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AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
1226
Penserra Capital Management
California
$519K -$9.15M -41,250 -95%
ARC
1227
Advisor Resource Council
Texas
$519K +$495K +2,231 New
MAM
1228
Mark Asset Management
New York
$518K – – –
HL
1229
HeadInvest LLC
Maine
$517K -$18.8K -85 -4%
BWP
1230
BSW Wealth Partners
Colorado
$516K +$81.2K +366 +20%
1W
1231
1776 Wealth
Georgia
$512K -$33.5K -151 -6%
BWP
1232
Baldwin Wealth Partners
Massachusetts
$510K +$16.2K +73 +3%
PTP
1233
Platform Technology Partners
New York
$510K -$36.4K -164 -7%
SFP
1234
Shepherd Financial Partners
Massachusetts
$509K +$23.5K +106 +5%
DG
1235
DMC Group
Alabama
$508K +$52.5K +237 +12%
APP
1236
Avantax Planning Partners
Iowa
$506K -$812K -3,660 -63%
FMII
1237
Farmers & Merchants Investments Inc
Nebraska
$506K -$222 -1 -0%
SF
1238
Symphony Financial
Texas
$503K -$43.7K -197 -8%
PFBT
1239
Parkside Financial Bank & Trust
Missouri
$503K +$13.7K +62 +3%
SC
1240
Syon Capital
California
$501K -$8.2K -37 -2%
BF
1241
BOK Financial
Oklahoma
$499K -$1.77K -8 -0.4%
CIAS
1242
Capital Investment Advisory Services
North Carolina
$499K -$21.3K -96 -4%
CCA
1243
Childress Capital Advisors
Texas
$497K +$18.6K +84 +4%
WPP
1244
Whalerock Point Partners
Rhode Island
$495K – – –
CRWM
1245
Castle Rock Wealth Management
California
$494K -$7.98K -36 -2%
1SB
1246
1ST Source Bank
Indiana
$493K +$88.7K +400 +23%
MWM
1247
Mission Wealth Management
California
$493K +$5.99K +27 +1%
ARMT
1248
Amica Retiree Medical Trust
Rhode Island
$493K +$471K +2,122 New
PIM
1249
Penobscot Investment Management
Massachusetts
$492K -$157K -710 -25%
SP
1250
Saranac Partners
$492K – – –
48 49
50
51 52