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AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
WE
1226
Wealth Effects
Massachusetts
$384K -$62.3K -299 -13%
FCBT
1227
First Citizens Bank & Trust
North Carolina
$384K +$64.8K +311 +18%
OAM
1228
Oxford Asset Management
United Kingdom
$382K +$414K +1,985 New
PWP
1229
Phillips Wealth Planners
Mississippi
$381K -$12.3K -59 -3%
KIA
1230
KCM Investment Advisors
California
$379K +$20.2K +97 +5%
YLHM
1231
Yelin Lapidot Holdings Management
Israel
$377K -$63.1K -303 -13%
KWA
1232
Kingswood Wealth Advisors
California
$376K -$61K -293 -13%
JWWM
1233
Johnson & White Wealth Management
Pennsylvania
$376K – – –
MWC
1234
MBM Wealth Consultants
Missouri
$375K +$29.2K +140 +8%
FMLI
1235
Fukoku Mutual Life Insurance
Japan
$375K – – –
M
1236
MOTCO
Texas
$374K – – –
SC
1237
Sapient Capital
Indiana
$374K -$1.67K -8 -0.4%
PCA
1238
Pallas Capital Advisors
Massachusetts
$373K -$121K -580 -23%
CFP
1239
Cypress Financial Planning
New Jersey
$373K +$208 +1 +0.1%
KWM
1240
KFG Wealth Management
Indiana
$372K +$6.88K +33 +2%
LAS
1241
LWM Advisory Services
Florida
$370K -$8.96K -43 -2%
AFT
1242
Alpha Family Trust
California
$370K – – –
CW
1243
CreativeOne Wealth
Kansas
$369K -$129K -617 -24%
USCWA
1244
U.S. Capital Wealth Advisors
Texas
$369K -$267K -1,280 -40%
AG
1245
AIA Group
Hong Kong
$369K – – –
PTC
1246
Philadelphia Trust Company
Pennsylvania
$366K – – –
CAAS
1247
Capital Asset Advisory Services
Michigan
$366K -$3.96K -19 -1%
LIP
1248
Lighthouse Investment Partners
Florida
$365K -$583K -2,800 -60%
SB
1249
Strategic Blueprint
Georgia
$363K +$92.5K +444 +31%
CWM
1250
Calamos Wealth Management
Illinois
$362K -$33.8K -162 -8%
48 49
50
51 52