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AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
CSPIA
1226
Cary Street Partners Investment Advisory
Virginia
$298K +$46.3K +187 +19%
MWM
1227
Mission Wealth Management
California
$297K -$27.7K -112 -9%
NCP
1228
NexWave Capital Partners
New York
$297K – – –
ESB
1229
Essex Savings Bank
Connecticut
$297K +$22.3K +90 +8%
PP
1230
Pegasus Partners
Wisconsin
$297K +$284K +1,149 New
BP
1231
BBR Partners
New York
$296K +$247 +1 +0.1%
CWS
1232
Cypress Wealth Services
California
$293K -$4.21K -17 -1%
SB
1233
Sunflower Bank
Texas
$293K +$281K +1,136 New
MSS
1234
Mitchell Sinkler & Starr
Pennsylvania
$292K +$37.1K +150 +15%
GFS
1235
GYL Financial Synergies
Connecticut
$290K +$1.48K +6 +0.5%
NNP
1236
Nachman Norwood & Parrott
South Carolina
$290K +$4.45K +18 +2%
ONST
1237
Old North State Trust
North Carolina
$290K +$11.6K +47 +4%
SC
1238
Solstein Capital
California
$290K +$160K +645 +136%
ECM
1239
ExodusPoint Capital Management
New York
$288K -$6.1M -24,668 -96%
CBFP
1240
Cedar Brook Financial Partners
Ohio
$287K -$2.97K -12 -1%
BMO
1241
Beck Mack & Oliver
New York
$287K – – –
FC
1242
Ferris Capital
Massachusetts
$283K +$271K +1,096 New
BCA
1243
Bay Colony Advisors
Massachusetts
$282K +$270K +1,092 New
SHWM
1244
Smith & Howard Wealth Management
Georgia
$280K -$16.3K -66 -6%
FMII
1245
Farmers & Merchants Investments Inc
Nebraska
$280K -$12.1K -49 -4%
TCOT
1246
Trust Company of Toledo
Ohio
$280K – – –
AWM
1247
Aries Wealth Management
Maine
$280K +$29.7K +120 +12%
RWP
1248
RWA Wealth Partners
Massachusetts
$278K +$266K +1,077 New
PWM
1249
Perigon Wealth Management
California
$276K -$33.1K -134 -11%
SMG
1250
Spectrum Management Group
Indiana
$276K – – –
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