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AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
1301
Bayesian Capital Management
New York
$271K +$253K +1,134 New
LFF
1302
Level Four Financial
Texas
$267K -$16.3K -73 -6%
RG
1303
Renaissance Group
Kentucky
$266K -$8.02K -36 -3%
RFA
1304
Reilly Financial Advisors
California
$264K -$36.5K -164 -13%
WAG
1305
Winthrop Advisory Group
Massachusetts
$264K -$5.57K -25 -2%
MYLI
1306
Meiji Yasuda Life Insurance
Japan
$264K – – –
PPW
1307
Parcion Private Wealth
Washington
$264K +$246K +1,106 New
FAM
1308
Formidable Asset Management
Ohio
$264K +$248K +1,112 New
CC
1309
Constitution Capital
Connecticut
$263K -$156K -700 -39%
TA
1310
Tiedemann Advisors
New York
$262K -$41K -184 -14%
PWM
1311
PRW Wealth Management
Massachusetts
$262K -$20.7K -93 -8%
LI
1312
LVZ Inc
Michigan
$262K +$25.8K +116 +12%
PSB
1313
Piscataqua Savings Bank
New Hampshire
$262K +$244K +1,094 New
LPT
1314
Legacy Private Trust
Wisconsin
$261K -$6.68K -30 -3%
PFGIA
1315
Patriot Financial Group Insurance Agency
Massachusetts
$261K +$2K +9 +0.8%
OWA
1316
Outlook Wealth Advisors
Texas
$261K +$37.4K +168 +18%
IA
1317
Insight Advisors
Pennsylvania
$259K -$53.2K -239 -19%
AWE
1318
Avidian Wealth Enterprises
Texas
$259K +$241K +1,083 New
HHGA
1319
Halbert Hargrove Global Advisors
California
$258K -$668 -3 -0.3%
FMII
1320
Farmers & Merchants Investments Inc
Nebraska
$258K – – –
MIM
1321
Moseley Investment Management
Florida
$258K +$1.56K +7 +0.7%
WSFS
1322
Wilmington Savings Fund Society
Delaware
$258K +$16.5K +74 +7%
PMFA
1323
Plante Moran Financial Advisors
Michigan
$257K -$271K -1,217 -53%
EFSCE
1324
Enterprise Financial Services Corp (EFSC)
Missouri
$257K +$2.45K +11 +1%
BOS
1325
Bank of Stockton
California
$256K -$47.4K -213 -17%
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