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AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
TTWM
1326
TCV Trust & Wealth Management
Virginia
$251K +$279K +1,525 New
FGA
1327
Fortis Group Advisors
New Jersey
$250K +$19K +104 +9%
BWP
1328
BSW Wealth Partners
Colorado
$250K -$14.2K -78 -5%
JWCA
1329
J.W. Coons Advisors
Ohio
$249K -$18.3K -100 -6%
FMB
1330
Field & Main Bank
Kentucky
$249K -$121K -665 -31%
BS
1331
Bessemer Securities
New York
$249K -$452K -2,475 -62%
VA
1332
Valmark Advisers
Ohio
$249K -$548 -3 -0.2%
M
1333
Mirova
France
$248K -$66.9K -366 -20%
HWM
1334
Hemington Wealth Management
Virginia
$248K -$7.85K -43 -3%
SIG
1335
Sargent Investment Group
Maryland
$248K +$275K +1,506 New
PCS
1336
Personal CFO Solutions
New Jersey
$248K +$19.4K +106 +8%
SWA
1337
Stratos Wealth Advisors
Ohio
$246K -$352K -1,928 -56%
EW
1338
Evoke Wealth
California
$246K -$4.38K -24 -2%
CCM
1339
Copeland Capital Management
Pennsylvania
$246K -$187K -1,026 -41%
MIS
1340
Morningstar Investment Services
Illinois
$246K +$71.4K +391 +35%
HWA
1341
Heartwood Wealth Advisors
Virginia
$246K +$273K +1,495 New
CCFM
1342
Clear Creek Financial Management
Washington
$245K -$1.1K -6 -0.4%
AI
1343
Accredited Investors
Minnesota
$245K -$36.5K -200 -12%
IWN
1344
Independent Wealth Network
Iowa
$243K -$5.11K -28 -2%
VC
1345
Veracity Capital
Georgia
$240K +$15K +82 +6%
TA
1346
TrueWealth Advisors
Alabama
$240K +$266K +1,457 New
KP
1347
Keel Point
Alabama
$239K +$25.4K +139 +11%
SAM
1348
Seelaus Asset Management
New Jersey
$237K – – –
RP
1349
Riverwater Partners
Wisconsin
$237K -$23.4K -128 -8%
WPC
1350
Wedmont Private Capital
Pennsylvania
$236K +$49.9K +273 +23%
52 53
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55 56