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AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
NP
1201
NorthRock Partners
Minnesota
$425K +$92.2K +443 +28%
BA
1202
Bluesphere Advisors
Pennsylvania
$424K – – –
RIA
1203
Regal Investment Advisors
Michigan
$422K +$29.6K +142 +8%
WCF
1204
West Coast Financial
California
$421K +$414K +1,987 New
IP
1205
Investment Partners
Ohio
$421K -$69.3K -333 -14%
RW
1206
REDW Wealth
New Mexico
$420K -$36.4K -175 -8%
EW
1207
Evoke Wealth
California
$419K +$308K +1,481 +308%
GD
1208
Grandfield & Dodd
New York
$418K -$10.2K -49 -2%
MWM
1209
Mission Wealth Management
California
$417K +$34.6K +166 +9%
AIC
1210
Archer Investment Corporation
Indiana
$417K – – –
HCMG
1211
Howard Capital Management Group
California
$417K – – –
JF
1212
Jump Financial
Illinois
$415K +$408K +1,959 New
PTC
1213
Philadelphia Trust Company
Pennsylvania
$415K – – –
STA
1214
Summit Trail Advisors
New York
$415K -$220K -1,058 -35%
TSS
1215
Two Sigma Securities
New York
$415K +$407K +1,957 New
PWC
1216
PYA Waltman Capital
Tennessee
$414K +$95.7K +460 +31%
MA
1217
Modus Advisors
Minnesota
$414K +$40.6K +195 +11%
APIM
1218
Agate Pass Investment Management
Washington
$412K – – –
HPG
1219
Harvest Portfolios Group
Ontario, Canada
$411K +$404K +1,942 New
JFGIW
1220
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$411K +$26.9K +129 +7%
IFWM
1221
Institute for Wealth Management
Colorado
$411K -$2.5K -12 -0.6%
EH
1222
Equitable Holdings
New York
$410K +$15K +72 +4%
AF
1223
Alerus Financial
North Dakota
$408K -$210K -1,011 -34%
AC
1224
Addison Capital
Pennsylvania
$408K +$4.16K +20 +1%
TC
1225
Trust Company
Kansas
$408K +$113K +541 +39%
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