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AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
1451
Baron Wealth Management
Michigan
$209K +$215K +1,025 New
WRM
1452
Weybosset Research & Management
Rhode Island
$209K – – –
AAP
1453
Arax Advisory Partners
Colorado
$209K +$3.78K +18 +2%
BBNA
1454
Bremer Bank National Association
Minnesota
$208K -$137K -651 -39%
MG
1455
Marex Group
$208K +$214K +1,018 New
TFA
1456
Triad Financial Advisors
North Carolina
$207K – – –
ICA
1457
Infrastructure Capital Advisors
New York
$207K +$213K +1,013 New
SMA
1458
Sage Mountain Advisors
Georgia
$207K +$212K +1,011 New
WWP
1459
WR Wealth Planners
Missouri
$206K +$211K +1,004 +16,733%
CAM
1460
Crestone Asset Management
Colorado
$206K +$211K +1,007 New
CFG
1461
Carr Financial Group
Massachusetts
$205K – – –
WFS
1462
Widmann Financial Services
Maryland
$205K – – –
PP
1463
Patron Partners
Texas
$204K -$419K -1,995 -67%
ICM
1464
IMS Capital Management
Oregon
$204K – – –
HWA
1465
Heartwood Wealth Advisors
Virginia
$204K +$210K +999 New
WWM
1466
Windsor Wealth Management
Indiana
$203K – – –
SGCA
1467
Steel Grove Capital Advisors
Tennessee
$203K – – –
ATIA
1468
American Trust Investment Advisors
New Hampshire
$202K -$12.6K -60 -6%
CW
1469
CIC Wealth
Maryland
$202K -$8.18K -39 -4%
CFP
1470
Catalyst Financial Partners
Massachusetts
$202K -$30.6K -146 -13%
SVCP
1471
Silicon Valley Capital Partners
California
$199K +$1.47K +7 +0.7%
BCM
1472
Blume Capital Management
California
$197K -$1.47M -6,990 -88%
CAL
1473
Capital Advisors Ltd
Ohio
$196K -$129K -616 -39%
CLOS
1474
Compagnie Lombard Odier SCmA
Switzerland
$191K -$170K -810 -46%
APC
1475
Aspire Private Capital
North Carolina
$187K +$2.52K +12 +1%
57 58
59
60 61