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AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
GAG
1101
GM Advisory Group
New York
$473K -$58.4K -320 -10%
LIM
1102
Longfellow Investment Management
Massachusetts
$470K – – –
LFA
1103
Landmark Financial Advisors
Kentucky
$466K +$10K +55 +2%
SDWIA
1104
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$465K – – –
GIA
1105
Gladstone Institutional Advisory
Florida
$465K +$249K +1,361 +93%
CAAS
1106
Capital Asset Advisory Services
Michigan
$463K -$98.5K -539 -16%
RPCONE
1107
Retirement Planning Company of New England
Rhode Island
$461K -$80.4K -440 -14%
4WM
1108
4J Wealth Management
Virginia
$460K -$22.6K -124 -4%
CIA
1109
Capital Investment Advisors
Georgia
$458K +$14.8K +81 +3%
SCP
1110
Syntal Capital Partners
Texas
$457K -$576K -3,153 -53%
MC
1111
Machina Capital
France
$455K +$505K +2,764 New
ECA
1112
Elevated Capital Advisors
Utah
$454K +$4.38K +24 +0.9%
TW
1113
TrinityPoint Wealth
Connecticut
$445K -$103K -563 -17%
SIM
1114
Sentry Investment Management
Wisconsin
$445K -$106K -580 -18%
BCMO
1115
Buckingham Capital Management (Ohio)
Ohio
$444K – – –
LC
1116
Lincoln Capital
Nebraska
$444K – – –
CCA
1117
Covey Capital Advisors
Georgia
$442K – – –
RCM
1118
Radnor Capital Management
Pennsylvania
$437K -$28.5K -156 -6%
FFA
1119
Founders Financial Alliance
North Carolina
$435K -$8.77K -48 -2%
WR
1120
WD Rutherford
Oregon
$435K -$142K -780 -23%
AWM
1121
Aries Wealth Management
Maine
$434K +$913 +5 +0.2%
PWMG
1122
Pinnacle Wealth Management Group
Michigan
$433K -$27.4K -150 -5%
FFC
1123
First Financial Corp
Indiana
$430K +$6.21K +34 +1%
TGAM
1124
TBH Global Asset Management
Tennessee
$428K – – –
RWA
1125
Ropes Wealth Advisors
Massachusetts
$428K -$64.1K -351 -12%
43 44
45
46 47