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AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
CAG
1151
Csenge Advisory Group
Florida
$397K -$615K -2,645 -60%
BWA
1152
BDO Wealth Advisors
Florida
$397K -$2.56K -11 -0.6%
TF
1153
TRH Financial
Iowa
$395K -$47.7K -205 -10%
JWCA
1154
J.W. Cole Advisors
Florida
$394K -$1.14M -4,889 -74%
VA
1155
Valmark Advisers
Ohio
$394K +$408K +1,756 New
PBO
1156
Peoples Bank (Ohio)
Ohio
$393K -$79.7K -343 -16%
EWM
1157
Evermay Wealth Management
Virginia
$393K +$199K +857 +96%
1WA
1158
180 Wealth Advisors
Washington
$392K -$3.25K -14 -0.8%
SS
1159
Sunbelt Securities
Texas
$388K -$47.4K -204 -11%
TFCP
1160
Twin Focus Capital Partners
Massachusetts
$388K -$3.72K -16 -0.9%
B
1161
Bailard
California
$388K -$2.79K -12 -0.7%
1W
1162
1776 Wealth
Georgia
$388K +$17.4K +75 +5%
OPS
1163
Orion Portfolio Solutions
Nebraska
$387K -$57.4K -247 -13%
HIS
1164
Harvest Investment Services
Illinois
$386K +$113K +485 +39%
EH
1165
Equitable Holdings
New York
$384K -$3.72K -16 -0.9%
LIG
1166
Lokken Investment Group
Delaware
$384K +$397K +1,709 New
RCAG
1167
Rehmann Capital Advisory Group
Michigan
$384K +$34.9K +150 +10%
PWS
1168
Precision Wealth Strategies
Missouri
$383K +$396K +1,705 New
PSUF
1169
People's United Financial
Connecticut
$382K +$10.7K +46 +3%
VBCG
1170
Valley Brook Capital Group
Pennsylvania
$381K +$395K +1,700 New
AWM
1171
Avior Wealth Management
Nebraska
$379K +$76.3K +328 +24%
PCM
1172
Palisade Capital Management
New Jersey
$378K – – –
OL
1173
Optas LLC
Texas
$375K -$132K -567 -25%
ACI
1174
Alpha Cubed Investments
California
$374K -$85.3K -367 -18%
MG
1175
Mather Group
Illinois
$374K +$16K +69 +4%
45 46
47
48 49