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AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
APIM
1326
Agate Pass Investment Management
Washington
$343K – – –
BCM
1327
BluePath Capital Management
Georgia
$342K +$105K +553 +51%
GBT
1328
Grove Bank & Trust
Florida
$340K -$25.3K -134 -8%
RFA
1329
Resurgent Financial Advisors
Georgia
$339K +$84.1K +445 +40%
FCH
1330
Freestone Capital Holdings
Washington
$339K +$38.4K +203 +15%
AWM
1331
Avior Wealth Management
Nebraska
$338K -$2.27K -12 -0.8%
RW
1332
REDW Wealth
New Mexico
$337K +$189 +1 +0.1%
VWM
1333
Venturi Wealth Management
Texas
$335K -$78.2K -414 -21%
IG
1334
Ithaka Group
Virginia
$335K – – –
SSWM
1335
Sheets Smith Wealth Management
North Carolina
$333K – – –
FH
1336
FWG Holdings
Florida
$332K +$291K +1,538 New
HWM
1337
Hemington Wealth Management
Virginia
$332K +$5.86K +31 +2%
CCA
1338
Childress Capital Advisors
Texas
$331K +$290K +1,534 New
WP
1339
WealthSource Partners
California
$330K -$19.7K -104 -6%
PCS
1340
Personal CFO Solutions
New Jersey
$328K +$2.65K +14 +0.9%
HWA
1341
Heartwood Wealth Advisors
Virginia
$325K +$2.08K +11 +0.7%
CCFM
1342
Clear Creek Financial Management
Washington
$323K +$2.65K +14 +0.9%
SWA
1343
Stratos Wealth Advisors
Ohio
$322K -$1.13K -6 -0.4%
LAM
1344
L2 Asset Management
Massachusetts
$322K +$269K +1,422 +2,031%
PWPS
1345
Pinnacle Wealth Planning Services
Ohio
$322K +$282K +1,492 New
PWLP
1346
Prio Wealth Limited Partnership
Massachusetts
$322K -$7.94K -42 -3%
AI
1347
Accredited Investors
Minnesota
$322K – – –
GKWIM
1348
Gerber Kawasaki Wealth & Investment Management
California
$321K -$10.8K -57 -4%
IWN
1349
Independent Wealth Network
Iowa
$320K +$756 +4 +0.3%
KA
1350
Kovack Advisors
Florida
$319K +$280K +1,479 New
52 53
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55 56