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AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
FFA
1251
First Foundation Advisors
California
$429K +$419K +1,939 New
CFP
1252
Cypress Financial Planning
New Jersey
$428K – – –
PCS
1253
Personal CFO Solutions
New Jersey
$426K +$56.6K +262 +16%
AFT
1254
Alpha Family Trust
California
$425K – – –
V
1255
ViaWealth
Kansas
$424K -$149K -688 -26%
AG
1256
AIA Group
Hong Kong
$424K +$414K +1,918 New
SC
1257
Sapient Capital
Indiana
$423K +$413K +1,912 New
PTC
1258
Philadelphia Trust Company
Pennsylvania
$421K – – –
KWM
1259
KFG Wealth Management
Indiana
$420K +$42.3K +196 +11%
AWM
1260
Angeles Wealth Management
California
$419K +$84.2K +390 +26%
FAG
1261
Fortitude Advisory Group
Washington
$417K -$4.53K -21 -1%
APA
1262
Astoria Portfolio Advisors
New York
$416K -$2.16K -10 -0.6%
PT
1263
Plimoth Trust
Massachusetts
$416K -$27.6K -128 -6%
BWP
1264
BSW Wealth Partners
Colorado
$415K +$43K +199 +12%
WC
1265
Woodstock Corp
Massachusetts
$415K – – –
SW
1266
Simplicity Wealth
New Jersey
$415K +$405K +1,876 New
KIA
1267
KCM Investment Advisors
California
$415K -$43.4K -201 -10%
IFG
1268
Independent Financial Group
California
$413K -$38K -176 -9%
FMP
1269
Financial Management Professionals
Texas
$408K -$19.9K -92 -5%
CCA
1270
Childress Capital Advisors
Texas
$408K +$52.2K +242 +15%
ICA
1271
Infrastructure Capital Advisors
New York
$408K +$12.3K +57 +3%
M
1272
MOTCO
Texas
$405K +$15.1K +70 +4%
VAF
1273
Values Added Financial
District of Columbia
$405K +$7.56K +35 +2%
PFC
1274
Phocas Financial Corp
California
$404K -$7.56K -35 -2%
MWC
1275
MBM Wealth Consultants
Missouri
$400K +$17.7K +82 +5%
49 50
51
52 53