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AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
GAM
1326
Grandview Asset Management
Pennsylvania
$339K -$19.5K -80 -6%
AWA
1327
Amplius Wealth Advisors
Pennsylvania
$339K -$4.88K -20 -1%
FWP
1328
FAS Wealth Partners
Kansas
$339K – – –
BP
1329
BBR Partners
New York
$338K – – –
NB
1330
NBT Bank
New York
$338K +$27.3K +112 +9%
PIA
1331
Perennial Investment Advisors
California
$336K +$3.66K +15 +1%
MFG
1332
MidWestOne Financial Group
Iowa
$336K +$23.4K +96 +8%
OPCM
1333
Osborne Partners Capital Management
California
$335K +$1.46K +6 +0.5%
ECM
1334
EagleClaw Capital Management
Massachusetts
$333K – – –
NAS
1335
Nicolet Advisory Services
Wisconsin
$333K +$37.8K +155 +14%
HH
1336
Hilltop Holdings
Texas
$332K -$191K -781 -37%
LA
1337
Legacy Advisors
Pennsylvania
$332K +$69.3K +284 +27%
PPW
1338
Pasadena Private Wealth
California
$330K +$4.88K +20 +2%
VCA
1339
Verdence Capital Advisors
Maryland
$326K -$25.4K -104 -7%
AIA
1340
Avalon Investment & Advisory
Texas
$324K +$83.7K +343 +36%
MPCG
1341
Matrix Private Capital Group
New York
$323K +$1.95K +8 +0.6%
PP
1342
Paloma Partners
Connecticut
$322K +$312K +1,280 New
RBFC
1343
Roman Butler Fullerton & Co
Missouri
$320K +$1.22K +5 +0.4%
IGGA
1344
Iron Gate Global Advisors
Utah
$320K +$52.2K +214 +20%
CI
1345
CX Institutional
Indiana
$319K +$29.8K +122 +11%
NJBEST
1346
New Jersey Better Educational Savings Trust
New Jersey
$318K – – –
CGA
1347
Crescent Grove Advisors
Illinois
$317K +$7.32K +30 +2%
CMS
1348
Capital Market Strategies
Florida
$316K -$321K -1,317 -51%
HPWM
1349
Highland Private Wealth Management
Washington
$315K +$17.1K +70 +6%
SHWM
1350
Silicon Hills Wealth Management
Texas
$314K – – –
52 53
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