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AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
KOC
1401
Koss-Olinger Consulting
Florida
$233K +$229K +1,099 New
PWM
1402
PRW Wealth Management
Massachusetts
$232K – – –
AG
1403
AIA Group
Hong Kong
$232K -$1.19M -5,727 -84%
TPWA
1404
TRUE Private Wealth Advisors
Oregon
$231K +$7.08K +34 +3%
CFO
1405
Collective Family Office
Pennsylvania
$231K -$138K -665 -38%
ECM
1406
Elgethun Capital Management
South Dakota
$230K +$208 +1 +0.1%
MWP
1407
Meredith Wealth Planning
Illinois
$230K +$226K +1,086 New
SIAG
1408
Signet Investment Advisory Group
Rhode Island
$230K – – –
SAM
1409
Strategy Asset Managers
California
$229K -$10.4K -50 -4%
SIG
1410
Sargent Investment Group
Maryland
$229K – – –
MCC
1411
Money Concepts Capital
Florida
$228K +$151K +726 +206%
CAL
1412
Capital Advisors Ltd
Ohio
$228K +$132K +634 +67%
CPWA
1413
Cerro Pacific Wealth Advisors
California
$226K -$31K -149 -12%
BL
1414
Balentine LLC
Georgia
$226K -$188K -901 -46%
CWM
1415
Castle Wealth Management
Florida
$226K +$9.57K +46 +5%
AG
1416
Advocate Group
Minnesota
$225K -$103K -496 -32%
BMO
1417
Beck Mack & Oliver
New York
$225K – – –
BIG
1418
Builder Investment Group
Georgia
$225K +$221K +1,061 New
KFS
1419
Kaizen Financial Strategies
California
$225K -$140K -673 -41%
LPT
1420
Legacy Private Trust
Wisconsin
$225K – – –
PSP
1421
Principal Street Partners
Tennessee
$224K -$192K -921 -47%
NRW
1422
Nova R Wealth
Kansas
$224K – – –
LAM
1423
L2 Asset Management
Massachusetts
$224K +$220K +1,056 New
MWM
1424
Meridian Wealth Management
Kentucky
$224K -$3.96K -19 -2%
V
1425
VeraBank
Texas
$223K – – –
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