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AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
SW
1101
StrongBox Wealth
Missouri
$512K -$37.5K -180 -6%
FFA
1102
First Foundation Advisors
California
$511K +$150K +720 +37%
BFS
1103
Bard Financial Services
Connecticut
$510K -$10.4K -50 -2%
GAG
1104
GM Advisory Group
New York
$509K +$25K +120 +5%
BWM
1105
Blossom Wealth Management
California
$509K +$9.17K +44 +2%
FFA
1106
Founders Financial Alliance
North Carolina
$507K +$1.67K +8 +0.3%
SHFP
1107
Second Half Financial Partners
Florida
$504K +$40.8K +196 +8%
BCM
1108
Boltwood Capital Management
California
$504K -$208 -1 -0%
CT
1109
Chicago Trust
Illinois
$501K -$72.9K -350 -12%
GWSG
1110
GPS Wealth Strategies Group
Colorado
$501K +$8.54K +41 +2%
DWM
1111
Diversify Wealth Management
Utah
$501K -$54.6K -262 -8%
MPPW
1112
Mitchell & Pahl Private Wealth
Oklahoma
$501K -$7.71K -37 -1%
EFG
1113
Everhart Financial Group
Ohio
$500K +$50.2K +241 +10%
DG
1114
DMC Group
Alabama
$497K +$26.5K +127 +5%
CWS
1115
Cypress Wealth Services
California
$494K -$24K -115 -4%
WAG
1116
Wallace Advisory Group
California
$492K -$123K -588 -21%
PW
1117
Pandora Wealth
Illinois
$490K -$45K -216 -8%
HKIMG
1118
Hutchens & Kramer Investment Management Group
Indiana
$490K -$395K -1,897 -43%
BA
1119
Bridgewater Advisors
New York
$484K -$91K -437 -13%
MA
1120
Modus Advisors
Minnesota
$484K -$3.54K -17 -0.7%
GIM
1121
Goelzer Investment Management
Indiana
$482K -$28.5K -137 -5%
MCCA
1122
Mill Creek Capital Advisors
Pennsylvania
$482K -$971K -4,660 -65%
RC
1123
RBO & Co
California
$481K – – –
LA
1124
Legacy Advisors
Pennsylvania
$481K +$521K +2,500 New
DAS
1125
Diversify Advisory Services
Utah
$480K -$186K -895 -25%
43 44
45
46 47