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AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
1301
Manchester Capital Management
Vermont
$264K +$4.57K +25 +2%
CWM
1302
Calamos Wealth Management
Illinois
$263K -$24.3K -133 -8%
APIM
1303
Agate Pass Investment Management
Washington
$262K -$64.3K -352 -18%
FFA
1304
First Foundation Advisors
California
$261K +$19.4K +106 +7%
WCF
1305
West Coast Financial
California
$261K -$6.58K -36 -2%
MLA
1306
My Legacy Advisors
Oregon
$261K +$86.6K +474 +41%
AT
1307
Arden Trust
Delaware
$260K -$148K -812 -34%
AWM
1308
Avior Wealth Management
Nebraska
$260K -$4.02K -22 -1%
PPC
1309
Park Place Capital
Alabama
$259K – – –
HIG
1310
Heritage Investment Group
Florida
$258K – – –
DG
1311
DMC Group
Alabama
$257K -$4.57K -25 -2%
RW
1312
REDW Wealth
New Mexico
$256K -$1.83K -10 -0.6%
CAM
1313
Cozad Asset Management
Illinois
$256K -$138K -756 -33%
IG
1314
Ithaka Group
Virginia
$255K – – –
NPA
1315
Nichols & Pratt Advisers
Massachusetts
$255K +$13.7K +75 +5%
NL
1316
NWAM LLC
Washington
$255K -$26.7K -146 -9%
GKWIM
1317
Gerber Kawasaki Wealth & Investment Management
California
$254K -$12.8K -70 -4%
SSWM
1318
Sheets Smith Wealth Management
North Carolina
$254K – – –
WAAG
1319
Wealth Alliance Advisory Group
Kansas
$253K -$363K -1,988 -56%
SGI
1320
Summit Global Investments
Utah
$253K +$68.3K +374 +32%
PWLP
1321
Prio Wealth Limited Partnership
Massachusetts
$252K +$1.28K +7 +0.5%
WA
1322
Waverly Advisors
Alabama
$252K -$51K -279 -15%
SS
1323
Sunbelt Securities
Texas
$251K +$124K +677 +79%
CFSG
1324
Community Financial Services Group
Vermont
$251K +$279K +1,527 New
TTWM
1325
TCV Trust & Wealth Management
Virginia
$251K +$279K +1,525 New
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