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AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
WPC
1151
Wedmont Private Capital
Pennsylvania
$490K -$57.6K -278 -9%
NGA
1152
Naples Global Advisors
Florida
$489K – – –
AWM
1153
Axxcess Wealth Management
California
$487K -$428K -2,065 -44%
RF
1154
Rossby Financial
Florida
$486K +$549K +2,649 New
GWSG
1155
GPS Wealth Strategies Group
Colorado
$484K -$16.4K -79 -3%
HWA
1156
HHM Wealth Advisors
Tennessee
$480K +$425K +2,050 +361%
EAM
1157
Eventide Asset Management
Massachusetts
$480K +$547K +2,638 New
BCM
1158
Boltwood Capital Management
California
$480K -$9.32K -45 -2%
CWS
1159
Cypress Wealth Services
California
$480K +$9.32K +45 +2%
MC
1160
Moors & Cabot
Massachusetts
$480K -$22.8K -110 -4%
SHFP
1161
Second Half Financial Partners
Florida
$480K +$542K +2,615 New
LIM
1162
Longfellow Investment Management
Massachusetts
$479K -$34.8K -168 -6%
PCA
1163
Pallas Capital Advisors
Massachusetts
$477K +$13.9K +67 +3%
PP
1164
PDS Planning
Ohio
$477K +$49.5K +239 +10%
LRWM
1165
Lord & Richards Wealth Management
Colorado
$477K +$539K +2,602 New
CW
1166
CreativeOne Wealth
Kansas
$477K +$11.2K +54 +2%
MBTD
1167
Mechanics Bank - Trust Department
California
$477K -$190K -915 -26%
GIM
1168
Goelzer Investment Management
Indiana
$476K -$1.66K -8 -0.3%
BWM
1169
Blossom Wealth Management
California
$476K +$54.5K +263 +11%
TCM
1170
Traynor Capital Management
Pennsylvania
$474K -$62.6K -302 -10%
GCM
1171
Gallacher Capital Management
Colorado
$471K +$3.94K +19 +0.7%
FMLI
1172
Fukoku Mutual Life Insurance
Japan
$468K +$56.2K +271 +12%
MMG
1173
Monetary Management Group
Missouri
$466K -$51.8K -250 -9%
CIS
1174
Capital International Sarl
California
$465K +$525K +2,534 New
LWM
1175
Laidlaw Wealth Management
New York
$464K -$41.2K -199 -7%
45 46
47
48 49