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AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
1076
Mark Asset Management
New York
$670K – – –
FIA
1077
Foundations Investment Advisors
Arizona
$665K -$45.7K -182 -7%
ABLA
1078
Alan B. Lancz & Associates
Ohio
$664K – – –
TWM
1079
Thrive Wealth Management
Pennsylvania
$663K +$182K +725 +39%
B
1080
Bellecapital
Switzerland
$662K -$1.25K -5 -0.2%
JHP
1081
James Hambro & Partners
United Kingdom
$661K – – –
LFA
1082
Landmark Financial Advisors
Kentucky
$661K +$2.51K +10 +0.4%
OPS
1083
Orion Portfolio Solutions
Nebraska
$660K +$37.6K +150 +6%
AWM
1084
Aries Wealth Management
Maine
$657K +$645K +2,570 New
WP
1085
WMS Partners
Maryland
$655K -$35.9K -143 -5%
FFA
1086
First Foundation Advisors
California
$653K -$388K -1,546 -38%
UWM
1087
Urban Wealth Management
California
$653K +$641K +2,555 New
SC
1088
Sepio Capital
Utah
$650K +$97.1K +387 +18%
RC
1089
RBO & Co
California
$639K -$9.03K -36 -1%
FC
1090
FCA Corp
Texas
$639K -$8.28K -33 -1%
DWM
1091
Defined Wealth Management
Oregon
$639K +$3.76K +15 +0.6%
AUB
1092
Atlantic Union Bankshares
Virginia
$635K -$3.76K -15 -0.6%
RCM
1093
Radnor Capital Management
Pennsylvania
$635K – – –
GWSG
1094
GPS Wealth Strategies Group
Colorado
$635K +$279K +1,110 +81%
BCM
1095
Becker Capital Management
Oregon
$633K – – –
ZCA
1096
Zeke Capital Advisors
Pennsylvania
$632K +$54.5K +217 +10%
LFAS
1097
Level Four Advisory Services
Texas
$628K -$68.8K -274 -10%
TFCP
1098
Twin Focus Capital Partners
Massachusetts
$627K -$135K -538 -18%
SDWIA
1099
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$627K – – –
KA
1100
Kovack Advisors
Florida
$623K +$17.8K +71 +3%
42 43
44
45 46