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AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
JFA
1251
Johanson Financial Advisors
California
$86.9K +$82.3K +378 New
OSNBOA
1252
Old Second National Bank of Aurora
Illinois
$80K – – –
GAM
1253
Gemmer Asset Management
California
$79K – – –
SSWG
1254
Seven Springs Wealth Group
Tennessee
$79K +$74.5K +342 New
BC
1255
Belmont Capital
California
$79K +$75.1K +345 New
AF
1256
Advisornet Financial
Minnesota
$76K +$33.8K +155 +89%
HWA
1257
Heritage Wealth Advisors
Virginia
$74.2K +$45.1K +207 +178%
TFO
1258
Tarbox Family Office
California
$74K +$21.3K +98 +44%
APW
1259
Acima Private Wealth
Virginia
$71K – – –
EI
1260
Ellevest Inc
New York
$71K +$41.8K +192 +163%
AIM
1261
Anchor Investment Management
South Carolina
$67.1K +$17.2K +79 +37%
SQA
1262
Simon Quick Advisors
New Jersey
$67K -$4.14K -19 -6%
MSFP
1263
Mark Sheptoff Financial Planning
Connecticut
$67K – – –
AIS
1264
Accurate Investment Solutions
Pennsylvania
$67K +$11.1K +51 +21%
NIM
1265
NuWave Investment Management
New Jersey
$66K +$18.5K +85 +42%
CAC
1266
Certified Advisory Corp
Florida
$65K +$218 +1 +0.4%
RP
1267
Rice Partnership
Hawaii
$63K +$59.9K +275 New
SL
1268
Savior LLC
Massachusetts
$63K +$60.1K +276 New
PFO
1269
Pathstone Family Office
New Jersey
$62.3K +$15.5K +71 +36%
KTC
1270
Kistler-Tiffany Companies
Pennsylvania
$61K -$2.18K -10 -4%
SLF
1271
Sun Life Financial
Ontario, Canada
$60K -$22K -101 -28%
PFGIA
1272
Patriot Financial Group Insurance Agency
Massachusetts
$59K -$25.3K -116 -31%
AIC
1273
Ameritas Investment Company
Nebraska
$57K -$21.3K -98 -28%
HR
1274
Howe & Rusling
New York
$57K -$1.31K -6 -2%
CI
1275
CX Institutional
Indiana
$57K – – –
49 50
51
52 53