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AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
SFP
1226
Shepherd Financial Partners
Massachusetts
$451K -$785 -4 -0.2%
CP
1227
Camelot Portfolios
Ohio
$448K +$404K +2,059 New
NB
1228
NBT Bank
New York
$446K +$115K +585 +40%
EFG
1229
Everhart Financial Group
Ohio
$446K +$65.5K +334 +19%
IFG
1230
Independent Financial Group
California
$445K -$9.02K -46 -2%
CWM
1231
Calamos Wealth Management
Illinois
$444K -$25.7K -131 -6%
LIM
1232
Longfellow Investment Management
Massachusetts
$443K -$113K -575 -22%
VCA
1233
Verdence Capital Advisors
Maryland
$441K +$4.12K +21 +1%
NSIM
1234
North Star Investment Management
Illinois
$440K -$145K -739 -27%
MPI
1235
Mairs & Power Inc
Minnesota
$440K – – –
SIA
1236
Schechter Investment Advisors
Michigan
$438K +$29.2K +149 +8%
PT
1237
Plimoth Trust
Massachusetts
$437K +$47.1K +240 +14%
AAP
1238
Arax Advisory Partners
Colorado
$435K -$148K -752 -27%
EWA
1239
EverSource Wealth Advisors
Alabama
$435K +$8.83K +45 +2%
AIC
1240
Archer Investment Corporation
Indiana
$434K -$1.77K -9 -0.4%
TFIPS
1241
Towarzystwo Funduszy Inwestycyjnych PZU SA
$434K +$47.1K +240 +14%
MAWCM
1242
Mine & Arao Wealth Creation & Management
California
$434K -$6.28K -32 -2%
SCTC
1243
Sanibel Captiva Trust Company
Florida
$433K -$72.6K -370 -16%
LAM
1244
L2 Asset Management
Massachusetts
$432K +$35.3K +180 +10%
QI
1245
Qtron Investments
Massachusetts
$430K -$181K -921 -32%
FHC
1246
First Heartland Consultants
Missouri
$430K +$23.5K +120 +6%
ZBNA
1247
Zions Bancorporation, National Association
Utah
$430K +$388K +1,977 New
AA
1248
Advisory Alpha
Michigan
$429K +$17.1K +87 +5%
CIAS
1249
Capital Investment Advisory Services
North Carolina
$427K -$31.4K -160 -8%
JWWM
1250
Johnson & White Wealth Management
Pennsylvania
$425K +$196 +1 +0.1%
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