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AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
PA
1251
PFG Advisors
Arizona
$471K +$6.83K +25 +2%
BW
1252
Bison Wealth
Georgia
$471K +$9.84K +36 +2%
SFG
1253
StrategIQ Financial Group
Indiana
$470K +$173K +633 +65%
SIA
1254
SkyView Investment Advisors
New Jersey
$468K +$356K +1,303 +114%
MSS
1255
Mitchell Sinkler & Starr
Pennsylvania
$466K – – –
MWM
1256
Mission Wealth Management
California
$466K +$25.1K +92 +6%
LAM
1257
LifePro Asset Management
California
$466K +$435K +1,594 New
PWPS
1258
Pinnacle Wealth Planning Services
Ohio
$465K +$38.5K +141 +10%
RMAM
1259
Raab & Moskowitz Asset Management
New Jersey
$463K -$10.7K -39 -2%
CCFM
1260
Clear Creek Financial Management
Washington
$455K +$9.56K +35 +2%
HIC
1261
Hartline Investment Corp
Illinois
$454K -$23.2K -85 -5%
VFA
1262
Valeo Financial Advisors
Indiana
$454K -$4.37K -16 -1%
DU
1263
Delphia (USA)
Ontario, Canada
$453K +$423K +1,549 New
OBGC
1264
O'Brien Greene & Co
Pennsylvania
$451K +$25.1K +92 +6%
MSU
1265
Mizuho Securities USA
New York
$449K +$420K +1,536 New
DY
1266
Dowling & Yahnke
California
$448K – – –
KFI
1267
Key Financial Inc
Pennsylvania
$448K – – –
EWA
1268
EverSource Wealth Advisors
Alabama
$448K +$418K +1,530 New
DMBA
1269
Deseret Mutual Benefit Administrators
Utah
$446K – – –
VFA
1270
Voya Financial Advisors
Connecticut
$446K +$123K +450 +42%
TCOT
1271
Trust Company of Toledo
Ohio
$445K +$22.1K +81 +6%
HIG
1272
Heritage Investment Group
Florida
$445K +$416K +1,521 New
OFS
1273
Orrstown Financial Services
Pennsylvania
$443K -$12.8K -47 -3%
HAC
1274
Harbor Advisory Corp
New Hampshire
$443K – – –
BFPW
1275
BOK Financial Private Wealth
Colorado
$443K +$42.6K +156 +11%
49 50
51
52 53