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AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
TCBWMS
1101
Texas Capital Bank Wealth Management Services
Texas
$413K +$71.1K +395 +19%
GIM
1102
Goelzer Investment Management
Indiana
$412K -$40.9K -227 -8%
SCM
1103
Shelton Capital Management
Colorado
$411K -$822K -4,565 -64%
KCM
1104
Kathmere Capital Management
Pennsylvania
$411K +$64.4K +358 +17%
SF
1105
Symphony Financial
Texas
$410K +$154K +854 +54%
RC
1106
RBO & Co
California
$409K – – –
MPPW
1107
Mitchell & Pahl Private Wealth
Oklahoma
$409K -$5.58K -31 -1%
BWP
1108
Balboa Wealth Partners
Arizona
$409K -$118K -654 -21%
SFS
1109
Sowell Financial Services
Arkansas
$405K +$25.2K +140 +6%
FA
1110
FDx Advisors
Illinois
$405K -$54.2K -301 -11%
HT
1111
Headlands Technologies
Illinois
$404K +$444K +2,468 New
SPC
1112
Sigma Planning Corp
Michigan
$398K +$28.1K +156 +7%
PFA
1113
Peak Financial Advisors
Colorado
$398K -$720 -4 -0.2%
SG
1114
StoneX Group
New York
$397K +$114K +635 +38%
HTHT
1115
Hemenway Trust Hemenway Trust
New Hampshire
$396K -$9K -50 -2%
PWAM
1116
Private Wealth Asset Management
Iowa
$396K +$19.8K +110 +5%
TSMHT
1117
Thurston Springer Miller Herd & Titak
Indiana
$395K -$20.9K -116 -5%
WA
1118
Waddell & Associates
Tennessee
$394K +$434K +2,410 New
LF
1119
Lantz Financial
Illinois
$394K +$15.7K +87 +4%
KSB
1120
Kennebec Savings Bank
Maine
$392K +$9.54K +53 +2%
MMG
1121
Monetary Management Group
Missouri
$391K – – –
GPI
1122
General Partner Inc
Pennsylvania
$391K – – –
SAA
1123
Southeast Asset Advisors
Georgia
$391K – – –
BAAM
1124
Baker Avenue Asset Management
California
$391K +$141K +783 +49%
RWPA
1125
Richard W. Paul & Associates
Michigan
$391K -$6.12K -34 -1%
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