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AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
BWA
1251
Basecamp Wealth Advisors
Washington
$307K +$319K +1,751 New
MYLI
1252
Meiji Yasuda Life Insurance
Japan
$307K +$318K +1,750 New
YP
1253
YANKCOM Partnership
South Dakota
$307K +$546 +3 +0.2%
PW
1254
Pandora Wealth
Illinois
$306K -$146K -802 -31%
NO
1255
Ninety One
South Africa
$306K -$6.33M -34,800 -95%
OCA
1256
OpenArc Corporate Advisory
Georgia
$305K +$316K +1,739 New
BAAM
1257
Baker Avenue Asset Management
California
$305K -$2.55K -14 -0.8%
WE
1258
Wealth Effects
Massachusetts
$305K -$47.7K -262 -13%
OFS
1259
OneAscent Financial Services
Alabama
$305K +$111K +609 +54%
HWA
1260
Heartwood Wealth Advisors
Virginia
$304K – – –
FMLI
1261
Fukoku Mutual Life Insurance
Japan
$304K -$40K -220 -11%
CWA
1262
Capital Wealth Alliance
Arizona
$303K +$318K +1,746 New
MK
1263
MASTERINVEST Kapitalanlage
$302K – – –
SP
1264
Saranac Partners
$302K – – –
DIP
1265
DT Investment Partners
Pennsylvania
$301K +$30.6K +168 +11%
SFC
1266
SYM Financial Corp
Indiana
$301K +$312K +1,713 New
BF
1267
Brogan Financial
Tennessee
$299K -$73.2K -402 -19%
CWM
1268
Cornerstone Wealth Management
Missouri
$298K +$24.9K +137 +9%
HR
1269
Howe & Rusling
New York
$297K +$4.55K +25 +1%
WSFS
1270
Wilmington Savings Fund Society
Delaware
$296K +$9.46K +52 +3%
PFA
1271
Pure Financial Advisors
California
$295K +$306K +1,682 New
LCWP
1272
Legacy Capital Wealth Partners
Arkansas
$295K -$8.01K -44 -3%
PCS
1273
Personal CFO Solutions
New Jersey
$293K +$10.4K +57 +4%
CIC
1274
Cornercap Investment Counsel
Georgia
$292K -$3.64K -20 -1%
MWM
1275
MBE Wealth Management
Wisconsin
$292K +$13.6K +75 +5%
49 50
51
52 53