Management
Oregon
$645K – – –
GL
1075
Graypoint LLC
New York
$641K +$47.8K +256 +8%
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