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AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
MPCG
1401
Matrix Private Capital Group
New York
$236K -$3.36K -16 -1%
LPT
1402
Legacy Private Trust
Wisconsin
$235K +$18.9K +90 +8%
OWP
1403
Obermeyer Wealth Partners
Colorado
$235K -$17.8K -85 -7%
KP
1404
Keel Point
Alabama
$234K +$4.41K +21 +2%
HCM
1405
Hollencrest Capital Management
California
$233K – – –
TSW
1406
Thompson Siegel & Walmsley
Virginia
$229K -$2.31K -11 -1%
FWM
1407
FFT Wealth Management
Pennsylvania
$229K – – –
AFP
1408
Alpha Financial Partners
Kentucky
$229K -$10.3K -49 -4%
NRW
1409
Nova R Wealth
Kansas
$228K +$13K +62 +6%
SAM
1410
Strategy Asset Managers
California
$228K +$7.97K +38 +4%
SHWM
1411
Silicon Hills Wealth Management
Texas
$228K – – –
PPW
1412
Pasadena Private Wealth
California
$228K – – –
LAM
1413
L2 Asset Management
Massachusetts
$225K +$9.86K +47 +4%
TPWA
1414
TRUE Private Wealth Advisors
Oregon
$225K +$2.52K +12 +1%
MWM
1415
Meridian Wealth Management
Kentucky
$224K +$8.6K +41 +4%
PWM
1416
PRW Wealth Management
Massachusetts
$224K – – –
AG
1417
AIA Group
Hong Kong
$224K – – –
SIG
1418
Sargent Investment Group
Maryland
$223K +$6.5K +31 +3%
KOC
1419
Koss-Olinger Consulting
Florida
$222K -$2.31K -11 -1%
MWP
1420
Meredith Wealth Planning
Illinois
$222K – – –
1WA
1421
180 Wealth Advisors
Washington
$222K +$1.26K +6 +0.6%
SIAG
1422
Signet Investment Advisory Group
Rhode Island
$222K – – –
SFG
1423
StrategIQ Financial Group
Indiana
$220K -$5.25K -25 -2%
FLI
1424
Family Legacy Inc
South Carolina
$220K +$226K +1,078 New
ECM
1425
Elgethun Capital Management
South Dakota
$220K +$210 +1 +0.1%
55 56
57
58 59