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AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
WCA
1326
Westover Capital Advisors
Delaware
$305K -$1.27M -6,062 -80%
SAM
1327
Seelaus Asset Management
New Jersey
$304K – – –
RPWA
1328
Regent Peak Wealth Advisors
Georgia
$304K -$38.2K -182 -11%
GPA
1329
Guerra Pan Advisors
New Jersey
$303K – – –
FWP
1330
FAS Wealth Partners
Kansas
$303K -$9.02K -43 -3%
BL
1331
Balentine LLC
Georgia
$303K +$86.9K +414 +39%
HKAM
1332
Horizon Kinetics Asset Management
New York
$300K +$6.71K +32 +2%
WEG
1333
World Equity Group
Illinois
$299K +$1.28M +6,090 New
WPC
1334
Wedmont Private Capital
Pennsylvania
$297K +$8.18K +39 +3%
AF
1335
Alerus Financial
North Dakota
$296K -$100K -478 -25%
PCS
1336
Personal CFO Solutions
New Jersey
$292K +$3.15K +15 +1%
ESB
1337
Essex Savings Bank
Connecticut
$292K -$3.36K -16 -1%
FC
1338
Financial Consulate
Maryland
$291K +$5.67K +27 +2%
VEA
1339
Virtus ETF Advisers
New York
$289K +$297K +1,415 New
DIM
1340
Delta Investment Management
California
$287K -$839 -4 -0.3%
RDIA
1341
RE Dickinson Investment Advisors
Iowa
$286K +$2.1K +10 +0.7%
AAS
1342
Ameritas Advisory Services
Nebraska
$286K -$31.9K -152 -10%
CCWM
1343
Cassaday & Co Wealth Management
Virginia
$285K +$11.1K +53 +4%
AI
1344
Accredited Investors
Minnesota
$284K +$42K +200 +17%
GL
1345
Graypoint LLC
New York
$282K +$90.2K +430 +45%
AFT
1346
Alpha Family Trust
California
$281K – – –
BAAM
1347
Baker Avenue Asset Management
California
$281K -$6.5K -31 -2%
WMA
1348
Wealth Management Associates
New Jersey
$279K +$210 +1 +0.1%
PSP
1349
Principal Street Partners
Tennessee
$277K +$62.9K +300 +28%
IWN
1350
Independent Wealth Network
Iowa
$277K +$86.2K +411 +43%
52 53
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