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AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
HWA
1301
Heartwood Wealth Advisors
Virginia
$383K – – –
LCWP
1302
Legacy Capital Wealth Partners
Arkansas
$382K +$29.8K +138 +9%
YP
1303
YANKCOM Partnership
South Dakota
$382K +$10.6K +49 +3%
SP
1304
Saranac Partners
$380K – – –
CIC
1305
Cornercap Investment Counsel
Georgia
$378K +$369K +1,710 New
MK
1306
MASTERINVEST Kapitalanlage
$378K +$369K +1,710 New
JWM
1307
Jeppson Wealth Management
California
$377K – – –
DOA
1308
D'Orazio & Associates
Virginia
$376K +$32.2K +149 +10%
IFWM
1309
Institute for Wealth Management
Colorado
$376K -$9.5K -44 -3%
FCM
1310
Fieldview Capital Management
Michigan
$376K +$367K +1,700 New
APW
1311
Aventura Private Wealth
Florida
$374K -$2.81K -13 -0.8%
FCBT
1312
First Citizens Bank & Trust
North Carolina
$373K -$54.4K -252 -13%
BBA
1313
Baader Bank Aktiengesellschaft
Germany
$369K +$81K +375 +29%
HR
1314
Howe & Rusling
New York
$368K -$22.2K -103 -6%
HW
1315
Hancock Whitney
Mississippi
$367K -$18.4K -85 -5%
SPL
1316
Smart Portfolios LLC
Washington
$365K -$3.24K -15 -0.9%
BB
1317
Berkshire Bank
Massachusetts
$363K +$4.32K +20 +1%
FBB
1318
Fulton Breakefield Broenniman
Maryland
$360K +$864 +4 +0.2%
PA
1319
Prossimo Advisors
California
$359K -$371K -1,717 -51%
SSWM
1320
Sheets Smith Wealth Management
North Carolina
$357K +$14.9K +69 +4%
EFA
1321
Evernest Financial Advisors
Indiana
$356K +$8.64K +40 +3%
CAM
1322
Creekmur Asset Management
Illinois
$355K +$99.7K +462 +40%
QCIG
1323
Quad-Cities Investment Group
Iowa
$354K +$864 +4 +0.3%
HKAM
1324
Horizon Kinetics Asset Management
New York
$354K – – –
PCM
1325
Palisade Capital Management
New Jersey
$354K – – –
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