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AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
RFA
1251
Resurgent Financial Advisors
Georgia
$376K +$111K +534 +43%
APP
1252
Alpha Paradigm Partners
Illinois
$376K +$369K +1,774 New
QPW
1253
Quantum Private Wealth
Florida
$375K -$45.6K -219 -11%
SSWM
1254
Strait & Sound Wealth Management
California
$375K +$338K +1,622 New
SAI
1255
Systematic Alpha Investments
New Jersey
$374K -$333K -1,600 -48%
RWB
1256
RMR Wealth Builders
New Jersey
$374K +$1.46K +7 +0.4%
OL
1257
Optas LLC
Texas
$373K +$20K +96 +6%
RWA
1258
Ropes Wealth Advisors
Massachusetts
$372K -$24.1K -116 -6%
RWPA
1259
Richard W. Paul & Associates
Michigan
$370K +$364K +1,748 New
CLOS
1260
Compagnie Lombard Odier SCmA
Switzerland
$370K +$169K +810 +87%
M
1261
MOTCO
Texas
$368K +$27.1K +130 +8%
AIM
1262
Anchor Investment Management
South Carolina
$367K +$86.8K +417 +32%
SVWAG
1263
Sound View Wealth Advisors Group
Georgia
$366K +$5.62K +27 +2%
LCM
1264
Leisure Capital Management
California
$365K -$3.96K -19 -1%
LP
1265
LGL Partners
Pennsylvania
$364K -$144K -691 -29%
GKWIM
1266
Gerber Kawasaki Wealth & Investment Management
California
$364K – – –
PWPS
1267
Pinnacle Wealth Planning Services
Ohio
$363K -$81K -389 -18%
GRP
1268
Global Retirement Partners
California
$363K +$56.2K +270 +19%
LI
1269
LVZ Inc
Michigan
$361K +$15.8K +76 +5%
JCM
1270
Janney Capital Management
Pennsylvania
$360K +$354K +1,700 New
CBT
1271
CoreFirst Bank & Trust
Kansas
$360K +$416 +2 +0.1%
PCM
1272
Palisade Capital Management
New Jersey
$360K – – –
NL
1273
NWAM LLC
Washington
$359K +$23.3K +112 +7%
CCFM
1274
Clear Creek Financial Management
Washington
$358K -$8.53K -41 -2%
DFA
1275
Delta Financial Advisors
Louisiana
$356K +$26K +125 +8%
49 50
51
52 53