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AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
VBCG
1151
Valley Brook Capital Group
Pennsylvania
$424K +$16.7K +75 +4%
VC
1152
Veracity Capital
Georgia
$423K +$40.1K +180 +11%
ACM
1153
AlphaCrest Capital Management
New York
$421K -$4.67M -20,952 -92%
TF
1154
TRH Financial
Iowa
$421K +$445 +2 +0.1%
AAS
1155
Annex Advisory Services
Wisconsin
$417K -$2.09M -9,373 -84%
HAC
1156
Harbor Advisory Corp
New Hampshire
$416K -$203K -913 -34%
CFO
1157
Collective Family Office
Pennsylvania
$415K -$145K -649 -27%
TFCP
1158
Twin Focus Capital Partners
Massachusetts
$414K +$445 +2 +0.1%
LIG
1159
Lokken Investment Group
Delaware
$413K +$4.23K +19 +1%
MG
1160
Mather Group
Illinois
$412K +$13.4K +60 +4%
ACM
1161
Ategra Capital Management
Virginia
$411K +$28.9K +130 +8%
PCH
1162
PGIM Custom Harvest
New Jersey
$411K +$383K +1,721 New
PSUF
1163
People's United Financial
Connecticut
$408K +$1.56K +7 +0.4%
CA
1164
Continuum Advisory
Idaho
$407K -$891 -4 -0.2%
CI
1165
Capital International
California
$404K -$957K -4,296 -72%
AWM
1166
Avior Wealth Management
Nebraska
$403K – – –
PCM
1167
Palisade Capital Management
New Jersey
$402K – – –
CLOS
1168
Compagnie Lombard Odier SCmA
Switzerland
$402K +$367K +1,649 +4,997%
LFA
1169
Landmark Financial Advisors
Kentucky
$400K +$12.2K +55 +3%
FC
1170
Financial Consulate
Maryland
$397K +$47.9K +215 +15%
CP
1171
Coho Partners
Pennsylvania
$396K -$31.4K -141 -8%
LP
1172
LGL Partners
Pennsylvania
$394K – – –
CC
1173
Caxton Corporation
New Jersey
$394K +$138K +621 +60%
1W
1174
1776 Wealth
Georgia
$393K -$8.69K -39 -2%
RCAG
1175
Rehmann Capital Advisory Group
Michigan
$391K -$16.5K -74 -4%
45 46
47
48 49