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AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
1276
Modera Wealth Management
New Jersey
$357K -$19.1K -92 -5%
SIM
1277
Sentry Investment Management
Wisconsin
$356K -$65.5K -316 -14%
MME
1278
Meag Munich Ergo
Germany
$355K – – –
HWA
1279
Heartwood Wealth Advisors
Virginia
$355K – – –
CFP
1280
Cypress Financial Planning
New Jersey
$354K -$1.04K -5 -0.3%
BA
1281
Bridgewater Associates
Connecticut
$354K +$400K +1,931 New
AFT
1282
Alpha Family Trust
California
$353K – – –
JWWM
1283
Johnson & White Wealth Management
Pennsylvania
$353K +$207 +1 +0.1%
AWM
1284
Angeles Wealth Management
California
$351K +$47.9K +231 +14%
OL
1285
Optas LLC
Texas
$351K -$78.9K -381 -17%
FAT
1286
First American Trust
California
$350K -$5.54M -26,759 -93%
PTC
1287
Philadelphia Trust Company
Pennsylvania
$349K -$2.07K -10 -0.5%
PFC
1288
Phocas Financial Corp
California
$349K +$395K +1,905 New
DC
1289
Diametric Capital
Massachusetts
$348K +$393K +1,896 New
AWM
1290
Aprio Wealth Management
Georgia
$347K -$90.5K -437 -19%
GA
1291
Geller Advisors
New York
$347K -$8.7K -42 -2%
YIA
1292
YHB Investment Advisors
Connecticut
$346K -$14.9K -72 -4%
XF
1293
XML Financial
Maryland
$346K +$10.8K +52 +3%
AA
1294
Advisory Alpha
Michigan
$346K +$1.66K +8 +0.4%
VAF
1295
Values Added Financial
District of Columbia
$344K +$114K +549 +41%
SIA
1296
Schechter Investment Advisors
Michigan
$342K -$150K -723 -28%
FHC
1297
First Heartland Consultants
Missouri
$341K +$33.8K +163 +10%
FAG
1298
Fortitude Advisory Group
Washington
$340K -$84.3K -407 -18%
FPCP
1299
Fort Point Capital Partners
California
$339K -$34.4K -166 -8%
XT
1300
XTX Topco
Cayman Islands
$336K +$380K +1,833 New
50 51
52
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