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AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
IF
1126
Insight Folios
North Carolina
$702K +$4.88K +22 +0.7%
CA
1127
Cornerstone Advisory
Maryland
$700K +$5.1K +23 +0.8%
MA
1128
Modus Advisors
Minnesota
$698K +$19.7K +89 +3%
TPW
1129
Transatlantique Private Wealth
New York
$697K +$665K +2,998 New
WPC
1130
Wedmont Private Capital
Pennsylvania
$693K +$65K +293 +10%
CIA
1131
Capital Investment Advisors
Georgia
$687K +$81.6K +368 +14%
TC
1132
Tacita Capital
Ontario, Canada
$687K -$33.3K -150 -5%
BMCM
1133
Burns Matteson Capital Management
New York
$687K -$13.5K -61 -2%
HT
1134
Headlands Technologies
Illinois
$683K +$487K +2,196 +297%
MIM
1135
Morningstar Investment Management
Illinois
$678K +$678K +3,056 New
BFS
1136
Bard Financial Services
Connecticut
$674K -$111K -500 -15%
TCM
1137
Traynor Capital Management
Pennsylvania
$671K -$47.2K -213 -7%
MLA
1138
My Legacy Advisors
Oregon
$669K -$104K -469 -14%
MPPW
1139
Mitchell & Pahl Private Wealth
Oklahoma
$666K -$6.65K -30 -1%
FAFN
1140
First Affirmative Financial Network
Colorado
$658K +$16K +72 +3%
CCFM
1141
Clear Creek Financial Management
Washington
$657K -$49.9K -225 -7%
DIM
1142
Delta Investment Management
California
$657K +$337K +1,522 +117%
HWMO
1143
Heritage Wealth Management (Ohio)
Ohio
$652K – – –
MMG
1144
Monetary Management Group
Missouri
$650K -$105K -475 -15%
BA
1145
Bristlecone Advisors
Washington
$649K -$46.1K -208 -7%
SPA
1146
Sherbrooke Park Advisers
New York
$647K +$617K +2,781 New
LIM
1147
Longfellow Investment Management
Massachusetts
$646K -$155K -697 -20%
LMKC
1148
L.M. Kohn & Company
Ohio
$645K – – –
WAP
1149
Wealthcare Advisory Partners
Pennsylvania
$644K -$136K -612 -18%
HWAM
1150
Hennion & Walsh Asset Management
New Jersey
$643K -$563K -2,539 -48%
44 45
46
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