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AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
FCAG
1401
First Capital Advisors Group
New Jersey
$223K -$2.74K -14 -1%
CST
1402
Charles Schwab Trust
Nevada
$222K – – –
HCM
1403
Hollencrest Capital Management
California
$221K – – –
HSA
1404
HBK Sorce Advisory
Pennsylvania
$220K -$13.7K -70 -6%
RSWM
1405
Robertson Stephens Wealth Management
California
$220K -$15.4K -79 -7%
VEA
1406
Virtus ETF Advisers
New York
$219K -$55.7K -285 -20%
MC
1407
Muzinich & Co
New York
$219K -$22.5K -115 -9%
AAS
1408
Ameritas Advisory Services
Nebraska
$218K -$55.5K -284 -20%
FGA
1409
Fortis Group Advisors
New Jersey
$217K -$21.3K -109 -9%
IBOK
1410
Independence Bank of Kentucky
Kentucky
$217K +$93.6K +479 +75%
MIS
1411
Morningstar Investment Services
Illinois
$217K +$220K +1,125 New
SHWM
1412
Silicon Hills Wealth Management
Texas
$216K – – –
PPW
1413
Pasadena Private Wealth
California
$216K – – –
TSW
1414
Thompson Siegel & Walmsley
Virginia
$216K -$978 -5 -0.4%
V
1415
ViaWealth
Kansas
$216K +$218K +1,114 New
GWS
1416
Glassman Wealth Services
Virginia
$216K +$9.19K +47 +4%
BMCM
1417
Bryn Mawr Capital Management
Pennsylvania
$215K +$216K +1,106 New
PMAM
1418
Picton Mahoney Asset Management
Ontario, Canada
$214K +$216K +1,105 New
IWA
1419
IVC Wealth Advisors
Pennsylvania
$213K +$9.78K +50 +5%
CA
1420
Claro Advisors
Massachusetts
$212K -$14.3K -73 -6%
RBFC
1421
Roman Butler Fullerton & Co
Missouri
$212K -$34.8K -178 -14%
FFA
1422
Farther Finance Advisors
California
$211K +$100K +513 +89%
KOC
1423
Koss-Olinger Consulting
Florida
$211K +$196 +1 +0.1%
ECM
1424
Elgethun Capital Management
South Dakota
$211K +$196 +1 +0.1%
SIAG
1425
Signet Investment Advisory Group
Rhode Island
$210K – – –
55 56
57
58 59