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AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
1376
Prosperity Wealth Management
California
$263K +$253K +1,353 New
PPW
1377
Parcion Private Wealth
Washington
$263K +$253K +1,352 New
CCG
1378
Catalina Capital Group
California
$262K -$8.97K -48 -3%
SQA
1379
Simon Quick Advisors
New Jersey
$261K +$31.6K +169 +14%
LI
1380
LMCG Investments
Massachusetts
$260K – – –
MCCP
1381
Mission Creek Capital Partners
California
$260K -$593K -3,172 -70%
CWP
1382
Concord Wealth Partners
Virginia
$259K -$204K -1,094 -45%
NWM
1383
Napa Wealth Management
California
$258K -$8.04K -43 -3%
LFG
1384
Lockerman Financial Group
California
$258K +$248K +1,325 New
VC
1385
Vicus Capital
Pennsylvania
$257K +$247K +1,320 New
PRWA
1386
Platte River Wealth Advisors
Colorado
$256K – – –
MIFH
1387
Migdal Insurance & Financial Holdings
Israel
$256K – – –
PPW
1388
Pasadena Private Wealth
California
$256K -$5.42K -29 -2%
AA
1389
ALPS Advisors
Colorado
$255K +$9.35K +50 +4%
BWM
1390
Baron Wealth Management
Michigan
$255K +$18.1K +97 +8%
DIM
1391
Delta Investment Management
California
$253K +$16.6K +89 +7%
ACA
1392
Atlas Capital Advisors
Wyoming
$253K +$131K +700 +117%
TTWM
1393
TCV Trust & Wealth Management
Virginia
$252K – – –
RDIA
1394
RE Dickinson Investment Advisors
Iowa
$252K -$13.6K -73 -5%
CNAM
1395
Campbell Newman Asset Management
Wisconsin
$252K -$19.8M -106,199 -99%
CWM
1396
Calamos Wealth Management
Illinois
$252K -$34.8K -186 -13%
SOS
1397
Silver Oak Securities
Tennessee
$251K -$4.11K -22 -2%
GBT
1398
Grove Bank & Trust
Florida
$250K -$17.8K -95 -7%
KFS
1399
Keynote Financial Services
Connecticut
$250K +$16.8K +90 +8%
CS
1400
Crescent Sterling
Louisiana
$249K +$187 +1 +0.1%
54 55
56
57 58