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AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
MSS
1251
Mitchell Sinkler & Starr
Pennsylvania
$213K – – –
AWM
1252
Aries Wealth Management
Maine
$213K +$6.98K +30 +3%
CNB
1253
Camden National Bank
Maine
$213K +$228K +980 New
RWA
1254
River Wealth Advisors
Pennsylvania
$212K +$4.19K +18 +2%
LRIA
1255
Leonard Rickey Investment Advisors
Washington
$211K – – –
CSPIA
1256
Cary Street Partners Investment Advisory
Virginia
$210K +$19.5K +84 +10%
LFA
1257
Landmark Financial Advisors
Kentucky
$210K +$192K +825 New
NAS
1258
Nicolet Advisory Services
Wisconsin
$209K +$223K +959 New
PHK
1259
Point72 Hong Kong
Hong Kong
$209K +$223K +959 New
NED
1260
Nancy E. Dempze
$209K +$224K +962 New
EPA
1261
Element Pointe Advisors
Florida
$206K -$9.54K -41 -4%
MIS
1262
Morningstar Investment Services
Illinois
$202K -$2.33K -10 -1%
AHB
1263
Abner Herrman & Brock
New Jersey
$200K -$582K -2,500 -73%
CF
1264
Centaurus Financial
California
$200K +$3.26K +14 +2%
TI
1265
tru Independence
Oregon
$197K – – –
TL
1266
TrueWealth LLC
Georgia
$194K – – –
TPWA
1267
TRUE Private Wealth Advisors
Oregon
$192K -$743K -3,194 -78%
BCM
1268
Blume Capital Management
California
$185K – – –
GEA
1269
Glen Eagle Advisors
New Jersey
$183K -$23.3K -100 -11%
WPA
1270
West Paces Advisors
Georgia
$182K -$12.1K -52 -6%
TAIM
1271
TD Ameritrade Investment Management
Nebraska
$173K +$6.98K +30 +4%
PB
1272
Pinnacle Bancorp
Nebraska
$158K – – –
RWA
1273
Ropes Wealth Advisors
Massachusetts
$156K -$12.6K -54 -7%
AWM
1274
AllSquare Wealth Management
New York
$153K – – –
ADL
1275
Asset Dedication LLC
California
$152K – – –
49 50
51
52 53