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AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
O3W
1201
Omni 360 Wealth
New Jersey
$404K – – –
SL
1202
Summitry LLC
California
$404K +$229K +1,099 +110%
JFG
1203
Jefferies Financial Group
New York
$402K +$436K +2,091 New
RWP
1204
RWA Wealth Partners
Massachusetts
$402K -$223K -1,068 -34%
TCM
1205
Tributary Capital Management
Nebraska
$401K -$19.8K -95 -4%
TWM
1206
TriaGen Wealth Management
California
$400K -$2.5K -12 -0.6%
CF
1207
Centaurus Financial
California
$400K +$232K +1,114 +115%
SIP
1208
Stoneridge Investment Partners
Pennsylvania
$400K +$433K +2,079 New
NDSI
1209
Newman Dignan & Sheerar Inc
Rhode Island
$399K – – –
BBA
1210
Baader Bank Aktiengesellschaft
Germany
$399K +$106K +509 +30%
SF
1211
Symphony Financial
Texas
$396K -$280K -1,342 -39%
GSEP
1212
Golden State Equity Partners
California
$394K +$193K +928 +83%
QWP
1213
Quotient Wealth Partners
Texas
$394K -$98.3K -472 -19%
GBT
1214
Grove Bank & Trust
Florida
$393K -$19K -91 -4%
DFG
1215
Demars Financial Group
Washington
$392K +$425K +2,040 New
OCPWS
1216
One Charles Private Wealth Services
Massachusetts
$391K -$5.42K -26 -1%
LIM
1217
Longfellow Investment Management
Massachusetts
$391K – – –
BC
1218
Bayforest Capital
United Kingdom
$391K +$290K +1,392 +217%
FFN
1219
Focus Financial Network
Minnesota
$390K -$2.71K -13 -0.6%
MWM
1220
Modern Wealth Management
Kansas
$390K -$270K -1,294 -39%
NSIM
1221
North Star Investment Management
Illinois
$389K – – –
MAWCM
1222
Mine & Arao Wealth Creation & Management
California
$387K +$1.67K +8 +0.4%
HIMS
1223
Hager Investment Management Services
New Hampshire
$386K +$417K +2,000 +22,222%
LCM
1224
Logan Capital Management
Pennsylvania
$385K – – –
WE
1225
Wealth Effects
Massachusetts
$384K -$62.3K -299 -13%
47 48
49
50 51