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AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
NGA
1151
Naples Global Advisors
Florida
$489K – – –
AWM
1152
Axxcess Wealth Management
California
$487K -$428K -2,065 -44%
RF
1153
Rossby Financial
Florida
$486K +$549K +2,649 New
GWSG
1154
GPS Wealth Strategies Group
Colorado
$484K -$16.4K -79 -3%
HWA
1155
HHM Wealth Advisors
Tennessee
$480K +$425K +2,050 +361%
EAM
1156
Eventide Asset Management
Massachusetts
$480K +$547K +2,638 New
BCM
1157
Boltwood Capital Management
California
$480K -$9.32K -45 -2%
CWS
1158
Cypress Wealth Services
California
$480K +$9.32K +45 +2%
MC
1159
Moors & Cabot
Massachusetts
$480K -$22.8K -110 -4%
SHFP
1160
Second Half Financial Partners
Florida
$480K +$542K +2,615 New
LIM
1161
Longfellow Investment Management
Massachusetts
$479K -$34.8K -168 -6%
PCA
1162
Pallas Capital Advisors
Massachusetts
$477K +$13.9K +67 +3%
PP
1163
PDS Planning
Ohio
$477K +$49.5K +239 +10%
LRWM
1164
Lord & Richards Wealth Management
Colorado
$477K +$539K +2,602 New
CW
1165
CreativeOne Wealth
Kansas
$477K +$11.2K +54 +2%
MBTD
1166
Mechanics Bank - Trust Department
California
$477K -$190K -915 -26%
GIM
1167
Goelzer Investment Management
Indiana
$476K -$1.66K -8 -0.3%
BWM
1168
Blossom Wealth Management
California
$476K +$54.5K +263 +11%
TCM
1169
Traynor Capital Management
Pennsylvania
$474K -$62.6K -302 -10%
GCM
1170
Gallacher Capital Management
Colorado
$471K +$3.94K +19 +0.7%
FMLI
1171
Fukoku Mutual Life Insurance
Japan
$468K +$56.2K +271 +12%
MMG
1172
Monetary Management Group
Missouri
$466K -$51.8K -250 -9%
CIS
1173
Capital International Sarl
California
$465K +$525K +2,534 New
LWM
1174
Laidlaw Wealth Management
New York
$464K -$41.2K -199 -7%
GAG
1175
GM Advisory Group
New York
$463K -$6.22K -30 -1%
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