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AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
JWM
1301
Jeppson Wealth Management
California
$259K -$6.12K -34 -2%
SIM
1302
Stratos Investment Management
Ohio
$259K +$40K +222 +16%
TP
1303
TritonPoint Partners
Maryland
$258K +$281K +1,562 New
SWM
1304
Spire Wealth Management
Virginia
$258K -$3.96K -22 -1%
RA
1305
Riversedge Advisors
Delaware
$256K +$282K +1,567 New
DIP
1306
DT Investment Partners
Pennsylvania
$253K – – –
KA
1307
Kovack Advisors
Florida
$252K +$11.3K +63 +4%
SVWAG
1308
Sound View Wealth Advisors Group
Georgia
$252K -$13.9K -77 -5%
CAG
1309
Csenge Advisory Group
Florida
$251K +$47.3K +263 +21%
WA
1310
WBH Advisory
Maryland
$251K -$117K -649 -30%
OFS
1311
OneAscent Financial Services
Alabama
$251K -$49K -272 -15%
AFP
1312
Ausdal Financial Partners
Iowa
$251K +$276K +1,533 New
B
1313
Barings
North Carolina
$250K +$275K +1,528 New
CWM
1314
Cornerstone Wealth Management
Missouri
$249K -$27.5K -153 -9%
IP
1315
Indivisible Partners
Florida
$249K +$274K +1,521 New
MYAM
1316
Meiji Yasuda Asset Management
Japan
$248K -$319K -1,773 -54%
ET
1317
Equitable Trust
Tennessee
$248K -$12.4K -69 -4%
QCIG
1318
Quad-Cities Investment Group
Iowa
$248K +$720 +4 +0.3%
SC
1319
Sapient Capital
Indiana
$247K -$217K -1,208 -45%
EAN
1320
Excelsior Advisor Network
Colorado
$247K +$271K +1,507 New
TW
1321
TritonPoint Wealth
Maryland
$246K +$271K +1,505 New
JGC
1322
J. Goldman & Co
New York
$246K +$270K +1,501 New
AC
1323
AlpenGlobal Capital
California
$245K – – –
HIG
1324
Heritage Investment Group
Florida
$245K – – –
ACG
1325
Allen Capital Group
Nebraska
$245K +$7.92K +44 +3%
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