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AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
FWP
1326
FAS Wealth Partners
Kansas
$395K +$9.02K +33 +3%
EI
1327
Ellevest Inc
New York
$395K +$30.6K +112 +9%
BP
1328
BBR Partners
New York
$393K -$21K -77 -5%
AWM
1329
Accurate Wealth Management
Florida
$389K +$4.64K +17 +1%
OPCM
1330
Osborne Partners Capital Management
California
$389K +$82K +300 +29%
B
1331
Barings
North Carolina
$389K +$364K +1,331 New
ECM
1332
EagleClaw Capital Management
Massachusetts
$388K -$1.64K -6 -0.5%
MWM
1333
Marion Wealth Management
Pennsylvania
$388K +$363K +1,328 New
PIA
1334
Perennial Investment Advisors
California
$387K -$2.46K -9 -0.7%
PBO
1335
Peoples Bank (Ohio)
Ohio
$384K – – –
CCM
1336
Community Capital Management
Florida
$381K -$355K -1,300 -34%
PCA
1337
Pallas Capital Advisors
Massachusetts
$381K -$286K -1,048 -40%
BFS
1338
Bickling Financial Services
Massachusetts
$381K +$820 +3 +0.2%
ATIA
1339
American Trust Investment Advisors
New Hampshire
$379K -$15K -55 -4%
LI
1340
LVZ Inc
Michigan
$379K +$18K +66 +5%
PPW
1341
Pasadena Private Wealth
California
$379K +$354K +1,295 New
MPCG
1342
Matrix Private Capital Group
New York
$375K +$16.4K +60 +5%
ISWM
1343
Independent Solutions Wealth Management
New York
$375K -$78.1K -286 -18%
APC
1344
Aspire Private Capital
North Carolina
$374K +$5.74K +21 +2%
CCA
1345
Childress Capital Advisors
Texas
$374K +$10.1K +37 +3%
NJBEST
1346
New Jersey Better Educational Savings Trust
New Jersey
$371K – – –
RBFC
1347
Roman Butler Fullerton & Co
Missouri
$371K – – –
SC
1348
Sepio Capital
Utah
$369K +$54.9K +201 +19%
EH
1349
Equitable Holdings
New York
$368K +$6.56K +24 +2%
SHWM
1350
Silicon Hills Wealth Management
Texas
$366K -$62.8K -230 -16%
52 53
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