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AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
RWA
1376
Ropes Wealth Advisors
Massachusetts
$286K -$5.37K -22 -2%
AAS
1377
Ameritas Advisory Services
Nebraska
$285K +$22.9K +94 +9%
CC
1378
Corton Capital
Ontario, Canada
$285K +$277K +1,134 New
PPP
1379
Private Portfolio Partners
New Jersey
$285K +$22.2K +91 +9%
FANJ
1380
Financial Architects (New Jersey)
New Jersey
$284K -$60.5K -248 -18%
KM
1381
Kalos Management
Georgia
$284K +$276K +1,133 New
CBN
1382
Cadence Bank NA
Texas
$283K – – –
ISWM
1383
Independent Solutions Wealth Management
New York
$283K -$38.1K -156 -12%
VCM
1384
Vigilant Capital Management
Maine
$280K – – –
TAM
1385
Tocqueville Asset Management
New York
$279K -$95.4K -391 -26%
EAMA
1386
EFG Asset Management (Americas)
Florida
$278K +$1.46K +6 +0.5%
CA
1387
Capitolis Advisors
New York
$276K -$89.7M -367,523 -100%
PWM
1388
PRW Wealth Management
Massachusetts
$276K – – –
GWS
1389
Glassman Wealth Services
Virginia
$274K -$19.8K -81 -7%
WPC
1390
Wedmont Private Capital
Pennsylvania
$274K +$45.6K +187 +21%
WANY
1391
Wealthspire Advisors (New York)
New York
$273K -$636K -2,605 -71%
SIAG
1392
Signet Investment Advisory Group
Rhode Island
$273K – – –
TF
1393
TRH Financial
Iowa
$273K +$732 +3 +0.3%
PPW
1394
Parcion Private Wealth
Washington
$271K -$9.27K -38 -3%
SIG
1395
Sargent Investment Group
Maryland
$271K – – –
IC
1396
Intersect Capital
California
$270K -$732 -3 -0.3%
FAG
1397
Fortitude Advisory Group
Washington
$270K +$3.42K +14 +1%
SAM
1398
Strategy Asset Managers
California
$270K +$262K +1,075 New
BMO
1399
Beck Mack & Oliver
New York
$267K – – –
CA
1400
Claro Advisors
Massachusetts
$267K – – –
54 55
56
57 58