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AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
1126
Sompo Asset Management
Japan
$459K -$205K -920 -32%
AIA
1127
Avalon Investment & Advisory
Texas
$458K -$13.2M -59,162 -97%
JWCA
1128
J.W. Cole Advisors
Florida
$456K +$33.6K +151 +9%
IFG
1129
Independent Financial Group
California
$456K -$75.5K -339 -15%
DWM
1130
Dakota Wealth Management
Florida
$455K +$7.35K +33 +2%
VWA
1131
Visionary Wealth Advisors
Illinois
$454K +$115K +516 +37%
VWM
1132
Vigilare Wealth Management
Arizona
$454K +$423K +1,899 New
SSCA
1133
South Shore Capital Advisors
Massachusetts
$447K -$22.3K -100 -5%
QP
1134
Quilter Plc
United Kingdom
$447K +$416K +1,867 New
CBT
1135
CoreFirst Bank & Trust
Kansas
$446K -$223 -1 -0.1%
AWS
1136
AJ Wealth Strategies
New York
$445K +$415K +1,863 New
HIC
1137
Hartline Investment Corp
Illinois
$442K -$27.8K -125 -6%
TF
1138
TimeScale Financial
Massachusetts
$439K +$2K +9 +0.5%
BFS
1139
Bard Financial Services
Connecticut
$436K +$111K +500 +38%
IIM
1140
Ipswich Investment Management
Massachusetts
$435K – – –
ISWM
1141
Independent Solutions Wealth Management
New York
$434K -$37K -166 -8%
CAAS
1142
Capital Asset Advisory Services
Michigan
$433K -$2K -9 -0.5%
RSWM
1143
Robertson Stephens Wealth Management
California
$433K +$404K +1,815 New
OPS
1144
Orion Portfolio Solutions
Nebraska
$431K +$17.8K +80 +5%
BA
1145
BCM Advisors
Louisiana
$428K -$25.4K -114 -6%
EWM
1146
Evermay Wealth Management
Virginia
$427K +$8.46K +38 +2%
ZB
1147
Zions Bancorporation
Utah
$427K +$172K +771 +76%
PA
1148
Procyon Advisors
Connecticut
$426K -$65.2K -293 -14%
CAM
1149
Columbia Asset Management
Michigan
$426K +$61.9K +278 +18%
WAAG
1150
Wealth Alliance Advisory Group
Kansas
$425K +$47K +211 +13%
44 45
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