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AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
1251
Mission Wealth Management
California
$399K +$40.8K +143 +11%
CI
1252
Capital International
California
$398K -$25.7K -90 -6%
PP
1253
Peconic Partners
New York
$398K – – –
SHWM
1254
Silicon Hills Wealth Management
Texas
$393K – – –
WA
1255
Wealth Alliance
New York
$393K +$14K +49 +3%
VWA
1256
Visionary Wealth Advisors
Illinois
$391K -$68.1K -239 -14%
SAM
1257
Seelaus Asset Management
New Jersey
$389K -$7.41K -26 -2%
OWM
1258
OneAscent Wealth Management
Alabama
$387K +$416K +1,458 New
M
1259
MOTCO
Texas
$385K -$12.8K -45 -3%
VAM
1260
Vontobel Asset Management
New York
$385K – – –
PWPS
1261
Pinnacle Wealth Planning Services
Ohio
$385K +$10.3K +36 +3%
OBGC
1262
O'Brien Greene & Co
Pennsylvania
$385K +$14.3K +50 +4%
RPWA
1263
Regent Peak Wealth Advisors
Georgia
$384K +$9.12K +32 +2%
TCOT
1264
Trust Company of Toledo
Ohio
$382K -$2.57K -9 -0.6%
DIP
1265
DT Investment Partners
Pennsylvania
$382K +$68.4K +240 +20%
ACI
1266
Alpha Cubed Investments
California
$381K -$14.3K -50 -3%
HKAM
1267
Horizon Kinetics Asset Management
New York
$380K – – –
AWE
1268
Avidian Wealth Enterprises
Texas
$379K +$38.5K +135 +10%
PAMG
1269
Patton Albertson Miller Group
Tennessee
$378K +$14.3K +50 +4%
LFAS
1270
Level Four Advisory Services
Texas
$377K -$656K -2,301 -62%
BP
1271
BBR Partners
New York
$377K +$3.42K +12 +0.9%
TU
1272
TDAM USA
Ontario, Canada
$377K +$18.8K +66 +5%
SGCA
1273
Steel Grove Capital Advisors
Tennessee
$377K +$55.3K +194 +16%
AWM
1274
Accurate Wealth Management
Florida
$376K +$400K +1,402 New
VCA
1275
Verdence Capital Advisors
Maryland
$370K +$3.99K +14 +1%
49 50
51
52 53