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AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
PA
1051
Prossimo Advisors
California
$727K +$1.18K +6 +0.2%
RFC
1052
Regions Financial Corp
Alabama
$726K -$160K -815 -20%
CA
1053
Cornerstone Advisory
Maryland
$721K +$18.8K +96 +3%
FC
1054
Forte Capital
New York
$721K -$39.4K -201 -6%
SC
1055
Syon Capital
California
$718K +$250K +1,274 +63%
LS
1056
Livforsakringsbolaget Skandia
Sweden
$717K – – –
CB
1057
Cadence Bank
Mississippi
$715K – – –
FFA
1058
Farther Finance Advisors
California
$710K +$191K +975 +43%
MSS
1059
Mitchell Sinkler & Starr
Pennsylvania
$708K +$14.7K +75 +2%
IAIM
1060
International Assets Investment Management
Florida
$705K +$6.47K +33 +1%
FCP
1061
Fidelis Capital Partners
Florida
$705K -$77.9K -397 -11%
OPOWM
1062
One Plus One Wealth Management
Florida
$703K -$125K -637 -16%
PB
1063
Pinnacle Bancorp
Nebraska
$703K +$451K +2,297 +246%
MCM
1064
Mendel Capital Management
Arkansas
$703K +$50.2K +256 +9%
TC
1065
Tacita Capital
Ontario, Canada
$703K +$53.9K +275 +9%
MWM
1066
Mattern Wealth Management
Kansas
$700K -$61.8K -315 -9%
NP
1067
Nilsine Partners
Colorado
$700K +$12.9K +66 +2%
PWAM
1068
Private Wealth Asset Management
Iowa
$700K +$631K +3,216 New
CFO
1069
Callan Family Office
Pennsylvania
$698K -$1.88M -9,607 -75%
BFA
1070
Beaumont Financial Advisors
Massachusetts
$698K +$13.1K +67 +2%
SAI
1071
Savvy Advisors Inc
New York
$696K -$738K -3,760 -54%
CI
1072
Conning Inc
Connecticut
$696K – – –
BA
1073
Bridgewater Associates
Connecticut
$692K +$245K +1,251 +65%
MLA
1074
My Legacy Advisors
Oregon
$691K +$29K +148 +5%
SLI
1075
Sumitomo Life Insurance
Japan
$690K +$5.1K +26 +0.8%
41 42
43
44 45