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AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
CCFM
1101
Clear Creek Financial Management
Washington
$592K -$80.7K -432 -12%
WPC
1102
Wedmont Private Capital
Pennsylvania
$592K +$85.8K +459 +20%
AC
1103
Avestar Capital
New York
$587K +$43.5K +233 +8%
BMCM
1104
Burns Matteson Capital Management
New York
$586K -$62.1K -332 -10%
BA
1105
Bristlecone Advisors
Washington
$583K – – –
CIP
1106
Capital Insight Partners
Arizona
$583K +$11.2K +60 +2%
IF
1107
Insight Folios
North Carolina
$583K -$8.97K -48 -2%
HWP
1108
Highline Wealth Partners
California
$581K +$3.36K +18 +0.6%
CA
1109
Cornerstone Advisory
Maryland
$581K -$173K -928 -24%
SFI
1110
SPC Financial Inc
Maryland
$574K +$161K +861 +41%
PPWP
1111
Premier Path Wealth Partners
New Jersey
$570K +$30.7K +164 +6%
NG
1112
Norden Group
Utah
$567K +$107K +572 +24%
MA
1113
Modus Advisors
Minnesota
$566K +$63K +337 +13%
BCM
1114
Boltwood Capital Management
California
$563K -$35K -187 -6%
MPPW
1115
Mitchell & Pahl Private Wealth
Oklahoma
$562K -$748 -4 -0.1%
PCA
1116
Pallas Capital Advisors
Massachusetts
$559K +$42.4K +227 +9%
UAG
1117
United Advisor Group
Ohio
$558K +$320K +1,712 +148%
CT
1118
Chicago Trust
Illinois
$557K -$476K -2,545 -47%
DT
1119
Diversified Trust
Tennessee
$554K +$268K +1,432 +101%
SWS
1120
SYSTM Wealth Solutions
Illinois
$552K -$1.42M -7,587 -73%
WAG
1121
Wallace Advisory Group
California
$550K +$529K +2,831 New
PIM
1122
Penobscot Investment Management
Massachusetts
$550K -$72.9K -390 -12%
HWMO
1123
Heritage Wealth Management (Ohio)
Ohio
$549K +$524K +2,805 New
FBC
1124
Fairfield, Bush & Co
Connecticut
$542K -$93.5K -500 -15%
GWSG
1125
GPS Wealth Strategies Group
Colorado
$541K +$33.1K +177 +7%
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