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AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
IIM
1101
Ipswich Investment Management
Massachusetts
$471K -$247K -1,000 -35%
BG
1102
Berry Group
Massachusetts
$471K +$31.2K +126 +7%
FMB
1103
Field & Main Bank
Kentucky
$471K +$450K +1,820 New
BOS
1104
Bank of Stockton
California
$470K +$88.1K +356 +24%
PCM
1105
Prelude Capital Management
New York
$470K +$449K +1,816 New
PP
1106
Patten & Patten
Tennessee
$467K – – –
AWM
1107
Avior Wealth Management
Nebraska
$465K -$40.6K -164 -8%
BA
1108
BCM Advisors
Louisiana
$465K – – –
CP
1109
Coho Partners
Pennsylvania
$464K -$33.4K -135 -7%
ZB
1110
Zions Bancorporation
Utah
$457K +$14.1K +57 +3%
AA
1111
Ancora Advisors
Ohio
$457K +$49.5K +200 +13%
CCFM
1112
Clear Creek Financial Management
Washington
$456K +$24.7K +100 +6%
RCAG
1113
Rehmann Capital Advisory Group
Michigan
$456K -$11.9K -48 -3%
BOPW
1114
Brandywine Oak Private Wealth
Pennsylvania
$453K -$74.5K -301 -15%
TFCP
1115
Twin Focus Capital Partners
Massachusetts
$452K +$2.23K +9 +0.5%
OPS
1116
Orion Portfolio Solutions
Nebraska
$452K +$70K +283 +19%
DWM
1117
Dakota Wealth Management
Florida
$451K +$29.7K +120 +7%
MG
1118
Mather Group
Illinois
$450K +$21.5K +87 +5%
EH
1119
Equitable Holdings
New York
$450K +$27.7K +112 +7%
NDSI
1120
Newman Dignan & Sheerar Inc
Rhode Island
$445K +$36.4K +147 +10%
PCP
1121
Proficio Capital Partners
Massachusetts
$444K +$2.23K +9 +0.5%
LCM
1122
Leisure Capital Management
California
$436K – – –
PCM
1123
Palisade Capital Management
New Jersey
$435K – – –
FA
1124
FCG Advisors
New Jersey
$432K +$9.4K +38 +2%
1W
1125
1776 Wealth
Georgia
$431K +$4.7K +19 +1%
43 44
45
46 47