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AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
ADL
1401
Asset Dedication LLC
California
$157K -$3.02K -13 -2%
DAC
1402
Dividend Assets Capital
South Carolina
$155K +$160K +690 New
EI
1403
Ellevest Inc
New York
$149K +$1.16K +5 +0.8%
LC
1404
Lindbrook Capital
California
$148K -$4.42K -19 -3%
EAM
1405
Erste Asset Management
Austria
$144K +$19.3K +83 +15%
AIM
1406
Anchor Investment Management
South Carolina
$143K +$57.2K +246 +63%
AP
1407
Atwood & Palmer
Missouri
$139K – – –
PWA
1408
Phoenix Wealth Advisors
North Carolina
$136K +$140K +604 New
ACA
1409
Atlas Capital Advisors
Wyoming
$135K +$139K +600 New
PFBT
1410
Parkside Financial Bank & Trust
Missouri
$133K -$5.11K -22 -4%
NL
1411
NVWM LLC
Pennsylvania
$129K -$2.12M -9,127 -94%
ICP
1412
Interchange Capital Partners
Pennsylvania
$129K +$134K +575 New
IA
1413
Inspire Advisors
Idaho
$124K +$129K +553 New
GLLW
1414
Graves Light Lenhart Wealth
Virginia
$118K +$122K +526 New
APC
1415
Aspire Private Capital
North Carolina
$117K +$1.63K +7 +1%
TF
1416
Tompkins Financial
New York
$115K +$50.9K +219 +74%
NFSG
1417
Newbridge Financial Services Group
Florida
$111K +$7.67K +33 +7%
ECM
1418
EII Capital Management
New York
$106K +$110K +474 New
CCA
1419
Column Capital Advisors
Indiana
$104K -$7.67K -33 -7%
RIM
1420
Rockbridge Investment Management
New York
$103K – – –
BFC
1421
Bedel Financial Consulting
Indiana
$102K – – –
DWA
1422
Dougherty Wealth Advisers
Minnesota
$101K – – –
LWM
1423
Liberty Wealth Management
California
$96K +$20.9K +90 +28%
LJHT
1424
Laurie J. Hall Trustee
$95K – – –
GAM
1425
Gemmer Asset Management
California
$94K -$9.07K -39 -9%
55 56
57
58 59