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AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
GAG
1176
GM Advisory Group
New York
$594K +$8.43K +38 +2%
CW
1177
CreativeOne Wealth
Kansas
$592K +$140K +633 +33%
GCM
1178
Gallacher Capital Management
Colorado
$592K +$24.2K +109 +4%
LAS
1179
LWM Advisory Services
Florida
$591K +$92.7K +418 +20%
TGAM
1180
TBH Global Asset Management
Tennessee
$590K – – –
DWM
1181
Defined Wealth Management
Oregon
$588K +$2.22K +10 +0.4%
BL
1182
Balentine LLC
Georgia
$586K +$558K +2,518 New
OCPWS
1183
One Charles Private Wealth Services
Massachusetts
$582K -$6.21K -28 -1%
RC
1184
RBO & Co
California
$581K – – –
DFG
1185
Delta Financial Group
New Jersey
$576K +$665 +3 +0.1%
FCBT
1186
First Citizens Bank & Trust
North Carolina
$576K -$617K -2,782 -53%
AF
1187
Arrow Financial
New York
$575K -$14.4K -65 -3%
PCA
1188
Pallas Capital Advisors
Massachusetts
$573K -$26.2K -118 -4%
WC
1189
Woodstock Corp
Massachusetts
$570K – – –
MAWCM
1190
Mine & Arao Wealth Creation & Management
California
$569K -$15.5K -70 -3%
OBGC
1191
O'Brien Greene & Co
Pennsylvania
$569K -$6.65K -30 -1%
PWMG
1192
Pinnacle Wealth Management Group
Michigan
$566K +$7.76K +35 +1%
FB
1193
Fulton Bank
Pennsylvania
$566K -$22.4K -101 -4%
GCM
1194
Graham Capital Management
Connecticut
$565K -$66.1K -298 -11%
TCM
1195
Tributary Capital Management
Nebraska
$564K +$97.6K +440 +22%
NERM
1196
New England Research & Management
Illinois
$562K -$66.5K -300 -11%
MFG
1197
Merit Financial Group
Georgia
$562K -$663K -2,991 -55%
BC
1198
Belmont Capital
California
$557K – – –
BSTWA
1199
Blake Schutter Theil Wealth Advisors
Ohio
$557K +$531K +2,394 New
GPI
1200
General Partner Inc
Pennsylvania
$556K – – –
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