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AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
1301
Endurance Wealth Management
Rhode Island
$326K – – –
TCOT
1302
Trust Company of Toledo
Ohio
$324K -$771 -3 -0.2%
LA
1303
Legacy Advisors
Pennsylvania
$324K +$9.51K +37 +3%
FWP
1304
FAS Wealth Partners
Kansas
$324K +$81.4K +317 +27%
SF
1305
SBK Financial
Virginia
$322K – – –
AA
1306
Ancora Advisors
Ohio
$321K -$6.94K -27 -2%
PWC
1307
PYA Waltman Capital
Tennessee
$321K +$273K +1,063 +246%
BA
1308
BCM Advisors
Louisiana
$319K -$257 -1 -0.1%
SFG
1309
SNS Financial Group
Minnesota
$318K – – –
EWM
1310
Evermay Wealth Management
Virginia
$316K – – –
PCS
1311
Personal CFO Solutions
New Jersey
$316K +$771 +3 +0.2%
FCH
1312
Freestone Capital Holdings
Washington
$315K -$146K -567 -28%
HAC
1313
Harbor Advisory Corp
New Hampshire
$313K – – –
SAM
1314
Seelaus Asset Management
New Jersey
$313K – – –
CCA
1315
Childress Capital Advisors
Texas
$313K +$5.91K +23 +1%
EDRH
1316
Edmond de Rothschild Holding
Switzerland
$312K -$12.8K -50 -3%
CAG
1317
Csenge Advisory Group
Florida
$311K +$11.6K +45 +3%
HKAM
1318
Horizon Kinetics Asset Management
New York
$309K +$3.34K +13 +0.9%
HPWM
1319
Highland Private Wealth Management
Washington
$306K +$24.7K +96 +7%
MC
1320
Machina Capital
France
$306K +$366K +1,426 New
PP
1321
PDS Planning
Ohio
$305K +$28.8K +112 +9%
GL
1322
Graypoint LLC
New York
$304K +$53.7K +209 +17%
CSPIA
1323
Cary Street Partners Investment Advisory
Virginia
$304K +$86.8K +338 +31%
NSLI
1324
Nan Shan Life Insurance
Taiwan
$304K +$364K +1,417 New
RCAG
1325
Rehmann Capital Advisory Group
Michigan
$302K +$110K +428 +44%
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