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AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
MG
1326
Mather Group
Illinois
$257K -$145K -799 -35%
MWM
1327
Maridea Wealth Management
New York
$257K -$120K -657 -31%
BFIM
1328
Beese Fulmer Investment Management
Ohio
$257K +$264K +1,450 New
CGPCS
1329
Capital Group Private Client Services
California
$257K +$266K +1,463 New
REMPR
1330
Roof Eidam Maycock Peralta (REMP)
California
$255K – – –
SPL
1331
Smart Portfolios LLC
Washington
$254K -$8.19K -45 -3%
FWP
1332
FAS Wealth Partners
Kansas
$253K +$262K +1,440 New
AIC
1333
Argus Investors Counsel
New York
$252K +$54.6K +300 +26%
IFG
1334
Independent Financial Group
California
$252K -$81.5K -448 -24%
RSWM
1335
Robertson Stephens Wealth Management
California
$251K +$67.9K +373 +36%
LAM
1336
Lewis Asset Management
California
$250K +$30.2K +166 +13%
APW
1337
Aventura Private Wealth
Florida
$249K -$61.1K -336 -19%
RFW
1338
Redwood Family Wealth
Texas
$249K +$258K +1,420 New
MCM
1339
Moore Capital Management
New York
$249K -$884K -4,856 -77%
PMA
1340
Prudent Man Advisors
Illinois
$249K +$1.64K +9 +0.6%
FBT
1341
First Bankers Trust
Kentucky
$248K -$6.37K -35 -2%
FLI
1342
Family Legacy Inc
South Carolina
$248K -$26K -143 -9%
EP
1343
Essential Partners
California
$248K +$242K +1,330 +1,663%
IAP
1344
Indie Asset Partners
Indiana
$247K +$8.01K +44 +3%
YLHM
1345
Yelin Lapidot Holdings Management
Israel
$247K -$101K -555 -28%
SWM
1346
Sendero Wealth Management
Texas
$247K -$65.9K -362 -20%
BC
1347
Bayforest Capital
United Kingdom
$247K -$115K -630 -31%
BBI
1348
Baxter Bros Inc
Connecticut
$246K -$63.7K -350 -20%
HKAM
1349
Horizon Kinetics Asset Management
New York
$246K – – –
HW
1350
Hancock Whitney
Mississippi
$245K -$8.19K -45 -3%
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