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AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
IF
1376
Intrua Financial
Texas
$223K +$540 +3 +0.2%
EWM
1377
Evermay Wealth Management
Virginia
$221K – – –
BP
1378
BBR Partners
New York
$221K -$31.7K -176 -12%
CAM
1379
Costello Asset Management
Pennsylvania
$220K – – –
GKWIM
1380
Gerber Kawasaki Wealth & Investment Management
California
$219K -$7.92K -44 -3%
FFN
1381
Focus Financial Network
Minnesota
$219K -$19.6K -109 -8%
AWMM
1382
Aegis Wealth Management (Maryland)
Maryland
$218K +$240K +1,335 New
WAC
1383
William Allan Corp
Colorado
$217K +$18K +100 +8%
SL
1384
Sentinus LLC
Illinois
$217K +$239K +1,326 New
QFW
1385
QTR Family Wealth
Florida
$216K +$238K +1,320 New
DAS
1386
Daybright Advisory Services
Florida
$216K +$224K +1,243 New
CP
1387
Canopy Partners
Ohio
$215K +$17.6K +98 +8%
TBT
1388
Texas Bank & Trust
Texas
$215K +$5.94K +33 +3%
SWM
1389
SHP Wealth Management
Massachusetts
$214K +$14.8K +82 +7%
MWM
1390
Meridian Wealth Management
Kentucky
$214K +$236K +1,309 New
BFO
1391
Biltmore Family Office
North Carolina
$212K -$5.4K -30 -2%
OIS
1392
OneAscent Investment Solutions
Alabama
$212K -$65.9K -366 -22%
SPF
1393
South Plains Financial
Texas
$212K +$2.7K +15 +1%
RBFC
1394
Roman Butler Fullerton & Co
Missouri
$212K +$4.68K +26 +2%
AHL
1395
Abel Hall LLC
Louisiana
$211K -$103K -572 -31%
HB
1396
Horizon Bancorp
Indiana
$211K -$8.82K -49 -4%
DIM
1397
DLK Investment Management
California
$210K +$195K +1,081 New
PMSA
1398
Patrick M. Sweeney & Associates
Illinois
$210K – – –
EP
1399
Essential Partners
California
$210K +$209K +1,160 +959%
BB
1400
Busey Bank
Illinois
$209K +$900 +5 +0.4%
54 55
56
57 58