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AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
PWLP
1101
Prio Wealth Limited Partnership
Massachusetts
$611K +$41K +144 +7%
AWM
1102
Aries Wealth Management
Maine
$610K +$203K +713 +45%
WOC
1103
West Oak Capital
California
$607K -$25.7K -90 -2%
PA
1104
Pinnacle Associates
New York
$603K +$855 +3 +0.1%
JWCA
1105
J.W. Coons Advisors
Ohio
$602K +$200K +703 +45%
JFGIW
1106
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$601K +$53.9K +189 +9%
EDRH
1107
Edmond de Rothschild Holding
Switzerland
$598K +$7.13K +25 +1%
KLI
1108
Kelman-Lazarov Inc
Tennessee
$597K -$8.27K -29 -1%
FC
1109
Ferris Capital
Massachusetts
$597K +$625K +2,191 New
AC
1110
Abbrea Capital
California
$594K -$7.13K -25 -1%
TWI
1111
Thomas White International
Illinois
$587K – – –
FIA
1112
Foundations Investment Advisors
Arizona
$586K +$132K +464 +26%
WPP
1113
Whalerock Point Partners
Rhode Island
$584K +$285 +1 +0%
OPS
1114
Orion Portfolio Solutions
Nebraska
$583K +$103K +360 +20%
CWM
1115
Calamos Wealth Management
Illinois
$580K -$474K -1,663 -43%
PTP
1116
Platform Technology Partners
New York
$579K -$74.1K -260 -11%
GT
1117
Glenview Trust
Kentucky
$579K – – –
WTB
1118
Washington Trust Bank
Washington
$577K -$155K -543 -20%
PRWA
1119
Platte River Wealth Advisors
Colorado
$576K +$11.4K +40 +2%
SF
1120
Summit Financial
New Jersey
$571K +$358K +1,256 +142%
LJAC
1121
L.J. Altfest & Co
New York
$570K -$1.04M -3,640 -63%
HH
1122
Hilltop Holdings
Texas
$570K +$23.9K +84 +4%
ACM
1123
Ategra Capital Management
Virginia
$567K – – –
SG
1124
Stonnington Group
California
$567K – – –
BWP
1125
Baldwin Wealth Partners
Massachusetts
$565K – – –
43 44
45
46 47