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AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
CIAS
1251
Capital Investment Advisory Services
North Carolina
$427K -$31.4K -160 -8%
JWWM
1252
Johnson & White Wealth Management
Pennsylvania
$425K +$196 +1 +0.1%
ACM
1253
Advisors Capital Management
New Jersey
$424K -$141K -721 -27%
MWM
1254
Modera Wealth Management
New Jersey
$422K -$981 -5 -0.3%
FCBT
1255
First Citizens Bank & Trust
North Carolina
$422K +$23.3K +119 +7%
CFP
1256
Cypress Financial Planning
New Jersey
$421K +$785 +4 +0.2%
AFT
1257
Alpha Family Trust
California
$419K – – –
FMP
1258
Financial Management Professionals
Texas
$419K +$20.8K +106 +6%
FAG
1259
Fortitude Advisory Group
Washington
$416K +$10.6K +54 +3%
PTC
1260
Philadelphia Trust Company
Pennsylvania
$414K – – –
PWP
1261
Phillips Wealth Planners
Mississippi
$413K +$380K +1,938 New
WC
1262
Woodstock Corp
Massachusetts
$408K -$113K -576 -23%
TIA
1263
Tiemann Investment Advisors
California
$408K -$33.3K -170 -8%
M
1264
MOTCO
Texas
$408K -$26.9K -137 -7%
FFN
1265
Focus Financial Network
Minnesota
$407K +$13.3K +68 +4%
EI
1266
Ellevest Inc
New York
$407K -$45.9K -234 -11%
PFC
1267
Phocas Financial Corp
California
$405K -$8.44K -43 -2%
FPCP
1268
Fort Point Capital Partners
California
$399K -$2.16K -11 -0.6%
TWP
1269
Tyche Wealth Partners
Texas
$393K +$74K +377 +26%
VBCG
1270
Valley Brook Capital Group
Pennsylvania
$392K – – –
VAF
1271
Values Added Financial
District of Columbia
$391K -$15.9K -81 -4%
ICA
1272
Infrastructure Capital Advisors
New York
$389K +$22.4K +114 +7%
LCM
1273
Leisure Capital Management
California
$388K – – –
KFI
1274
Key Financial Inc
Pennsylvania
$387K +$589 +3 +0.2%
SWA
1275
Stratos Wealth Advisors
Ohio
$386K -$44.3K -226 -11%
49 50
51
52 53