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AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
EI
1301
Ellevest Inc
New York
$92K +$26.1K +112 +36%
TWA
1302
TCI Wealth Advisors
Arizona
$89K -$16.1K -69 -14%
WAP
1303
Wealthcare Advisory Partners
Pennsylvania
$89K +$38.6K +166 +69%
AIM
1304
Arcadia Investment Management
Michigan
$87K – – –
NEIRG
1305
New England Investment & Retirement Group
Massachusetts
$87K +$93.1K +400 New
TF
1306
Tompkins Financial
New York
$83K – – –
FWM
1307
Focused Wealth Management
New York
$80K -$13K -56 -13%
OSNBOA
1308
Old Second National Bank of Aurora
Illinois
$76K – – –
HWA
1309
Heritage Wealth Advisors
Virginia
$75.8K +$5.82K +25 +8%
BC
1310
Belmont Capital
California
$75K – – –
TC
1311
Truvestments Capital
Florida
$75K +$80.3K +345 New
AIC
1312
Ameritas Investment Company
Nebraska
$74K +$20K +86 +34%
LWM
1313
Liberty Wealth Management
California
$74K +$52.8K +227 +199%
TFO
1314
Tarbox Family Office
California
$71K +$698 +3 +0.9%
PGAM
1315
Princeton Global Asset Management
New Jersey
$70K +$23.3K +100 +45%
AIS
1316
Accurate Investment Solutions
Pennsylvania
$69K +$5.82K +25 +9%
NCM
1317
New Capital Management
Texas
$67K -$56.8K -244 -44%
APW
1318
Acima Private Wealth
Virginia
$67K – – –
APC
1319
Aspire Private Capital
North Carolina
$66K – – –
EWM
1320
EPG Wealth Management
Georgia
$66K +$26.5K +114 +60%
PWMG
1321
Prestige Wealth Management Group
New Jersey
$66K +$70.3K +302 New
SWA
1322
Sutton Wealth Advisors
Florida
$64.7K +$31.2K +134 +82%
MSFP
1323
Mark Sheptoff Financial Planning
Connecticut
$64K – – –
AIM
1324
Anchor Investment Management
South Carolina
$63.6K – – –
AA
1325
Advisory Alpha
Michigan
$62.9K +$4.19K +18 +8%
51 52
53
54 55