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AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
FRM
1076
Fox Run Management
Connecticut
$378K +$404K +1,734 New
ZB
1077
Zions Bancorporation
Utah
$373K +$258K +1,108 +183%
BG
1078
Berry Group
Massachusetts
$369K -$30.7K -132 -7%
PWPS
1079
Pinnacle Wealth Planning Services
Ohio
$368K +$120K +516 +44%
LCM
1080
Leisure Capital Management
California
$367K +$392K +1,685 New
AGM
1081
Alpine Global Management
New York
$367K +$393K +1,687 New
PCM
1082
Palisade Capital Management
New Jersey
$366K – – –
EFS
1083
Essex Financial Services
Connecticut
$364K -$346K -1,485 -47%
IWC
1084
Integrated Wealth Concepts
Massachusetts
$364K +$58.4K +251 +18%
B
1085
Bailard
California
$364K +$389K +1,670 New
SFG
1086
SNS Financial Group
Minnesota
$363K +$17K +73 +5%
SHWM
1087
Silicon Hills Wealth Management
Texas
$363K +$386K +1,658 +20,725%
MG
1088
Mather Group
Illinois
$360K +$31.9K +137 +9%
LP
1089
LGL Partners
Pennsylvania
$359K – – –
1W
1090
1776 Wealth
Georgia
$359K +$24.4K +105 +7%
MC
1091
Montag & Caldwell
Georgia
$358K -$28.5M -122,373 -99%
FA
1092
FCG Advisors
New Jersey
$356K +$465 +2 +0.1%
PSP
1093
Principal Street Partners
Tennessee
$355K -$85.6K -368 -18%
DWM
1094
Dakota Wealth Management
Florida
$355K -$29.1K -125 -7%
EH
1095
Equitable Holdings
New York
$355K +$379K +1,629 New
MPCG
1096
Matrix Private Capital Group
New York
$353K -$8.84K -38 -2%
AUB
1097
Atlantic Union Bankshares
Virginia
$352K +$64.9K +279 +21%
HC
1098
Henshaw Capital
Massachusetts
$351K -$31.7K -136 -8%
CRCM
1099
Corbett Road Capital Management
Virginia
$351K -$74.9K -322 -17%
FHA
1100
First Horizon Advisors
Tennessee
$351K -$14.9K -64 -4%
42 43
44
45 46