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AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
AF
1301
Allworth Financial
California
$336K +$359K +1,260 +25,200%
EWM
1302
EPG Wealth Management
Georgia
$335K +$360K +1,263 New
APC
1303
Aspire Private Capital
North Carolina
$334K +$358K +1,257 New
HPWM
1304
Highland Private Wealth Management
Washington
$332K +$19.1K +67 +6%
CBN
1305
Cadence Bank NA
Texas
$329K +$25.7K +90 +8%
CCA
1306
Childress Capital Advisors
Texas
$329K +$31.1K +109 +10%
EI
1307
Ellevest Inc
New York
$329K +$33.9K +119 +11%
CGA
1308
Crescent Grove Advisors
Illinois
$328K – – –
EH
1309
Equitable Holdings
New York
$327K -$128K -449 -27%
NB
1310
NBT Bank
New York
$327K -$2K -7 -0.6%
LI
1311
LVZ Inc
Michigan
$327K +$6.84K +24 +2%
MPCG
1312
Matrix Private Capital Group
New York
$325K -$89.5K -314 -21%
RIA
1313
Regal Investment Advisors
Michigan
$325K +$33.4K +117 +11%
CST
1314
Charles Schwab Trust
Nevada
$324K – – –
CWM
1315
Curi Wealth Management
North Carolina
$324K – – –
GEA
1316
Glen Eagle Advisors
New Jersey
$324K +$20.5K +72 +6%
TGAM
1317
TBH Global Asset Management
Tennessee
$320K +$343K +1,204 New
WA
1318
Wealth Architects
California
$318K +$13.7K +48 +4%
OFS
1319
OneAscent Financial Services
Alabama
$317K +$340K +1,193 New
CAM
1320
Cypress Asset Management
Texas
$315K – – –
PPW
1321
Parcion Private Wealth
Washington
$315K +$18.2K +64 +6%
BWA
1322
BDO Wealth Advisors
Florida
$314K – – –
VC
1323
Veery Capital
Delaware
$314K +$570 +2 +0.2%
RWA
1324
Ropes Wealth Advisors
Massachusetts
$314K +$12K +42 +4%
NCM
1325
Northside Capital Management
Oregon
$313K – – –
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