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AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
1126
Dynasty Wealth Management
Florida
$559K +$546K +2,528 New
GAG
1127
GM Advisory Group
New York
$558K -$28.1K -130 -5%
PCA
1128
Pallas Capital Advisors
Massachusetts
$557K -$19K -88 -3%
QWP
1129
Quotient Wealth Partners
Texas
$557K +$8.2K +38 +2%
RWM
1130
Revisor Wealth Management
Ohio
$556K +$543K +2,517 New
RC
1131
RBO & Co
California
$553K – – –
RWPA
1132
Richard W. Paul & Associates
Michigan
$550K +$7.77K +36 +1%
TC
1133
TFR Capital
Texas
$548K +$27.4K +127 +5%
USB
1134
Union Savings Bank
Connecticut
$545K -$5.4K -25 -0.9%
DG
1135
DMC Group
Alabama
$543K +$46.6K +216 +10%
MC
1136
Moors & Cabot
Massachusetts
$541K +$32K +148 +6%
GWM
1137
Geneos Wealth Management
Colorado
$540K -$332K -1,540 -39%
LF
1138
LifePlan Financial
Minnesota
$540K +$266K +1,230 +102%
FHC
1139
First Heartland Consultants
Missouri
$538K +$98.2K +455 +23%
APP
1140
Avantax Planning Partners
Iowa
$537K +$37.1K +172 +8%
SHFP
1141
Second Half Financial Partners
Florida
$536K -$37.8K -175 -7%
WSCM
1142
Wellington Shields Capital Management
New York
$534K – – –
ST
1143
Spinnaker Trust
Maine
$532K +$27K +125 +5%
1WM
1144
1858 Wealth Management
Ohio
$532K +$22.2K +103 +4%
CGL
1145
Clarius Group LLC
Washington
$530K -$43.6K -202 -8%
CH
1146
Canton Hathaway
Rhode Island
$530K – – –
BC
1147
Belmont Capital
California
$530K – – –
MBTD
1148
Mechanics Bank - Trust Department
California
$529K -$46.2K -214 -8%
GPI
1149
General Partner Inc
Pennsylvania
$528K – – –
SAA
1150
Southeast Asset Advisors
Georgia
$528K – – –
44 45
46
47 48