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AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
1051
CCM Investment Advisers
South Carolina
$509K -$273K -1,500 -34%
DWM
1052
Diversify Wealth Management
Utah
$509K +$16.2K +89 +3%
CIA
1053
Caerus Investment Advisors
Texas
$508K +$527K +2,895 New
CA
1054
Cornerstone Advisory
Maryland
$508K -$62.1K -341 -11%
DE
1055
Diversified Enterprises
Delaware
$504K +$79.5K +437 +18%
AT
1056
Avalon Trust
New Mexico
$503K -$8.92K -49 -2%
NP
1057
Nilsine Partners
Colorado
$502K +$21.8K +120 +4%
NA
1058
Nordwand Advisors
Pennsylvania
$501K -$36.4K -200 -7%
BFA
1059
Beaumont Financial Advisors
Massachusetts
$500K -$224K -1,233 -30%
TSMHT
1060
Thurston Springer Miller Herd & Titak
Indiana
$498K +$365K +2,008 +242%
DWP
1061
Daymark Wealth Partners
Ohio
$496K -$51.1K -281 -9%
CG
1062
Clarus Group
Texas
$495K -$31.8K -175 -6%
KP
1063
Keel Point
Alabama
$493K -$15.3K -84 -3%
BA
1064
Bridgewater Advisors
New York
$493K +$28.9K +159 +6%
SW
1065
SVB Wealth
Massachusetts
$493K -$165K -905 -24%
LCG
1066
Lynx Capital Group
Ohio
$489K – – –
PWP
1067
Principle Wealth Partners
Connecticut
$488K -$13.6K -75 -3%
KHCM
1068
Kirtland Hills Capital Management
Ohio
$488K -$462K -2,541 -48%
PPWP
1069
Premier Path Wealth Partners
New Jersey
$487K -$186K -1,020 -27%
TC
1070
TownSquare Capital
Utah
$485K +$4.73K +26 +1%
WAP
1071
Wealthcare Advisory Partners
Pennsylvania
$484K -$12.6K -69 -2%
RC
1072
Roundview Capital
New Jersey
$484K -$350K -1,925 -41%
HTHT
1073
Hemenway Trust Hemenway Trust
New Hampshire
$481K -$45.5K -250 -8%
MWM
1074
Maripau Wealth Management
Indiana
$480K +$76.2K +419 +18%
MWM
1075
Mattern Wealth Management
Kansas
$479K -$80.8K -444 -14%
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43
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