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AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
CFC
1201
Coyle Financial Counsel
Illinois
$487K +$10.4K +53 +2%
MAM
1202
Mark Asset Management
New York
$485K +$437K +2,228 New
HL
1203
HeadInvest LLC
Maine
$484K – – –
CFP
1204
Catalyst Financial Partners
Massachusetts
$484K +$89.8K +458 +26%
PFBT
1205
Parkside Financial Bank & Trust
Missouri
$477K +$13.1K +67 +3%
BFA
1206
Brown Financial Advisors
Ohio
$475K -$21.4K -109 -5%
AC
1207
Avestar Capital
New York
$474K -$320K -1,632 -43%
CFG
1208
Copley Financial Group
California
$474K -$785 -4 -0.2%
CRWM
1209
Castle Rock Wealth Management
California
$473K -$9.22K -47 -2%
NDSI
1210
Newman Dignan & Sheerar Inc
Rhode Island
$473K +$19.8K +101 +5%
BCP
1211
Berkeley Capital Partners
Georgia
$472K +$84.5K +431 +25%
PA
1212
Probity Advisors
Texas
$472K +$15.1K +77 +4%
DFG
1213
Delta Financial Group
New Jersey
$471K -$785 -4 -0.2%
CA
1214
Claro Advisors
Massachusetts
$470K +$126K +644 +42%
1W
1215
1776 Wealth
Georgia
$470K -$3.92K -20 -0.9%
GBT
1216
Grove Bank & Trust
Florida
$467K +$139K +711 +50%
KSB
1217
Kennebec Savings Bank
Maine
$464K +$14.1K +72 +3%
WPP
1218
Whalerock Point Partners
Rhode Island
$463K – – –
WR
1219
WD Rutherford
Oregon
$462K -$789K -4,023 -65%
BWP
1220
Baldwin Wealth Partners
Massachusetts
$460K – – –
EA
1221
Everpar Advisors
Oklahoma
$457K +$121K +615 +41%
BWM
1222
Bullock Wealth Management
Indiana
$457K -$192K -981 -32%
OCPWS
1223
One Charles Private Wealth Services
Massachusetts
$455K -$23K -117 -5%
EWM
1224
Elmwood Wealth Management
California
$454K +$9.81K +50 +2%
RF
1225
Rossby Financial
Florida
$453K -$97.9K -499 -19%
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