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AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
1226
Manchester Capital Management
Vermont
$304K +$9.18K +51 +3%
SW
1227
Simplicity Wealth
New Jersey
$304K -$5.76K -32 -2%
PT
1228
Plimoth Trust
Massachusetts
$304K -$13.5K -75 -4%
GA
1229
GFS Advisors
Texas
$303K +$81K +450 New
FPCP
1230
Fort Point Capital Partners
California
$303K +$8.64K +48 +3%
AA
1231
Armis Advisers
Georgia
$302K -$8.28K -46 -2%
CP
1232
Camelot Portfolios
Ohio
$301K -$456K -2,535 -58%
AWAP
1233
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$301K -$900 -5 -0.3%
JWWM
1234
Johnson & White Wealth Management
Pennsylvania
$301K -$13.9K -77 -4%
EDRH
1235
Edmond de Rothschild Holding
Switzerland
$301K +$123K +681 +59%
ATC
1236
Adirondack Trust Company
New York
$301K -$32K -178 -9%
NAAA
1237
New Age Alpha Advisors
New York
$300K -$2.68M -14,882 -89%
NSIM
1238
North Star Investment Management
Illinois
$299K -$31K -172 -9%
LIP
1239
Lighthouse Investment Partners
Florida
$298K -$6.98M -38,793 -96%
ST
1240
Spinnaker Trust
Maine
$297K -$47.3K -263 -13%
RWC
1241
Rare Wolf Capital
Washington
$297K +$327K +1,814 New
S
1242
Sunpointe
Missouri
$296K -$8.1K -45 -2%
TPA
1243
Trivium Point Advisory
Connecticut
$296K +$85K +472 +35%
BFG
1244
Beto Financial Group
Idaho
$295K -$6.3K -35 -2%
KP
1245
Keel Point
Alabama
$295K -$71.1K -395 -18%
GD
1246
Grandfield & Dodd
New York
$295K – – –
WAG
1247
Wallace Advisory Group
California
$294K -$23.2K -129 -7%
BWA
1248
Basecamp Wealth Advisors
Washington
$294K +$18.4K +102 +6%
LWM
1249
Lakeridge Wealth Management
Ohio
$293K -$54K -300 -14%
OP
1250
Oslo Pensjonsforsikring
$293K +$67.9K +377 +27%
48 49
50
51 52