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AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
CWS
1126
Cypress Wealth Services
California
$573K +$3.73K +19 +0.7%
BCM
1127
Boltwood Capital Management
California
$573K +$2.94K +15 +0.6%
SMA
1128
Sage Mountain Advisors
Georgia
$572K +$97.5K +497 +23%
IWA
1129
Icon Wealth Advisors
Texas
$571K +$61.2K +312 +13%
GIM
1130
Goelzer Investment Management
Indiana
$571K +$5.3K +27 +1%
HWA
1131
HHM Wealth Advisors
Tennessee
$570K – – –
NGA
1132
Naples Global Advisors
Florida
$569K -$5.88K -30 -1%
LMKC
1133
L.M. Kohn & Company
Ohio
$568K -$22.2K -113 -4%
PCA
1134
Pallas Capital Advisors
Massachusetts
$568K +$1.57K +8 +0.3%
V
1135
ViaWealth
Kansas
$568K -$19.8K -101 -4%
MBTD
1136
Mechanics Bank - Trust Department
California
$567K +$1.18K +6 +0.2%
SHFP
1137
Second Half Financial Partners
Florida
$566K -$2.75K -14 -0.5%
CGL
1138
Clarius Group LLC
Washington
$566K -$34.7K -177 -6%
DE
1139
Diversified Enterprises
Delaware
$559K +$256K +1,307 +103%
BWM
1140
Blossom Wealth Management
California
$556K -$7.46K -38 -1%
OL
1141
Optas LLC
Texas
$556K +$126K +642 +34%
FMLI
1142
Fukoku Mutual Life Insurance
Japan
$555K – – –
MMG
1143
Monetary Management Group
Missouri
$553K – – –
IA
1144
Intellus Advisors
Florida
$552K +$498K +2,538 New
GWSG
1145
GPS Wealth Strategies Group
Colorado
$547K -$24.7K -126 -5%
1C
1146
111 Capital
France
$545K -$407K -2,074 -45%
RC
1147
RBO & Co
California
$544K – – –
QWP
1148
Quotient Wealth Partners
Texas
$540K -$37.9K -193 -7%
TFS
1149
Thoroughbred Financial Services
Tennessee
$538K +$34.9K +178 +8%
RWPA
1150
Richard W. Paul & Associates
Michigan
$534K +$13.7K +70 +3%
44 45
46
47 48