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AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
NP
1101
Nilsine Partners
Colorado
$765K -$22K -99 -3%
LCM
1102
LVM Capital Management
Michigan
$764K – – –
SFP
1103
Sweet Financial Partners
Minnesota
$763K – – –
RPCONE
1104
Retirement Planning Company of New England
Rhode Island
$762K +$1.55K +7 +0.2%
CB
1105
Cadence Bank
Mississippi
$760K -$25.1K -113 -3%
OF
1106
Outfitter Financial
Maine
$759K -$18.8K -85 -3%
CI
1107
Conning Inc
Connecticut
$758K -$5.1K -23 -0.7%
MSS
1108
Mitchell Sinkler & Starr
Pennsylvania
$739K +$33.3K +150 +5%
SDWIA
1109
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$738K – – –
FFN
1110
Focus Financial Network
Minnesota
$738K +$235K +1,059 +50%
IWA
1111
Icon Wealth Advisors
Texas
$736K +$73.6K +332 +12%
VT
1112
Vise Technologies
New York
$729K +$695K +3,134 New
CWM
1113
Centurion Wealth Management
Virginia
$729K +$695K +3,133 New
IMRF
1114
Illinois Municipal Retirement Fund
Illinois
$728K +$694K +3,132 New
UAG
1115
United Advisor Group
Ohio
$722K +$51.9K +234 +8%
ACH
1116
ArrowMark Colorado Holdings
Colorado
$720K – – –
CIP
1117
Capital Insight Partners
Arizona
$719K +$21.3K +96 +3%
SCTC
1118
Sanibel Captiva Trust Company
Florida
$719K -$1.33K -6 -0.2%
SFI
1119
SPC Financial Inc
Maryland
$714K +$26.6K +120 +4%
KSWA
1120
Kathleen S. Wright Associates
Pennsylvania
$711K – – –
WB
1121
WesBanco Bank
West Virginia
$707K -$26.2K -118 -4%
WP
1122
WMS Partners
Maryland
$707K +$219K +986 +48%
UAML
1123
US Asset Management LLC
Pennsylvania
$706K -$1.77K -8 -0.2%
PPWP
1124
Premier Path Wealth Partners
New Jersey
$706K +$22.8K +103 +4%
WANY
1125
Wealthspire Advisors (New York)
New York
$703K +$365K +1,647 +120%
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