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AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
IBOK
1126
Independence Bank of Kentucky
Kentucky
$388K -$172K -958 -29%
6SA
1127
6th Street Advisors
Alabama
$386K +$36K +200 +9%
PPWM
1128
Paragon Private Wealth Management
Kentucky
$385K -$38.3K -213 -8%
SW
1129
SVB Wealth
Massachusetts
$385K -$78.7K -437 -16%
AWM
1130
Angeles Wealth Management
California
$383K -$31K -172 -7%
GCM
1131
Gallacher Capital Management
Colorado
$382K +$421K +2,338 New
IGAM
1132
iA Global Asset Management
Quebec, Canada
$382K +$421K +2,336 New
DWM
1133
Defined Wealth Management
Oregon
$380K +$2.34K +13 +0.6%
HH
1134
Hilltop Holdings
Texas
$378K +$111K +616 +36%
CFP
1135
Cypress Financial Planning
New Jersey
$377K +$66.1K +367 +19%
BWM
1136
Bullock Wealth Management
Indiana
$376K -$10.4K -58 -2%
MG
1137
Marex Group
$375K +$197K +1,094 +91%
CAM
1138
Cidel Asset Management
Ontario, Canada
$372K +$45.2K +251 +12%
AIS
1139
Advocate Investing Services
Maryland
$371K – – –
SBFM
1140
S-Bank Fund Management
Finland
$371K -$2.06M -11,424 -83%
FLPIM
1141
F.L. Putnam Investment Management
Massachusetts
$369K +$28.4K +158 +8%
IA
1142
Integrity Alliance
Iowa
$369K +$63.7K +354 +19%
PFBT
1143
Parkside Financial Bank & Trust
Missouri
$367K – – –
CS
1144
Capital Square
Tennessee
$367K -$93.6K -520 -19%
SAG
1145
SageView Advisory Group
California
$366K +$51.3K +285 +15%
KWM
1146
KFG Wealth Management
Indiana
$366K +$720 +4 +0.2%
SCM
1147
Schnieders Capital Management
California
$366K +$6.3K +35 +2%
GDP
1148
Great Diamond Partners
Maine
$365K -$2.7K -15 -0.7%
CFP
1149
Catalyst Financial Partners
Massachusetts
$365K +$3.06K +17 +0.8%
BA
1150
Bridgewater Advisors
New York
$363K -$19.3K -107 -4%
44 45
46
47 48