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AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
JSW
1251
Journey Strategic Wealth
New Jersey
$298K -$306K -1,702 -50%
NO
1252
Ninety One
South Africa
$298K – – –
VAG
1253
VisionPoint Advisory Group
Texas
$297K +$18K +100 +6%
WE
1254
Wealth Effects
Massachusetts
$296K -$3.6K -20 -1%
MK
1255
MASTERINVEST Kapitalanlage
$295K – – –
SWA
1256
Stratos Wealth Advisors
Ohio
$295K +$20.7K +115 +7%
ACM
1257
Advisors Capital Management
New Jersey
$294K -$29.9K -166 -9%
WSFS
1258
Wilmington Savings Fund Society
Delaware
$294K +$2.88K +16 +0.9%
EFM
1259
E Fund Management
China
$294K +$306K +1,702 New
AT
1260
Adelphi Trust
Florida
$294K +$89.2K +496 +41%
BWA
1261
Basecamp Wealth Advisors
Washington
$293K -$10.1K -56 -3%
HH
1262
Hilltop Holdings
Texas
$292K -$176K -979 -37%
CFM
1263
Catalyst Funds Management
Australia
$292K +$305K +1,693 New
SG
1264
StoneX Group
New York
$291K -$1.08M -6,025 -78%
FGP
1265
Freestone Grove Partners
California
$291K -$488K -2,714 -62%
CWM
1266
Cornerstone Wealth Management
Missouri
$290K -$3.96K -22 -1%
EWM
1267
Empirical Wealth Management
Washington
$289K -$1.09M -6,076 -78%
PWM
1268
Pines Wealth Management
North Carolina
$289K +$29.9K +166 +11%
GPW
1269
Genesis Private Wealth
Virginia
$289K +$301K +1,673 New
MWM
1270
MBE Wealth Management
Wisconsin
$288K +$720 +4 +0.2%
HR
1271
Howe & Rusling
New York
$288K -$4.32K -24 -1%
CFG
1272
Capital Financial Group
Colorado
$287K -$60.8K -338 -17%
OIS
1273
OneAscent Investment Solutions
Alabama
$287K – – –
HWA
1274
HHM Wealth Advisors
Tennessee
$286K +$14K +78 +5%
FCB
1275
First County Bank
Connecticut
$285K +$83.1K +462 +39%
49 50
51
52 53