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AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
IFG
1151
Independent Financial Group
California
$485K -$28.5K -112 -6%
EWM
1152
Evermay Wealth Management
Virginia
$483K – – –
CAM
1153
Columbia Asset Management
Michigan
$482K – – –
TFCP
1154
Twin Focus Capital Partners
Massachusetts
$481K +$11.7K +46 +3%
MFG
1155
Menard Financial Group
Texas
$478K +$78.2K +307 +21%
BA
1156
BCM Advisors
Louisiana
$474K – – –
AWM
1157
Avior Wealth Management
Nebraska
$474K +$17.3K +68 +4%
CA
1158
Continuum Advisory
Idaho
$474K +$28K +110 +7%
GFS
1159
GYL Financial Synergies
Connecticut
$474K +$156K +612 +54%
HAC
1160
Harbor Advisory Corp
New Hampshire
$470K – – –
VC
1161
Veracity Capital
Georgia
$469K -$9.18K -36 -2%
CFO
1162
Collective Family Office
Pennsylvania
$469K – – –
PTC
1163
Philadelphia Trust Company
Pennsylvania
$467K +$127K +500 +41%
AIL
1164
AGF Investments LLC
Ontario, Canada
$465K -$590K -2,316 -57%
VWA
1165
Visionary Wealth Advisors
Illinois
$462K -$47.7K -187 -10%
PCP
1166
Proficio Capital Partners
Massachusetts
$462K +$42.3K +166 +11%
PCH
1167
PGIM Custom Harvest
New Jersey
$461K -$3.82K -15 -0.9%
1W
1168
1776 Wealth
Georgia
$456K – – –
VPI
1169
Value Partners Investments
Manitoba, Canada
$456K +$51.2K +201 +14%
PCM
1170
Palisade Capital Management
New Jersey
$455K – – –
FP
1171
Fiduciary Planning
Florida
$455K +$429K +1,683 New
CLOS
1172
Compagnie Lombard Odier SCmA
Switzerland
$454K – – –
EH
1173
Equitable Holdings
New York
$454K +$42.1K +165 +11%
SG
1174
StoneX Group
New York
$453K +$26.8K +105 +7%
SS
1175
Sunbelt Securities
Texas
$452K +$25.2K +99 +7%
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