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AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
IF
1351
Insight Folios
North Carolina
$280K -$19.3K -75 -5%
VWA
1352
Visionary Wealth Advisors
Illinois
$279K -$56K -218 -14%
T
1353
TCWP
Ohio
$279K +$9.25K +36 +3%
GWS
1354
Glassman Wealth Services
Virginia
$277K -$11.6K -45 -3%
FAG
1355
Fortitude Advisory Group
Washington
$274K +$10.8K +42 +3%
MPCG
1356
Matrix Private Capital Group
New York
$273K – – –
NJBEST
1357
New Jersey Better Educational Savings Trust
New Jersey
$272K – – –
CGA
1358
Crescent Grove Advisors
Illinois
$271K – – –
FANJ
1359
Financial Architects (New Jersey)
New Jersey
$270K -$20.6K -80 -6%
WA
1360
Wealth Architects
California
$270K – – –
AI
1361
Accredited Investors
Minnesota
$270K +$27K +105 +9%
SHWM
1362
Silicon Hills Wealth Management
Texas
$269K – – –
RFA
1363
Resurgent Financial Advisors
Georgia
$266K +$29K +113 +10%
CA
1364
Claro Advisors
Massachusetts
$265K – – –
OWP
1365
Obermeyer Wealth Partners
Colorado
$265K – – –
RCA
1366
Ranch Capital Advisors
Florida
$265K +$4.11K +16 +1%
VCM
1367
Vigilant Capital Management
Maine
$265K +$30.8K +120 +11%
LWM
1368
Ledge Wealth Management
Minnesota
$264K -$161K -625 -34%
CPWA
1369
Cerro Pacific Wealth Advisors
California
$261K +$312K +1,216 New
PAMG
1370
Patton Albertson Miller Group
Tennessee
$260K -$58.3K -227 -16%
RDIA
1371
RE Dickinson Investment Advisors
Iowa
$260K -$3.85K -15 -1%
CST
1372
Charles Schwab Trust
Nevada
$258K – – –
SGCA
1373
Steel Grove Capital Advisors
Tennessee
$258K – – –
AA
1374
Alta Advisers
United Kingdom
$258K +$308K +1,200 New
VC
1375
Veery Capital
Delaware
$254K – – –
53 54
55
56 57