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AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
1101
Ritholtz Wealth Management
New York
$735K +$158K +578 +30%
SC
1102
Solstein Capital
California
$733K – – –
FIA
1103
Foundations Investment Advisors
Arizona
$732K +$166K +608 +27%
FC
1104
FCA Corp
Texas
$731K +$683K +2,500 New
SDWIA
1105
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$730K +$5.46K +20 +0.8%
DWM
1106
Defined Wealth Management
Oregon
$727K – – –
PFBT
1107
Parkside Financial Bank & Trust
Missouri
$727K +$506K +1,851 +291%
BCM
1108
Becker Capital Management
Oregon
$725K -$61.5K -225 -8%
HW
1109
Hancock Whitney
Mississippi
$725K -$14.8K -54 -2%
AUB
1110
Atlantic Union Bankshares
Virginia
$725K +$13.7K +50 +2%
WOC
1111
West Oak Capital
California
$720K -$4.1K -15 -0.4%
PCA
1112
Personal Capital Advisors
California
$720K +$238K +871 +55%
ABLA
1113
Alan B. Lancz & Associates
Ohio
$717K +$669K +2,450 New
ACH
1114
ArrowMark Colorado Holdings
Colorado
$715K – – –
RW
1115
REDW Wealth
New Mexico
$715K +$16.4K +60 +3%
DG
1116
DMC Group
Alabama
$712K +$823K +3,013 New
ED
1117
Exane Derivatives
France
$712K -$108K -396 -14%
IWM
1118
IHT Wealth Management
Illinois
$708K -$17.2K -63 -3%
AWM
1119
Altium Wealth Management
New York
$706K -$7.1K -26 -1%
QPW
1120
Quantum Private Wealth
Florida
$705K +$659K +2,411 New
HI
1121
Harbour Investments
Wisconsin
$703K -$369K -1,350 -36%
PMA
1122
Prudent Man Advisors
Illinois
$703K -$150K -549 -19%
FWM
1123
FFT Wealth Management
Pennsylvania
$703K +$657K +2,404 New
CI
1124
CAZ Investments
Texas
$702K – – –
VFPI
1125
Vantage Financial Partners (Illinois)
Illinois
$702K +$13.7K +50 +2%
43 44
45
46 47