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AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
HH
1101
Hilltop Holdings
Texas
$558K -$118K -463 -18%
IG
1102
Ithaka Group
Virginia
$554K – – –
IFWM
1103
Institute for Wealth Management
Colorado
$553K -$2.55K -10 -0.5%
BWP
1104
BSW Wealth Partners
Colorado
$553K +$128K +501 +32%
MCIA
1105
Mountain Capital Investment Advisors
Colorado
$552K -$13.5K -53 -3%
QP
1106
Quilter Plc
United Kingdom
$552K +$44.1K +173 +9%
SVWAG
1107
Sound View Wealth Advisors Group
Georgia
$548K +$11.7K +46 +2%
QI
1108
Qtron Investments
Massachusetts
$546K – – –
SAM
1109
Sequent Asset Management
Texas
$546K – – –
EFSCE
1110
Enterprise Financial Services Corp (EFSC)
Missouri
$546K +$242K +951 +89%
EWM
1111
Endurance Wealth Management
Rhode Island
$545K – – –
SFO
1112
Standard Family Office
South Dakota
$545K – – –
LFA
1113
Landmark Financial Advisors
Kentucky
$542K +$85.4K +335 +20%
REMPR
1114
Roof Eidam Maycock Peralta (REMP)
California
$541K – – –
ED
1115
Exane Derivatives
France
$541K +$419K +1,646 +556%
BA
1116
Bluesphere Advisors
Pennsylvania
$540K – – –
TCM
1117
Tributary Capital Management
Nebraska
$532K -$2.55K -10 -0.5%
HCMG
1118
Howard Capital Management Group
California
$532K +$502K +1,968 New
MAM
1119
Martingale Asset Management
Massachusetts
$530K -$13.4M -52,476 -96%
EFS
1120
Essex Financial Services
Connecticut
$530K – – –
CMO
1121
Covenant Multifamily Offices
Texas
$527K +$497K +1,949 New
RCM
1122
Radnor Capital Management
Pennsylvania
$524K -$25.5K -100 -5%
TIA
1123
Tiemann Investment Advisors
California
$524K +$1.02K +4 +0.2%
CCWA
1124
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$523K +$493K +1,936 New
SSWM
1125
Sheets Smith Wealth Management
North Carolina
$522K – – –
43 44
45
46 47