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AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
KP
1101
Keel Point
Alabama
$629K +$137K +700 +32%
HWAM
1102
Hennion & Walsh Asset Management
New Jersey
$628K -$36.1K -184 -6%
PP
1103
PDS Planning
Ohio
$623K +$51.6K +263 +10%
GCM
1104
Gallacher Capital Management
Colorado
$619K +$54.7K +279 +11%
A
1105
AlphaQuest
New York
$618K -$909K -4,635 -62%
SCM
1106
Schnieders Capital Management
California
$617K -$10.4K -53 -2%
LSA
1107
Leonteq Securities AG
Switzerland
$617K -$939K -4,786 -63%
FFO
1108
Fiduciary Family Office
Florida
$614K +$554K +2,823 New
MSFS
1109
Main Street Financial Solutions
Pennsylvania
$613K -$64.7K -330 -10%
FIA
1110
Foundations Investment Advisors
Arizona
$611K -$95.3K -486 -15%
HWMO
1111
Heritage Wealth Management (Ohio)
Ohio
$610K – – –
LCG
1112
Lynx Capital Group
Ohio
$606K – – –
PW
1113
Pandora Wealth
Illinois
$606K +$546K +2,783 New
MPPW
1114
Mitchell & Pahl Private Wealth
Oklahoma
$605K -$11K -56 -2%
BFS
1115
Bard Financial Services
Connecticut
$604K – – –
FAFN
1116
First Affirmative Financial Network
Colorado
$597K -$32.6K -166 -6%
LC
1117
Lincoln Capital
Nebraska
$597K – – –
OMC
1118
Old Mission Capital
Illinois
$589K +$531K +2,709 New
EFS
1119
Essex Financial Services
Connecticut
$588K -$308K -1,571 -37%
VVP
1120
Venture Visionary Partners
Ohio
$583K -$76.3K -389 -13%
CW
1121
CreativeOne Wealth
Kansas
$582K +$14.7K +75 +3%
MA
1122
Modus Advisors
Minnesota
$582K -$23.9K -122 -4%
FFA
1123
Founders Financial Alliance
North Carolina
$579K +$51K +260 +11%
GAG
1124
GM Advisory Group
New York
$578K +$25.5K +130 +5%
USB
1125
Union Savings Bank
Connecticut
$574K -$192K -977 -27%
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