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AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
PP
1301
Pegasus Partners
Wisconsin
$242K -$37.3K -147 -13%
ICM
1302
IMS Capital Management
Oregon
$242K – – –
LA
1303
Legacy Advisors
Pennsylvania
$242K – – –
RHBC
1304
R.H. Bluestein & Co
Michigan
$242K – – –
TI
1305
Truehand Inc
New Hampshire
$242K – – –
V
1306
VeraBank
Texas
$242K – – –
RWM
1307
Raffa Wealth Management
District of Columbia
$241K – – –
CAMG
1308
CWA Asset Management Group
Florida
$241K – – –
MCM
1309
Murphy Capital Management
New Jersey
$241K – – –
CWM
1310
Connecticut Wealth Management
Connecticut
$241K +$253K +998 New
GC
1311
Grimes & Company
Massachusetts
$240K -$6.34K -25 -2%
FC
1312
Financial Consulate
Maryland
$240K +$47.2K +186 +23%
HWA
1313
HHM Wealth Advisors
Tennessee
$239K -$3.04K -12 -1%
IRAG
1314
Investment Research & Advisory Group
Georgia
$239K – – –
KLCM
1315
KG&L Capital Management
Louisiana
$239K +$251K +990 New
TPWA
1316
TRUE Private Wealth Advisors
Oregon
$238K – – –
AWM
1317
Altavista Wealth Management
North Carolina
$238K +$20.3K +80 +9%
XM
1318
XTX Markets
New York
$234K +$245K +966 New
MIM
1319
Moseley Investment Management
Florida
$234K +$246K +970 New
NED
1320
Nancy E. Dempze
$233K – – –
RCA
1321
Ranch Capital Advisors
Florida
$233K +$3.55K +14 +2%
JAM
1322
Jupiter Asset Management
United Kingdom
$232K -$13.7M -53,982 -98%
AHB
1323
Abner Herrman & Brock
New Jersey
$230K +$8.11K +32 +3%
EPA
1324
Element Pointe Advisors
Florida
$229K – – –
OWA
1325
Outlook Wealth Advisors
Texas
$228K -$20.3K -80 -8%
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