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AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
MIS
1201
Morningstar Investment Services
Illinois
$204K +$193K +886 New
WPA
1202
West Paces Advisors
Georgia
$204K – – –
JIR
1203
James Investment Research
Ohio
$203K – – –
CSPIA
1204
Cary Street Partners Investment Advisory
Virginia
$203K +$192K +883 New
JCM
1205
Janney Capital Management
Pennsylvania
$203K +$193K +884 New
CIA
1206
Compass Ion Advisors
Pennsylvania
$202K +$191K +879 New
MCWA
1207
Meadow Creek Wealth Advisors
Georgia
$201K +$191K +875 New
MJP
1208
Michael J. Puzo
$201K +$191K +875 New
TI
1209
tru Independence
Oregon
$197K +$198K +907 New
BCM
1210
Blume Capital Management
California
$195K – – –
MC
1211
Muzinich & Co
New York
$195K +$19.2K +88 +12%
IUHSA
1212
Itau Unibanco Holding S.A.
Brazil
$195K +$185K +850 New
RWA
1213
Ropes Wealth Advisors
Massachusetts
$177K +$43.6K +200 +35%
TAIM
1214
TD Ameritrade Investment Management
Nebraska
$176K +$53.1K +244 +47%
RCA
1215
Ranch Capital Advisors
Florida
$176K +$167K +765 New
PB
1216
Pinnacle Bancorp
Nebraska
$167K -$2.83K -13 -2%
FCA
1217
FinTrust Capital Advisors
South Carolina
$165K -$2.18K -10 -1%
AWM
1218
AllSquare Wealth Management
New York
$161K -$23.1K -106 -13%
ADL
1219
Asset Dedication LLC
California
$161K – – –
LC
1220
Lindbrook Capital
California
$157K +$14.4K +66 +11%
MAWCM
1221
Mine & Arao Wealth Creation & Management
California
$149K +$142K +650 New
PCIA
1222
Prime Capital Investment Advisors
Kansas
$148K -$1.53M -7,030 -92%
SCA
1223
Stonebridge Capital Advisors
Minnesota
$148K +$16.3K +75 +13%
FPS
1224
Fieldpoint Private Securities
Connecticut
$144K – – –
EAM
1225
Erste Asset Management
Austria
$142K +$28.5K +131 +27%
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