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AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
PFGIA
1126
Patriot Financial Group Insurance Agency
Massachusetts
$577K +$234K +1,176 +67%
MPPW
1127
Mitchell & Pahl Private Wealth
Oklahoma
$572K -$30.7K -154 -5%
LAS
1128
LWM Advisory Services
Florida
$566K +$135K +676 +31%
ET
1129
Equitable Trust
Tennessee
$564K +$1.59K +8 +0.3%
IEFM
1130
IQ EQ Fund Management
Ireland
$563K +$568K +2,850 New
SDWIA
1131
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$562K +$2.99K +15 +0.5%
NGA
1132
Naples Global Advisors
Florida
$558K -$5.97K -30 -1%
ATC
1133
Adirondack Trust Company
New York
$556K +$11.8K +59 +2%
LSA
1134
Leonteq Securities AG
Switzerland
$554K -$157K -790 -22%
SSWM
1135
Sheets Smith Wealth Management
North Carolina
$553K +$250K +1,254 +81%
AC
1136
Avestar Capital
New York
$550K +$1.2K +6 +0.2%
LMKC
1137
L.M. Kohn & Company
Ohio
$550K +$1.39K +7 +0.3%
EP
1138
Eudaimonia Partners
Tennessee
$548K -$1.2K -6 -0.2%
PPWP
1139
Premier Path Wealth Partners
New Jersey
$547K -$3.58K -18 -0.6%
NSIM
1140
North Star Investment Management
Illinois
$546K -$22.1K -111 -4%
BCMO
1141
Buckingham Capital Management (Ohio)
Ohio
$543K – – –
CT
1142
Coastline Trust
Rhode Island
$543K +$132K +662 +32%
FAFN
1143
First Affirmative Financial Network
Colorado
$540K +$18.5K +93 +4%
E3F
1144
Eight 31 Financial
Texas
$538K -$286K -1,438 -35%
SIM
1145
Sentry Investment Management
Wisconsin
$537K +$55K +276 +11%
LC
1146
Lincoln Capital
Nebraska
$533K – – –
IFWM
1147
Institute for Wealth Management
Colorado
$532K +$112K +563 +26%
OPOWM
1148
One Plus One Wealth Management
Florida
$530K +$534K +2,682 New
CCA
1149
Covey Capital Advisors
Georgia
$529K -$2.19K -11 -0.4%
DAS
1150
Diversify Advisory Services
Utah
$524K +$541K +2,716 New
44 45
46
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