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AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
1151
Schnieders Capital Management
California
$477K -$28.3K -135 -5%
DFG
1152
Delta Financial Group
New Jersey
$473K +$486K +2,317 New
EF
1153
Empowered Funds
Pennsylvania
$473K +$485K +2,314 New
LC
1154
Lindbrook Capital
California
$470K +$20.6K +98 +4%
GBT
1155
Grove Bank & Trust
Florida
$469K -$141K -674 -23%
DGAM
1156
Desjardins Global Asset Management
Quebec, Canada
$469K +$483K +2,300 New
STA
1157
Summit Trail Advisors
New York
$468K +$72.4K +345 +18%
NDSI
1158
Newman Dignan & Sheerar Inc
Rhode Island
$466K +$21.2K +101 +5%
AWM
1159
Avior Wealth Management
Nebraska
$464K +$15.7K +75 +3%
TC
1160
Trust Company
Kansas
$464K +$72.4K +345 +18%
CFGS
1161
Concourse Financial Group Securities
Alabama
$463K -$3.99K -19 -0.8%
AFG
1162
Atomi Financial Group
New York
$459K +$471K +2,247 New
FMII
1163
Farmers & Merchants Investments Inc
Nebraska
$458K -$92.5K -441 -16%
PRWA
1164
Platte River Wealth Advisors
Colorado
$458K – – –
B
1165
Bellecapital
Switzerland
$458K -$15.3K -73 -3%
TCM
1166
Tributary Capital Management
Nebraska
$458K -$10.5K -50 -2%
BCM
1167
BTC Capital Management
Iowa
$455K -$45.3K -216 -9%
ECAM
1168
East Coast Asset Management
Massachusetts
$454K -$24.1K -115 -5%
MPI
1169
Mairs & Power Inc
Minnesota
$452K – – –
WP
1170
WMS Partners
Maryland
$452K -$20.1K -96 -4%
WAM
1171
Weatherly Asset Management
California
$452K +$2.1K +10 +0.5%
TWI
1172
Thomas White International
Illinois
$451K – – –
WPP
1173
Whalerock Point Partners
Rhode Island
$450K – – –
LMKC
1174
L.M. Kohn & Company
Ohio
$444K +$23.3K +111 +5%
AIM
1175
Anchor Investment Management
South Carolina
$443K +$91.5K +436 +25%
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