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AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
JCIA
1251
Jackson Creek Investment Advisors
Colorado
$374K -$13.9K -54 -3%
LCM
1252
Leisure Capital Management
California
$374K +$14.1K +55 +3%
FRM
1253
Fox Run Management
Connecticut
$374K +$448K +1,743 New
PRC
1254
Pearl River Capital
Michigan
$373K +$447K +1,738 New
DY
1255
Dowling & Yahnke
California
$372K -$7.96K -31 -2%
CCFM
1256
Clear Creek Financial Management
Washington
$372K +$42.4K +165 +11%
CIM
1257
CIM Investment Management
Pennsylvania
$368K – – –
GKWIM
1258
Gerber Kawasaki Wealth & Investment Management
California
$368K – – –
PCM
1259
Palisade Capital Management
New Jersey
$365K – – –
AWE
1260
Avidian Wealth Enterprises
Texas
$365K +$771 +3 +0.2%
CBT
1261
CoreFirst Bank & Trust
Kansas
$364K +$11K +43 +3%
9WM
1262
9258 Wealth Management
Ohio
$361K -$52.2K -203 -11%
SVWAG
1263
Sound View Wealth Advisors Group
Georgia
$359K -$25.7K -100 -6%
OL
1264
Optas LLC
Texas
$359K -$13.6K -53 -3%
BWM
1265
Blossom Wealth Management
California
$359K +$9.76K +38 +2%
TGAM
1266
TBH Global Asset Management
Tennessee
$357K – – –
BAAM
1267
Baker Avenue Asset Management
California
$356K +$55K +214 +15%
CP
1268
Coho Partners
Pennsylvania
$355K – – –
KFS
1269
Kaizen Financial Strategies
California
$352K +$2.31K +9 +0.6%
AI
1270
AXS Investments
New York
$350K -$75.5K -294 -15%
LI
1271
LVZ Inc
Michigan
$350K -$257 -1 -0.1%
SFG
1272
StrategIQ Financial Group
Indiana
$349K -$3.85K -15 -0.9%
Q
1273
QVR
California
$349K +$417K +1,624 New
DG
1274
DMC Group
Alabama
$348K +$65.3K +254 +19%
NAS
1275
Nicolet Advisory Services
Wisconsin
$348K +$126K +492 +37%
49 50
51
52 53