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AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
SIC
1426
Samalin Investment Counsel
New York
$311K -$10.9K -49 -4%
ACG
1427
Allen Capital Group
Nebraska
$310K -$126K -569 -30%
VAF
1428
Values Added Financial
District of Columbia
$309K +$295K +1,329 New
PMSA
1429
Patrick M. Sweeney & Associates
Illinois
$309K +$22.6K +102 +8%
KWM
1430
KFG Wealth Management
Indiana
$309K +$294K +1,327 New
AMG
1431
Advisors Management Group
Wisconsin
$308K -$6.87K -31 -2%
PRWA
1432
Platte River Wealth Advisors
Colorado
$307K – – –
MIFH
1433
Migdal Insurance & Financial Holdings
Israel
$306K – – –
ESB
1434
Essex Savings Bank
Connecticut
$305K +$46.3K +209 +19%
FPAS
1435
Focus Partners Advisor Solutions
Missouri
$304K +$289K +1,305 New
BAAM
1436
Baker Avenue Asset Management
California
$302K +$21.5K +97 +8%
TTWM
1437
TCV Trust & Wealth Management
Virginia
$301K – – –
CNAM
1438
Campbell Newman Asset Management
Wisconsin
$301K – – –
CS
1439
Crescent Sterling
Louisiana
$301K +$3.33K +15 +1%
RDIA
1440
RE Dickinson Investment Advisors
Iowa
$301K – – –
SFG
1441
Sunburst Financial Group
Alabama
$300K +$51.4K +232 +22%
LIG
1442
Lokken Investment Group
Delaware
$297K +$1.11K +5 +0.4%
KFS
1443
Keynote Financial Services
Connecticut
$297K -$2.22K -10 -0.8%
BFO
1444
Biltmore Family Office
North Carolina
$297K +$25.1K +113 +10%
TF
1445
Trek Financial
Arizona
$296K -$18K -81 -6%
CT
1446
Colonial Trust
South Carolina
$296K +$49.7K +224 +21%
TWP
1447
Tyche Wealth Partners
Texas
$295K +$5.32K +24 +2%
CH
1448
Cromwell Holdings
Wyoming
$295K – – –
BBA
1449
Baader Bank Aktiengesellschaft
Germany
$289K -$7.09K -32 -2%
VAM
1450
Verity Asset Management
North Carolina
$289K +$277K +1,251 New
56 57
58
59 60