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AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
PCS
1151
Personal CFO Solutions
New Jersey
$360K +$20.5K +114 +6%
TL
1152
Tradewinds LLC
North Carolina
$355K +$1.86M +10,358 New
TWM
1153
Thrive Wealth Management
Pennsylvania
$354K -$25.7K -143 -6%
YP
1154
YANKCOM Partnership
South Dakota
$354K +$30.1K +167 +8%
CI
1155
Conning Inc
Connecticut
$354K – – –
ACM
1156
Arcataur Capital Management
Wisconsin
$353K – – –
PWM
1157
Palumbo Wealth Management
New York
$352K -$6.84K -38 -2%
HSA
1158
HBK Sorce Advisory
Pennsylvania
$351K -$41.4K -230 -10%
MAWA
1159
Moss Adams Wealth Advisors
Washington
$351K -$31.3K -174 -8%
RCM
1160
Radnor Capital Management
Pennsylvania
$351K +$2.16K +12 +0.6%
NGA
1161
Naples Global Advisors
Florida
$350K +$2.16K +12 +0.6%
WCP
1162
Wick Capital Partners
Pennsylvania
$349K +$103K +570 +36%
TPI
1163
Trust Point Inc
Wisconsin
$349K -$5.58K -31 -1%
SCTC
1164
Sanibel Captiva Trust Company
Florida
$348K -$47.5K -264 -11%
ACM
1165
Advisors Capital Management
New Jersey
$346K +$74.3K +413 +24%
PTC
1166
Private Trust Company
Ohio
$345K -$14.9K -83 -4%
MG
1167
Mather Group
Illinois
$345K +$45.5K +253 +14%
AA
1168
Alta Advisers
United Kingdom
$345K +$83K +461 +28%
UFA
1169
Unify Financial Advisors
Florida
$344K +$24.3K +135 +7%
O3W
1170
Omni 360 Wealth
New Jersey
$343K – – –
TWM
1171
TriaGen Wealth Management
California
$343K +$17.1K +95 +5%
AAG
1172
Asset Advisory Group
New Jersey
$341K +$2.16K +12 +0.6%
QWP
1173
Quotient Wealth Partners
Texas
$341K +$40K +222 +12%
USB
1174
Union Savings Bank
Connecticut
$340K -$73.3K -407 -16%
1W
1175
1776 Wealth
Georgia
$340K – – –
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