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AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
RMCM
1276
Reynders McVeigh Capital Management
Massachusetts
$368K – – –
MAWCM
1277
Mine & Arao Wealth Creation & Management
California
$368K +$1.14K +4 +0.3%
AA
1278
Ancora Advisors
Ohio
$367K -$2.57K -9 -0.6%
HPC
1279
Hobart Private Capital
North Carolina
$365K -$23.4K -82 -6%
OWA
1280
Outlook Wealth Advisors
Texas
$363K +$11.1K +39 +3%
BFPW
1281
BOK Financial Private Wealth
Colorado
$361K +$67.8K +238 +21%
RCAG
1282
Rehmann Capital Advisory Group
Michigan
$359K -$42.8K -150 -10%
ATIA
1283
American Trust Investment Advisors
New Hampshire
$358K -$10.8K -38 -3%
PCS
1284
Personal CFO Solutions
New Jersey
$357K -$4.28K -15 -1%
LA
1285
LVW Advisors
New York
$357K +$383K +1,344 New
ECM
1286
EagleClaw Capital Management
Massachusetts
$353K – – –
PIA
1287
Perennial Investment Advisors
California
$352K +$12.8K +45 +3%
FWP
1288
FAS Wealth Partners
Kansas
$350K +$9.12K +32 +2%
PBO
1289
Peoples Bank (Ohio)
Ohio
$349K -$27.7K -97 -7%
BFA
1290
Brendel Financial Advisors
New Hampshire
$349K +$69.8K +245 +23%
SG
1291
StoneX Group
New York
$348K -$103K -363 -22%
PFGIA
1292
Patriot Financial Group Insurance Agency
Massachusetts
$348K +$10.8K +38 +3%
BFS
1293
Bickling Financial Services
Massachusetts
$345K -$33.9K -119 -8%
OCM
1294
Osterweis Capital Management
California
$342K – – –
RBFC
1295
Roman Butler Fullerton & Co
Missouri
$340K +$3.14K +11 +0.9%
Q
1296
QVR
California
$340K +$252K +883 +222%
RQS
1297
Ramsey Quantitative Systems
Kentucky
$337K +$362K +1,270 New
NJBEST
1298
New Jersey Better Educational Savings Trust
New Jersey
$336K – – –
FH
1299
FWG Holdings
Florida
$336K +$41.6K +146 +13%
OWP
1300
Obermeyer Wealth Partners
Colorado
$336K +$60.1K +211 +20%
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