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AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
CST
1401
Charles Schwab Trust
Nevada
$222K – – –
HCM
1402
Hollencrest Capital Management
California
$221K – – –
HSA
1403
HBK Sorce Advisory
Pennsylvania
$220K -$13.7K -70 -6%
RSWM
1404
Robertson Stephens Wealth Management
California
$220K -$15.4K -79 -7%
VEA
1405
Virtus ETF Advisers
New York
$219K -$55.7K -285 -20%
MC
1406
Muzinich & Co
New York
$219K -$22.5K -115 -9%
AAS
1407
Ameritas Advisory Services
Nebraska
$218K -$55.5K -284 -20%
FGA
1408
Fortis Group Advisors
New Jersey
$217K -$21.3K -109 -9%
IBOK
1409
Independence Bank of Kentucky
Kentucky
$217K +$93.6K +479 +75%
MIS
1410
Morningstar Investment Services
Illinois
$217K +$220K +1,125 New
SHWM
1411
Silicon Hills Wealth Management
Texas
$216K – – –
PPW
1412
Pasadena Private Wealth
California
$216K – – –
TSW
1413
Thompson Siegel & Walmsley
Virginia
$216K -$978 -5 -0.4%
V
1414
ViaWealth
Kansas
$216K +$218K +1,114 New
GWS
1415
Glassman Wealth Services
Virginia
$216K +$9.19K +47 +4%
BMCM
1416
Bryn Mawr Capital Management
Pennsylvania
$215K +$216K +1,106 New
PMAM
1417
Picton Mahoney Asset Management
Ontario, Canada
$214K +$216K +1,105 New
IWA
1418
IVC Wealth Advisors
Pennsylvania
$213K +$9.78K +50 +5%
CA
1419
Claro Advisors
Massachusetts
$212K -$14.3K -73 -6%
RBFC
1420
Roman Butler Fullerton & Co
Missouri
$212K -$34.8K -178 -14%
FFA
1421
Farther Finance Advisors
California
$211K +$100K +513 +89%
KOC
1422
Koss-Olinger Consulting
Florida
$211K +$196 +1 +0.1%
ECM
1423
Elgethun Capital Management
South Dakota
$211K +$196 +1 +0.1%
SIAG
1424
Signet Investment Advisory Group
Rhode Island
$210K – – –
LCGC
1425
Legacy Capital Group California
California
$210K +$6.84K +35 +3%
55 56
57
58 59