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AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
1376
Cozad Asset Management
Illinois
$310K – – –
ACG
1377
Allen Capital Group
Nebraska
$310K +$19.4K +99 +7%
GSWA
1378
Good Steward Wealth Advisors
Tennessee
$309K +$278K +1,419 New
SIG
1379
Sargent Investment Group
Maryland
$308K -$37.1K -189 -12%
FBT
1380
First Bankers Trust
Kentucky
$308K – – –
VAM
1381
Verity Asset Management
North Carolina
$308K +$11K +56 +4%
CSPIA
1382
Cary Street Partners Investment Advisory
Virginia
$307K +$23K +117 +9%
IAP
1383
Indie Asset Partners
Indiana
$307K – – –
FCB
1384
First County Bank
Connecticut
$307K -$1.96K -10 -0.7%
MAWA
1385
Moss Adams Wealth Advisors
Washington
$306K +$41K +209 +17%
AA
1386
Acorns Advisers
California
$305K +$56.7K +289 +26%
VAG
1387
VisionPoint Advisory Group
Texas
$305K +$42.6K +217 +18%
EWM
1388
Evermay Wealth Management
Virginia
$304K +$1.96K +10 +0.7%
RP
1389
Riverwater Partners
Wisconsin
$304K -$32.6K -166 -11%
CAM
1390
Costello Asset Management
Pennsylvania
$302K +$273K +1,390 New
LFA
1391
Legacy Financial Advisors
Kentucky
$301K +$38.3K +195 +16%
GPWM
1392
Grant Private Wealth Management
California
$299K -$2.16K -11 -0.8%
M
1393
Mirova
France
$297K – – –
WAM
1394
Weatherly Asset Management
California
$296K -$8.04K -41 -3%
OWM
1395
OneAscent Wealth Management
Alabama
$295K +$23.1K +118 +10%
CAAS
1396
Capital Asset Advisory Services
Michigan
$294K +$264K +1,348 New
RZH
1397
Relyea Zuckerberg Hanson
Connecticut
$293K +$264K +1,348 New
MAP
1398
Moody Aldrich Partners
Massachusetts
$292K +$3.73K +19 +1%
CG
1399
CFO4Life Group
Texas
$292K +$21K +107 +9%
FI
1400
Finivi Inc
Massachusetts
$292K +$14.3K +73 +6%
54 55
56
57 58