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AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
ESB
1426
Essex Savings Bank
Connecticut
$275K -$14.1K -72 -5%
PWM
1427
Pines Wealth Management
North Carolina
$274K +$16.9K +86 +7%
KFS
1428
Keynote Financial Services
Connecticut
$274K – – –
ECAM
1429
East Coast Asset Management
Massachusetts
$273K +$11.4K +58 +5%
GWM
1430
GK Wealth Management
Nevada
$271K -$11.2K -57 -4%
PWP
1431
Precedent Wealth Partners
Texas
$270K -$7.46K -38 -3%
OL
1432
OneFund LLC
Florida
$270K +$196 +1 +0.1%
BFW
1433
Brady Family Wealth
Missouri
$270K -$53.9K -275 -18%
VC
1434
Veracity Capital
Georgia
$269K +$11K +56 +5%
CST
1435
Charles Schwab Trust
Nevada
$269K +$15.3K +78 +7%
WWC
1436
Waypoint Wealth Counsel
Georgia
$267K +$240K +1,225 New
BCCM
1437
Bridge Creek Capital Management
Massachusetts
$266K – – –
OIS
1438
OneAscent Investment Solutions
Alabama
$265K +$239K +1,216 New
CIC
1439
Crawford Investment Counsel
Georgia
$264K +$238K +1,213 New
LF
1440
LifePlan Financial
Minnesota
$264K +$238K +1,211 New
QC
1441
Quent Capital
New York
$263K +$1.77K +9 +0.8%
MAM
1442
Mystic Asset Management
Rhode Island
$263K +$19.6K +100 +9%
BBA
1443
BLB&B Advisors
Pennsylvania
$263K -$34.1K -174 -13%
FI
1444
Fosun International
China
$263K – – –
AB
1445
Atlas Brown
Kentucky
$261K +$18.4K +94 +8%
MWP
1446
Meriwether Wealth & Planning
Louisiana
$259K +$234K +1,192 New
CB
1447
Centennial Bank
Arkansas
$259K – – –
CWM
1448
Castle Wealth Management
Florida
$258K +$2.55K +13 +1%
KOC
1449
Koss-Olinger Consulting
Florida
$258K +$233K +1,187 New
RBFC
1450
Roman Butler Fullerton & Co
Missouri
$258K +$1.96K +10 +0.9%
56 57
58
59 60