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AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
CT
1126
Coastline Trust
Rhode Island
$519K -$1.27K -5 -0.3%
WAAG
1127
Wealth Alliance Advisory Group
Kansas
$519K +$35.9K +141 +8%
ECM
1128
EII Capital Management
New York
$518K +$301K +1,182 +161%
SAI
1129
Systematic Alpha Investments
New Jersey
$516K +$410K +1,608 +605%
DWM
1130
Dakota Wealth Management
Florida
$515K – – –
VA
1131
Valmark Advisers
Ohio
$512K -$32.6K -128 -6%
LIG
1132
Lokken Investment Group
Delaware
$506K +$37.2K +146 +8%
SSCA
1133
South Shore Capital Advisors
Massachusetts
$505K – – –
BMCM
1134
Burns Matteson Capital Management
New York
$505K +$117K +461 +33%
JCM
1135
Jacobi Capital Management
Pennsylvania
$504K +$283K +1,112 +147%
AWS
1136
AJ Wealth Strategies
New York
$503K – – –
CBT
1137
CoreFirst Bank & Trust
Kansas
$503K – – –
TF
1138
TimeScale Financial
Massachusetts
$498K +$2.29K +9 +0.5%
AIC
1139
Archer Investment Corporation
Indiana
$497K -$25.5K -100 -5%
OPS
1140
Orion Portfolio Solutions
Nebraska
$496K +$8.41K +33 +2%
FC
1141
Financial Consulate
Maryland
$496K +$44.3K +174 +10%
FANJ
1142
Financial Architects (New Jersey)
New Jersey
$494K +$162K +635 +53%
BFS
1143
Bard Financial Services
Connecticut
$493K – – –
IIM
1144
Ipswich Investment Management
Massachusetts
$492K – – –
MG
1145
Mather Group
Illinois
$491K +$23.7K +93 +5%
WCM
1146
Weld Capital Management
New York
$491K +$464K +1,819 New
PA
1147
Procyon Advisors
Connecticut
$489K +$7.14K +28 +2%
FIA
1148
Foundations Investment Advisors
Arizona
$488K +$446K +1,751 New
ISWM
1149
Independent Solutions Wealth Management
New York
$487K -$3.06K -12 -0.7%
VBCG
1150
Valley Brook Capital Group
Pennsylvania
$486K +$6.37K +25 +1%
44 45
46
47 48