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AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
FC
1051
Forte Capital
New York
$921K -$37.9K -171 -4%
APA
1052
Astoria Portfolio Advisors
New York
$916K -$33.5K -151 -3%
LC
1053
Lindbrook Capital
California
$915K +$26.4K +119 +3%
LWA
1054
Lineweaver Wealth Advisors
Ohio
$910K +$12.2K +55 +1%
BCM
1055
BluePath Capital Management
Georgia
$906K +$116K +522 +15%
KCIC
1056
Kuhn & Co Investment Counsel
Illinois
$899K – – –
SFG
1057
Shum Financial Group
California
$888K +$920K +4,151 New
GAA
1058
Green Alpha Advisors
Colorado
$887K -$37.3K -168 -4%
GL
1059
Graypoint LLC
New York
$879K +$106K +480 +15%
ECA
1060
Elevated Capital Advisors
Utah
$874K -$9.31K -42 -1%
FIA
1061
Foundations Investment Advisors
Arizona
$869K -$3.77K -17 -0.5%
SB
1062
Strategic Blueprint
Georgia
$868K -$94.7K -427 -10%
AIS
1063
American Investment Services
Massachusetts
$864K – – –
PWM
1064
Palumbo Wealth Management
New York
$864K +$12.6K +57 +2%
BFA
1065
Beaumont Financial Advisors
Massachusetts
$863K -$1.61M -7,239 -66%
RI
1066
Ridgewood Investments
New Jersey
$860K -$13.5K -61 -2%
MMA
1067
Miracle Mile Advisors
California
$855K -$45K -203 -5%
AIC
1068
Ayalon Insurance Company
Israel
$853K -$1.55K -7 -0.2%
IAA
1069
Independent Advisor Alliance
North Carolina
$845K -$101K -455 -11%
OPOWM
1070
One Plus One Wealth Management
Florida
$839K +$62.5K +282 +8%
GWM
1071
Greenwich Wealth Management
Connecticut
$839K +$4.66K +21 +0.6%
AT
1072
American Trust
Kentucky
$839K -$248K -1,118 -24%
DWM
1073
Diversify Wealth Management
Utah
$839K -$72.1K -325 -8%
MSFS
1074
Main Street Financial Solutions
Pennsylvania
$836K -$43.9K -198 -5%
FFC
1075
First Financial Corp
Indiana
$831K +$222K +1,003 +39%
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43
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