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AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
1401
AGH Wealth Advisors
Kansas
$289K +$282K +1,307 New
PWMAG
1402
Pinnacle Wealth Management Advisory Group
New Jersey
$288K +$32.8K +152 +13%
VA
1403
VestGen Advisors
Illinois
$285K -$2.81K -13 -1%
AWA
1404
Arkadios Wealth Advisors
Georgia
$285K -$38.4K -178 -12%
CIC
1405
Chilton Investment Company
Connecticut
$284K -$49.7K -230 -15%
FIM
1406
Freedom Investment Management
Connecticut
$281K -$67.8K -314 -20%
FCB
1407
First County Bank
Connecticut
$280K -$31.3K -145 -10%
CFC
1408
Coyle Financial Counsel
Illinois
$277K -$212K -984 -44%
ECAM
1409
East Coast Asset Management
Massachusetts
$277K – – –
RBFC
1410
Roman Butler Fullerton & Co
Missouri
$276K +$4.1K +19 +2%
AO
1411
Advisor OS
Illinois
$276K -$54K -250 -17%
DFA
1412
Delta Financial Advisors
Louisiana
$275K -$38.6K -179 -13%
WAM
1413
Weatherly Asset Management
California
$275K -$26.6K -123 -9%
PMSA
1414
Patrick M. Sweeney & Associates
Illinois
$275K -$10.8K -50 -4%
PWP
1415
Precedent Wealth Partners
Texas
$275K – – –
GWM
1416
GK Wealth Management
Nevada
$272K -$3.67K -17 -1%
GC
1417
Grimes & Company
Massachusetts
$271K +$31.5K +146 +13%
OL
1418
OneFund LLC
Florida
$271K -$2.59K -12 -1%
LAM
1419
Lewis Asset Management
California
$270K +$38.9K +180 +17%
WGC
1420
Watts Gwilliam & Co
Arizona
$270K -$34.1K -158 -10%
CP
1421
Canopy Partners
Ohio
$270K -$92.6K -429 -26%
BCCM
1422
Bridge Creek Capital Management
Massachusetts
$268K -$2.16K -10 -0.8%
MPM
1423
MBB Public Markets
Illinois
$268K -$58.9K -273 -18%
MAM
1424
Mystic Asset Management
Rhode Island
$267K – – –
OIS
1425
OneAscent Investment Solutions
Alabama
$267K -$1.73K -8 -0.7%
55 56
57
58 59