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AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
CSPIA
1426
Cary Street Partners Investment Advisory
Virginia
$238K -$3.52M -16,977 -93%
RDIA
1427
RE Dickinson Investment Advisors
Iowa
$237K – – –
PMSA
1428
Patrick M. Sweeney & Associates
Illinois
$237K -$7.25K -35 -3%
MCWA
1429
Meadow Creek Wealth Advisors
Georgia
$236K -$39.6K -191 -13%
TFCP
1430
Twin Focus Capital Partners
Massachusetts
$236K -$22.8K -110 -8%
PCP
1431
Proficio Capital Partners
Massachusetts
$235K +$266K +1,284 New
PWP
1432
Precedent Wealth Partners
Texas
$235K +$12K +58 +5%
TPW
1433
Transatlantique Private Wealth
New York
$235K -$356K -1,719 -57%
FI
1434
Finivi Inc
Massachusetts
$232K +$7.25K +35 +3%
DE
1435
Diversified Enterprises
Delaware
$232K +$262K +1,263 New
KFS
1436
Keynote Financial Services
Connecticut
$231K -$4.14K -20 -2%
RSWM
1437
Robertson Stephens Wealth Management
California
$229K -$579K -2,792 -69%
4WM
1438
4J Wealth Management
Virginia
$229K -$110K -530 -30%
TF
1439
Trek Financial
Arizona
$229K -$5.39K -26 -2%
LC
1440
Lavaca Capital
Texas
$229K +$37.9K +183 +17%
PWMAG
1441
Pinnacle Wealth Management Advisory Group
New Jersey
$228K -$54.3K -262 -17%
PIM
1442
Penobscot Investment Management
Massachusetts
$228K -$181K -875 -41%
OL
1443
OneFund LLC
Florida
$227K +$2.28K +11 +0.9%
OWM
1444
OneAscent Wealth Management
Alabama
$227K +$19.1K +92 +8%
A
1445
Argentarii
Ohio
$227K +$256K +1,237 New
CG
1446
CFO4Life Group
Texas
$227K +$6.01K +29 +2%
DOA
1447
D'Orazio & Associates
Virginia
$225K -$81.2K -392 -24%
RBFC
1448
Roman Butler Fullerton & Co
Missouri
$225K +$1.86K +9 +0.8%
BCCM
1449
Bridge Creek Capital Management
Massachusetts
$224K – – –
MFG
1450
Mosaic Financial Group
Illinois
$224K – – –
56 57
58
59 60