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AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
MPPW
1101
Mitchell & Pahl Private Wealth
Oklahoma
$446K -$11.3K -62 -2%
MYAM
1102
Meiji Yasuda Asset Management
Japan
$443K +$219K +1,202 +91%
PWM
1103
Palumbo Wealth Management
New York
$443K -$255K -1,402 -36%
GIA
1104
Gladstone Institutional Advisory
Florida
$443K +$33.3K +183 +8%
TFIPS
1105
Towarzystwo Funduszy Inwestycyjnych PZU SA
$442K +$58.2K +320 +15%
APP
1106
Avantax Planning Partners
Iowa
$441K +$19.5K +107 +4%
AL
1107
ARWA LLC
Texas
$440K +$456K +2,504 New
AG
1108
AlTi Global
New York
$439K -$650K -3,571 -59%
RC
1109
RBO & Co
California
$439K – – –
BCM
1110
Bluefin Capital Management
New York
$439K +$455K +2,500 New
EWM
1111
Elmwood Wealth Management
California
$433K +$46.4K +255 +12%
SC
1112
Sapient Capital
Indiana
$431K +$92.8K +510 +27%
WIM
1113
Warwick Investment Management
Texas
$428K -$41.1K -226 -8%
MWM
1114
Mission Wealth Management
California
$427K +$32K +176 +8%
SHFP
1115
Second Half Financial Partners
Florida
$424K -$37.9K -208 -8%
PFA
1116
Peak Financial Advisors
Colorado
$422K +$5.64K +31 +1%
WPC
1117
Wedmont Private Capital
Pennsylvania
$422K -$83.9K -461 -16%
DAS
1118
Diversify Advisory Services
Utah
$421K -$77.2K -424 -16%
GPI
1119
General Partner Inc
Pennsylvania
$420K +$276K +1,514 +173%
SAA
1120
Southeast Asset Advisors
Georgia
$420K – – –
GSEP
1121
Golden State Equity Partners
California
$418K +$60.4K +332 +16%
RCM
1122
Radnor Capital Management
Pennsylvania
$418K -$910 -5 -0.2%
PFW
1123
Petros Family Wealth
Minnesota
$416K -$170K -934 -28%
ABLA
1124
Alan B. Lancz & Associates
Ohio
$414K – – –
PA
1125
Probity Advisors
Texas
$413K +$7.1K +39 +2%
43 44
45
46 47