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AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
EW
1326
Evoke Wealth
California
$317K +$319K +1,602 New
EA
1327
Everpar Advisors
Oklahoma
$316K +$319K +1,600 New
WWS
1328
Wellington Wealth Strategies
Indiana
$315K -$27.5K -138 -8%
APIM
1329
Agate Pass Investment Management
Washington
$314K – – –
JSL
1330
JT Stratford LLC
Georgia
$313K -$118K -591 -27%
AI
1331
Accredited Investors
Minnesota
$313K +$18.1K +91 +6%
AC
1332
Allstate Corporation
Illinois
$312K -$34.1K -171 -10%
MPM
1333
MBB Public Markets
Illinois
$312K +$314K +1,578 New
AWM
1334
Aviso Wealth Management
Washington
$312K +$314K +1,577 New
HIG
1335
Heritage Investment Group
Florida
$310K -$7.97K -40 -2%
SP
1336
Systematic Portfolios
New York
$310K +$312K +1,568 New
MCM
1337
Manchester Capital Management
Vermont
$310K +$20.5K +103 +7%
ACP
1338
Aveo Capital Partners
Colorado
$310K +$22.3K +112 +7%
RP
1339
Riverwater Partners
Wisconsin
$309K +$24.3K +122 +8%
PWLP
1340
Prio Wealth Limited Partnership
Massachusetts
$308K +$13.5K +68 +5%
RW
1341
REDW Wealth
New Mexico
$307K -$797 -4 -0.3%
ESB
1342
Essex Savings Bank
Connecticut
$307K – – –
RFA
1343
Resurgent Financial Advisors
Georgia
$307K -$3.19K -16 -1%
PWP
1344
Phillips Wealth Planners
Mississippi
$306K -$245K -1,228 -41%
SIG
1345
Sargent Investment Group
Maryland
$305K -$18.7K -94 -6%
TFCP
1346
Twin Focus Capital Partners
Massachusetts
$305K +$29.9K +150 +11%
PCS
1347
Personal CFO Solutions
New Jersey
$305K +$4.78K +24 +2%
HKAM
1348
Horizon Kinetics Asset Management
New York
$304K +$27.9K +140 +10%
CIC
1349
Crawford Investment Counsel
Georgia
$303K +$116K +580 +61%
ACL
1350
Applied Capital LLC
Florida
$303K +$305K +1,532 New
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