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AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
JGC
1326
J. Goldman & Co
New York
$246K +$270K +1,501 New
AC
1327
AlpenGlobal Capital
California
$245K – – –
HIG
1328
Heritage Investment Group
Florida
$245K – – –
ACG
1329
Allen Capital Group
Nebraska
$245K +$7.92K +44 +3%
FC
1330
Fore Capital
New York
$245K +$270K +1,500 New
NMC
1331
Nine Masts Capital
Hong Kong
$245K +$270K +1,500 New
TC
1332
T3 Companies
New York
$245K +$270K +1,500 New
SSWM
1333
Sheets Smith Wealth Management
North Carolina
$245K -$16.2K -90 -6%
SAM
1334
Secure Asset Management
Michigan
$244K +$268K +1,491 New
FLI
1335
Family Legacy Inc
South Carolina
$243K – – –
OL
1336
Optas LLC
Texas
$243K -$45K -250 -14%
PMA
1337
Prudent Man Advisors
Illinois
$242K – – –
APIM
1338
Agate Pass Investment Management
Washington
$240K – – –
MBT
1339
Montecito Bank & Trust
California
$240K – – –
BA
1340
BCM Advisors
Louisiana
$240K +$10.4K +58 +4%
CWP
1341
Cyndeo Wealth Partners
Florida
$239K -$1.8K -10 -0.7%
RSWM
1342
Robertson Stephens Wealth Management
California
$238K -$2.16K -12 -0.8%
REMPR
1343
Roof Eidam Maycock Peralta (REMP)
California
$237K – – –
IFWM
1344
Institute for Wealth Management
Colorado
$237K -$5.04K -28 -2%
LCM
1345
Laurion Capital Management
New York
$236K +$259K +1,441 New
EA
1346
Everpar Advisors
Oklahoma
$235K -$6.84K -38 -3%
CIM
1347
Cambria Investment Management
California
$235K +$259K +1,438 New
AIC
1348
Argus Investors Counsel
New York
$235K – – –
MWM
1349
Maridea Wealth Management
New York
$234K +$3.42K +19 +1%
CG
1350
CFO4Life Group
Texas
$234K +$257K +1,429 New
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