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AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
ECU
1101
Eisler Capital (UK)
United Kingdom
$596K +$573K +3,067 New
CCFM
1102
Clear Creek Financial Management
Washington
$592K -$80.7K -432 -12%
WPC
1103
Wedmont Private Capital
Pennsylvania
$592K +$85.8K +459 +20%
AC
1104
Avestar Capital
New York
$587K +$43.5K +233 +8%
BMCM
1105
Burns Matteson Capital Management
New York
$586K -$62.1K -332 -10%
BA
1106
Bristlecone Advisors
Washington
$583K – – –
CIP
1107
Capital Insight Partners
Arizona
$583K +$11.2K +60 +2%
IF
1108
Insight Folios
North Carolina
$583K -$8.97K -48 -2%
HWP
1109
Highline Wealth Partners
California
$581K +$3.36K +18 +0.6%
CA
1110
Cornerstone Advisory
Maryland
$581K -$173K -928 -24%
SFI
1111
SPC Financial Inc
Maryland
$574K +$161K +861 +41%
PPWP
1112
Premier Path Wealth Partners
New Jersey
$570K +$30.7K +164 +6%
NG
1113
Norden Group
Utah
$567K +$107K +572 +24%
MA
1114
Modus Advisors
Minnesota
$566K +$63K +337 +13%
BCM
1115
Boltwood Capital Management
California
$563K -$35K -187 -6%
MPPW
1116
Mitchell & Pahl Private Wealth
Oklahoma
$562K -$748 -4 -0.1%
PCA
1117
Pallas Capital Advisors
Massachusetts
$559K +$42.4K +227 +9%
UAG
1118
United Advisor Group
Ohio
$558K +$320K +1,712 +148%
CT
1119
Chicago Trust
Illinois
$557K -$476K -2,545 -47%
DT
1120
Diversified Trust
Tennessee
$554K +$268K +1,432 +101%
SWS
1121
SYSTM Wealth Solutions
Illinois
$552K -$1.42M -7,587 -73%
WAG
1122
Wallace Advisory Group
California
$550K +$529K +2,831 New
PIM
1123
Penobscot Investment Management
Massachusetts
$550K -$72.9K -390 -12%
HWMO
1124
Heritage Wealth Management (Ohio)
Ohio
$549K +$524K +2,805 New
FBC
1125
Fairfield, Bush & Co
Connecticut
$542K -$93.5K -500 -15%
43 44
45
46 47