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AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
DFA
1276
Delta Financial Advisors
Louisiana
$356K +$26K +125 +8%
REMPR
1277
Roof Eidam Maycock Peralta (REMP)
California
$355K -$1.67M -8,037 -83%
RBC
1278
Romano Brothers & Co
Illinois
$355K -$31K -149 -8%
RPWA
1279
Regent Peak Wealth Advisors
Georgia
$355K +$24.6K +118 +8%
BBNA
1280
Bremer Bank National Association
Minnesota
$354K -$140K -672 -29%
CIM
1281
CIM Investment Management
Pennsylvania
$353K -$9.37K -45 -3%
CP
1282
Coho Partners
Pennsylvania
$351K – – –
BA
1283
BCM Advisors
Louisiana
$351K – – –
SPWM
1284
Schrum Private Wealth Management
Florida
$351K -$22.3K -107 -6%
GAA
1285
Green Alpha Advisors
Colorado
$350K -$337K -1,621 -50%
ECM
1286
Evergreen Capital Management
Washington
$350K -$67.9K -326 -17%
FAG
1287
Fortitude Advisory Group
Washington
$349K +$77.8K +374 +29%
EFG
1288
Ethos Financial Group
Pennsylvania
$347K +$338K +1,625 New
KA
1289
Kovack Advisors
Florida
$345K -$36K -173 -10%
OHWA
1290
Oak Hill Wealth Advisors
Virginia
$343K +$337K +1,620 New
VA
1291
Valmark Advisers
Ohio
$343K +$3.96K +19 +1%
KC
1292
Kenfarb & Co
Kentucky
$341K – – –
KAS
1293
Kestra Advisory Services
Texas
$339K +$333K +1,601 New
KFI
1294
Key Financial Inc
Pennsylvania
$337K – – –
EWM
1295
Evermay Wealth Management
Virginia
$336K +$20.8K +100 +7%
VCA
1296
Verdence Capital Advisors
Maryland
$335K -$74.7K -359 -19%
LIM
1297
Longfellow Investment Management
Massachusetts
$335K +$329K +1,580 New
HWM
1298
Hemington Wealth Management
Virginia
$334K +$329K +1,580 New
MWM
1299
Modera Wealth Management
New Jersey
$334K -$2.29K -11 -0.7%
AMCA
1300
Arthur M. Cohen & Associates
Illinois
$334K – – –
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