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AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
FCA
1376
FinTrust Capital Advisors
South Carolina
$249K – – –
AFP
1377
Alpha Financial Partners
Kentucky
$247K +$243K +1,167 New
WA
1378
Wealth Architects
California
$247K -$19.8K -95 -8%
BCM
1379
Brainard Capital Management
Texas
$246K +$242K +1,161 New
ZIMP
1380
Zimmermann Investment Management & Planning
Pennsylvania
$245K +$1.25K +6 +0.5%
LG
1381
LaFleur & Godfrey
Michigan
$243K – – –
AWE
1382
Avidian Wealth Enterprises
Texas
$243K -$115K -554 -33%
RF
1383
Resolute Financial
Massachusetts
$242K -$6.04K -29 -2%
HCM
1384
Hollencrest Capital Management
California
$241K +$11.9K +57 +5%
PPP
1385
Private Portfolio Partners
New Jersey
$241K -$2.29K -11 -1%
CFP
1386
Catalyst Financial Partners
Massachusetts
$240K +$236K +1,133 New
TSW
1387
Thompson Siegel & Walmsley
Virginia
$240K +$30K +144 +15%
SIC
1388
Samalin Investment Counsel
New York
$239K +$235K +1,127 New
1WA
1389
180 Wealth Advisors
Washington
$239K +$225K +1,080 New
IWA
1390
IVC Wealth Advisors
Pennsylvania
$238K +$5.2K +25 +2%
KP
1391
Keel Point
Alabama
$238K +$234K +1,122 New
TA
1392
Tiedemann Advisors
New York
$237K -$2.29K -11 -1%
FWM
1393
FFT Wealth Management
Pennsylvania
$237K -$8.74K -42 -4%
SHWM
1394
Silicon Hills Wealth Management
Texas
$236K -$28.1K -135 -11%
PPW
1395
Pasadena Private Wealth
California
$236K -$58.5K -281 -20%
GWM
1396
Geneos Wealth Management
Colorado
$234K +$25K +120 +12%
SFG
1397
StrategIQ Financial Group
Indiana
$234K -$108K -521 -32%
SIA
1398
Strategic Investment Advisors
Michigan
$234K +$230K +1,104 New
PWMAG
1399
Pinnacle Wealth Management Advisory Group
New Jersey
$233K +$26.9K +129 +13%
VCM
1400
Vigilant Capital Management
Maine
$233K -$27.9K -134 -11%
54 55
56
57 58