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AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
1301
Palisade Capital Management
New Jersey
$367K – – –
SVWAG
1302
Sound View Wealth Advisors Group
Georgia
$366K -$7.75K -41 -2%
GPI
1303
General Partner Inc
Pennsylvania
$366K – – –
WANY
1304
Wealthspire Advisors (New York)
New York
$366K +$60.5K +320 +23%
LCM
1305
Leisure Capital Management
California
$365K – – –
PTC
1306
Philadelphia Trust Company
Pennsylvania
$364K – – –
PP
1307
PDS Planning
Ohio
$363K -$26.1K -138 -8%
TCOT
1308
Trust Company of Toledo
Ohio
$363K +$318K +1,683 New
REMPR
1309
Roof Eidam Maycock Peralta (REMP)
California
$362K – – –
ICA
1310
Infrastructure Capital Advisors
New York
$361K +$316K +1,673 New
LCWP
1311
Legacy Capital Wealth Partners
Arkansas
$361K -$33.1K -175 -9%
NL
1312
NWAM LLC
Washington
$359K +$22.1K +117 +8%
QCIG
1313
Quad-Cities Investment Group
Iowa
$358K -$144K -764 -32%
LP
1314
LGL Partners
Pennsylvania
$356K – – –
JWM
1315
Jeppson Wealth Management
California
$356K +$312K +1,650 New
HW
1316
Hancock Whitney
Mississippi
$356K +$2.83K +15 +0.9%
SIG
1317
Sargent Investment Group
Maryland
$354K +$25.1K +133 +9%
KLI
1318
Kelman-Lazarov Inc
Tennessee
$353K -$2.27K -12 -0.7%
AUB
1319
Atlantic Union Bankshares
Virginia
$348K – – –
HIG
1320
Heritage Investment Group
Florida
$348K +$7.75K +41 +3%
NB
1321
NBT Bank
New York
$348K +$48.2K +255 +19%
RFS
1322
Richardson Financial Services
Massachusetts
$346K +$303K +1,605 New
IP
1323
Investment Partners
Ohio
$346K -$14.7K -78 -5%
SC
1324
Solstein Capital
California
$345K -$84.3K -446 -22%
ACP
1325
Aveo Capital Partners
Colorado
$344K +$301K +1,592 New
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