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AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
1226
Traynor Capital Management
Pennsylvania
$325K -$107K -585 -23%
ACM
1227
Arcataur Capital Management
Wisconsin
$325K +$1.83K +10 +0.5%
PFA
1228
Peak Financial Advisors
Colorado
$325K +$30.1K +165 +9%
VWM
1229
Venturi Wealth Management
Texas
$324K -$1M -5,497 -74%
WP
1230
WMS Partners
Maryland
$323K -$6.58K -36 -2%
JSL
1231
JT Stratford LLC
Georgia
$322K -$49.9K -273 -12%
GD
1232
Grandfield & Dodd
New York
$322K -$3.29K -18 -0.9%
TCM
1233
Tufton Capital Management
Maryland
$321K +$26.5K +145 +8%
AWA
1234
Arkadios Wealth Advisors
Georgia
$319K -$85.8K -470 -19%
BTI
1235
Blue Trust Inc
Georgia
$319K +$27.6K +151 +10%
AG
1236
Algert Global
California
$318K -$827K -4,530 -70%
AFT
1237
Alpha Family Trust
California
$317K +$100K +550 +40%
DFA
1238
Delta Financial Advisors
Louisiana
$314K +$9.31K +51 +3%
OBGC
1239
O'Brien Greene & Co
Pennsylvania
$313K -$18.3K -100 -5%
FAIM
1240
Financial Advocates Investment Management
Washington
$311K -$9.13K -50 -3%
EL
1241
Essex LLC
Illinois
$310K +$344K +1,885 New
CFP
1242
Cypress Financial Planning
New Jersey
$309K – – –
JWWM
1243
Johnson & White Wealth Management
Pennsylvania
$309K – – –
CWM
1244
Cornerstone Wealth Management
Missouri
$307K +$75.1K +411 +28%
GL
1245
Graypoint LLC
New York
$306K +$99.9K +547 +42%
SIA
1246
Schechter Investment Advisors
Michigan
$306K -$410K -2,242 -55%
MWM
1247
Modera Wealth Management
New Jersey
$304K -$31.8K -174 -9%
LCWP
1248
Legacy Capital Wealth Partners
Arkansas
$304K +$337K +1,846 New
QPWM
1249
Quadrant Private Wealth Management
Pennsylvania
$304K +$94.4K +517 +39%
ICG
1250
InterOcean Capital Group
Tennessee
$303K -$165K -905 -33%
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