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AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
WWS
1176
Wellington Wealth Strategies
Indiana
$374K +$403K +1,732 New
LSPW
1177
Lake Street Private Wealth
Illinois
$371K +$41.4K +178 +12%
CA
1178
Continuum Advisory
Idaho
$370K – – –
LP
1179
LGL Partners
Pennsylvania
$370K – – –
CPWM
1180
Cypress Point Wealth Management
Texas
$370K +$384K +1,650 New
VFPI
1181
Vantage Financial Partners (Illinois)
Illinois
$370K +$384K +1,650 New
1SB
1182
1ST Source Bank
Indiana
$364K – – –
CPO
1183
Cerity Partners OCIO
New York
$364K +$41.1K +177 +12%
AMCA
1184
Arthur M. Cohen & Associates
Illinois
$362K – – –
WC
1185
Wexford Capital
Florida
$359K +$372K +1,600 New
CCFM
1186
Clear Creek Financial Management
Washington
$359K +$373K +1,603 New
ACM
1187
Ategra Capital Management
Virginia
$357K +$1.4K +6 +0.4%
VC
1188
Veracity Capital
Georgia
$357K +$20K +86 +6%
ST
1189
Sabal Trust
Florida
$356K +$13K +56 +4%
HC
1190
Henshaw Capital
Massachusetts
$353K +$1.86K +8 +0.5%
WAAG
1191
Wealth Alliance Advisory Group
Kansas
$352K +$87.6K +377 +32%
MCM
1192
Manchester Capital Management
Vermont
$351K -$53K -228 -13%
TU
1193
TDAM USA
Ontario, Canada
$351K -$22.6K -97 -6%
FANJ
1194
Financial Architects (New Jersey)
New Jersey
$350K -$311K -1,338 -46%
GD
1195
Grandfield & Dodd
New York
$350K – – –
MPCG
1196
Matrix Private Capital Group
New York
$348K -$1.86K -8 -0.5%
MAS
1197
Managed Account Services
Florida
$348K – – –
BOPW
1198
Brandywine Oak Private Wealth
Pennsylvania
$348K +$9.76K +42 +3%
LFA
1199
Landmark Financial Advisors
Kentucky
$348K +$63.2K +272 +20%
FI
1200
Fosun International
China
$346K +$118K +508 +48%
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