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AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
AP
1451
Arlington Partners
Alabama
$213K -$12.5K -49 -6%
MAM
1452
McLean Asset Management
Virginia
$213K +$193K +756 New
LC
1453
LCNB Corp
Ohio
$213K +$201K +790 New
IF
1454
IRON Financial
Illinois
$210K +$198K +777 New
CFG
1455
Citizens Financial Group
Rhode Island
$207K -$216K -849 -53%
SIG
1456
Sargent Investment Group
Maryland
$207K +$195K +765 New
KP
1457
Keel Point
Alabama
$206K -$46.4K -182 -19%
CIA
1458
Compass Ion Advisors
Pennsylvania
$205K -$33.6K -132 -15%
MIS
1459
Morningstar Investment Services
Illinois
$205K +$192K +752 New
BPC
1460
Banque Pictet & Cie
Switzerland
$205K +$194K +760 New
PNAA
1461
Pictet North America Advisors
Switzerland
$205K +$194K +760 New
DC
1462
DeDora Capital
California
$205K +$194K +761 New
PGIM
1463
Pacific Global Investment Management
California
$204K +$192K +755 New
NFP
1464
Novak Financial Planning
Maryland
$204K +$193K +756 New
GIP
1465
Greatmark Investment Partners
Georgia
$203K +$191K +750 New
HCM
1466
Hengehold Capital Management
Ohio
$203K +$192K +752 New
CPSC
1467
Carl P. Sherr & Co
Massachusetts
$202K +$191K +749 New
JHP
1468
James Hambro & Partners
United Kingdom
$201K +$189K +742 New
AWA
1469
ARS Wealth Advisors
Florida
$201K +$189K +743 New
AC
1470
Alley Company
Illinois
$201K +$190K +744 New
BOS
1471
Bingham Osborn & Scarborough
California
$200K +$189K +742 New
AWM
1472
AllSquare Wealth Management
New York
$197K – – –
ADL
1473
Asset Dedication LLC
California
$189K – – –
LC
1474
Lindbrook Capital
California
$186K – – –
DMBA
1475
Deseret Mutual Benefit Administrators
Utah
$185K +$174K +684 New
57 58
59
60 61