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AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
1101
Solstein Capital
California
$630K – – –
IWM
1102
IHT Wealth Management
Illinois
$629K +$20.7K +85 +4%
AUB
1103
Atlantic Union Bankshares
Virginia
$627K +$5.12K +21 +0.8%
RA
1104
RFG Advisory
Alabama
$626K -$11.5K -47 -2%
RWM
1105
Ritholtz Wealth Management
New York
$625K -$6.34K -26 -1%
RCM
1106
Radnor Capital Management
Pennsylvania
$624K -$37.8K -155 -6%
DWM
1107
Defined Wealth Management
Oregon
$624K – – –
CCB
1108
Cutter & Co Brokerage
Missouri
$623K +$56.1K +230 +10%
BCM
1109
Becker Capital Management
Oregon
$622K – – –
FMII
1110
Farmers & Merchants Investments Inc
Nebraska
$621K -$27.8K -114 -4%
SDWIA
1111
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$617K -$9.76K -40 -2%
ABLA
1112
Alan B. Lancz & Associates
Ohio
$615K – – –
MCM
1113
Mendel Capital Management
Arkansas
$615K +$72.7K +298 +14%
ACH
1114
ArrowMark Colorado Holdings
Colorado
$614K – – –
OPS
1115
Orion Portfolio Solutions
Nebraska
$611K +$63K +258 +12%
QPW
1116
Quantum Private Wealth
Florida
$605K – – –
FPCP
1117
Fort Point Capital Partners
California
$604K -$463K -1,899 -44%
FWM
1118
FFT Wealth Management
Pennsylvania
$604K – – –
CI
1119
CAZ Investments
Texas
$603K – – –
VFPI
1120
Vantage Financial Partners (Illinois)
Illinois
$603K – – –
SFO
1121
Stokes Family Office
Louisiana
$602K -$29.8K -122 -5%
BCM
1122
Bluefin Capital Management
New York
$600K -$390K -1,600 -40%
RW
1123
REDW Wealth
New Mexico
$599K -$14.2K -58 -2%
JC
1124
JB Capital
Connecticut
$598K -$533K -2,183 -48%
PMA
1125
Prudent Man Advisors
Illinois
$598K -$5.12K -21 -0.9%
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