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AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
1076
Diversify Wealth Management
Utah
$689K -$92K -469 -13%
BA
1077
Bridgewater Advisors
New York
$686K +$608K +3,098 New
PFS
1078
Prospect Financial Services
New York
$685K – – –
DT
1079
Diversified Trust
Tennessee
$684K -$170K -868 -22%
CT
1080
Chicago Trust
Illinois
$682K +$70.4K +359 +13%
CCFM
1081
Clear Creek Financial Management
Washington
$676K -$41.2K -210 -6%
ACH
1082
ArrowMark Colorado Holdings
Colorado
$674K – – –
CIP
1083
Capital Insight Partners
Arizona
$670K -$37.7K -192 -6%
PFW
1084
Petros Family Wealth
Minnesota
$670K +$5.49K +28 +0.9%
AIC
1085
Argus Investors Counsel
New York
$669K -$275K -1,400 -31%
MWM
1086
Mission Wealth Management
California
$663K +$187K +953 +45%
WANY
1087
Wealthspire Advisors (New York)
New York
$663K +$34.3K +175 +6%
RB
1088
Renasant Bank
Mississippi
$659K +$149K +757 +33%
BFA
1089
Buttonwood Financial Advisors
Maryland
$656K -$34.1K -174 -5%
SW
1090
StrongBox Wealth
Missouri
$651K +$45.7K +233 +8%
CWM
1091
Centurion Wealth Management
Virginia
$650K – – –
WPC
1092
Wedmont Private Capital
Pennsylvania
$648K +$42K +214 +8%
PWP
1093
Principle Wealth Partners
Connecticut
$639K -$240K -1,225 -29%
WAP
1094
Wealthcare Advisory Partners
Pennsylvania
$638K +$28.1K +143 +5%
CG
1095
Clarus Group
Texas
$636K -$186K -949 -25%
WWM
1096
Western Wealth Management
Colorado
$633K -$692K -3,530 -55%
LC
1097
Lindbrook Capital
California
$631K -$139K -709 -20%
KSWA
1098
Kathleen S. Wright Associates
Pennsylvania
$630K – – –
WB
1099
WesBanco Bank
West Virginia
$630K +$2.94K +15 +0.5%
KP
1100
Keel Point
Alabama
$629K +$137K +700 +32%
42 43
44
45 46