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AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
NFG
1126
NewFocus Financial Group
Washington
$221K -$38.2K -175 -15%
EPA
1127
Element Pointe Advisors
Florida
$221K -$9.6K -44 -4%
ICM
1128
IMS Capital Management
Oregon
$221K – – –
LA
1129
Legacy Advisors
Pennsylvania
$221K – – –
RHBC
1130
R.H. Bluestein & Co
Michigan
$221K – – –
TI
1131
Truehand Inc
New Hampshire
$221K – – –
ICA
1132
Infrastructure Capital Advisors
New York
$221K +$218K +1,000 New
CAN
1133
Claraphi Advisory Network
United States
$221K +$218K +1,001 New
PWPS
1134
Pinnacle Wealth Planning Services
Ohio
$221K +$219K +1,002 New
AL
1135
Aspiriant LLC
California
$217K -$29.2K -134 -12%
RGIA
1136
Rainier Group Investment Advisory
Washington
$217K -$3.27K -15 -2%
WAAG
1137
Wealth Alliance Advisory Group
Kansas
$217K +$655 +3 +0.3%
MSS
1138
Mitchell Sinkler & Starr
Pennsylvania
$217K +$214K +980 New
LSPW
1139
Lake Street Private Wealth
Illinois
$215K +$212K +970 New
NNP
1140
Nachman Norwood & Parrott
South Carolina
$215K +$212K +973 New
CW
1141
CreativeOne Wealth
Kansas
$215K +$213K +976 New
LRIA
1142
Leonard Rickey Investment Advisors
Washington
$214K +$211K +967 New
HCA
1143
Harbour Capital Advisors
Virginia
$213K +$210K +962 New
MWM
1144
Modera Wealth Management
New Jersey
$211K +$208K +953 New
AA
1145
Ancora Advisors
Ohio
$211K +$208K +954 New
AWM
1146
Aries Wealth Management
Maine
$210K -$14.4K -66 -7%
CST
1147
Charles Schwab Trust
Nevada
$210K +$207K +949 New
PRC
1148
Pearl River Capital
Michigan
$207K +$71.2K +326 +53%
NL
1149
NWAM LLC
Washington
$207K +$204K +935 New
RWA
1150
River Wealth Advisors
Pennsylvania
$207K +$204K +936 New
44 45
46
47 48