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AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
APP
1226
Avantax Planning Partners
Iowa
$407K +$9.12K +44 +2%
DFG
1227
Delta Financial Group
New Jersey
$407K -$53K -256 -10%
OCPWS
1228
One Charles Private Wealth Services
Massachusetts
$405K -$60.9K -294 -12%
NWMG
1229
National Wealth Management Group
Ohio
$403K -$35.4K -171 -7%
KP
1230
Keel Point
Alabama
$402K +$25.3K +122 +6%
CFC
1231
Coyle Financial Counsel
Illinois
$401K +$7.67K +37 +2%
CFG
1232
Copley Financial Group
California
$400K +$20.5K +99 +5%
1W
1233
1776 Wealth
Georgia
$399K -$4.97K -24 -1%
FMII
1234
Farmers & Merchants Investments Inc
Nebraska
$399K – – –
CWM
1235
Calamos Wealth Management
Illinois
$398K +$12.6K +61 +3%
DG
1236
DMC Group
Alabama
$393K -$8.08K -39 -2%
AIA
1237
AssuredPartners Investment Advisors
Florida
$393K +$444K +2,145 New
SMA
1238
Sage Mountain Advisors
Georgia
$391K +$20.9K +101 +5%
WPP
1239
Whalerock Point Partners
Rhode Island
$391K – – –
PFBT
1240
Parkside Financial Bank & Trust
Missouri
$389K -$8.08K -39 -2%
CIAS
1241
Capital Investment Advisory Services
North Carolina
$389K -$5.59K -27 -1%
BWP
1242
Baldwin Wealth Partners
Massachusetts
$388K -$16.6K -80 -4%
SF
1243
Symphony Financial
Texas
$386K -$31.1K -150 -7%
EI
1244
Ellevest Inc
New York
$386K -$51.4K -248 -11%
MWM
1245
Mission Wealth Management
California
$384K -$5.39K -26 -1%
IFG
1246
Independent Financial Group
California
$384K -$105K -508 -20%
PA
1247
Probity Advisors
Texas
$383K +$18.9K +91 +5%
HR
1248
Howe & Rusling
New York
$383K -$45.4K -219 -10%
SFP
1249
Shepherd Financial Partners
Massachusetts
$381K -$23.4K -113 -5%
CPWA
1250
Cerro Pacific Wealth Advisors
California
$381K -$207 -1 -0.1%
48 49
50
51 52