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AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
SSWM
1451
Strait & Sound Wealth Management
California
$251K -$9.45K -50 -4%
MPCG
1452
Matrix Private Capital Group
New York
$250K +$217K +1,150 New
FGA
1453
Fortis Group Advisors
New Jersey
$250K – – –
RIM
1454
Rakuten Investment Management
Japan
$250K +$218K +1,152 New
EA
1455
Ellsworth Advisors
Ohio
$250K -$609K -3,220 -74%
CT
1456
Columbia Trust
Oregon
$250K +$219K +1,157 New
FI
1457
Finivi Inc
Massachusetts
$248K +$218K +1,151 New
MFF
1458
Mango Five Family
Nevada
$248K +$217K +1,150 New
LG
1459
LaFleur & Godfrey
Michigan
$248K +$217K +1,149 New
OWP
1460
Obermeyer Wealth Partners
Colorado
$248K +$217K +1,149 New
SAM
1461
Strategy Asset Managers
California
$247K -$19.1K -101 -8%
CM
1462
Caption Management
Oklahoma
$245K -$16.2M -85,865 -99%
MAP
1463
Moody Aldrich Partners
Massachusetts
$245K +$214K +1,134 New
CT
1464
Colonial Trust
South Carolina
$245K -$3.97K -21 -2%
AT
1465
Arlington Trust
Alabama
$243K +$213K +1,127 New
PMSA
1466
Patrick M. Sweeney & Associates
Illinois
$243K +$213K +1,125 New
WFI
1467
West Family Investments
California
$242K +$212K +1,121 New
FCBT
1468
First Citizens Bank & Trust
North Carolina
$240K -$922K -4,876 -81%
DJSG
1469
D.J. St. Germain
Massachusetts
$239K +$189 +1 +0.1%
EP
1470
Edgestream Partners
New Jersey
$238K -$1.34M -7,087 -87%
IWA
1471
IVC Wealth Advisors
Pennsylvania
$237K +$208K +1,100 New
CPC
1472
Consolidated Planning Corp
Georgia
$237K +$207K +1,097 New
BFO
1473
Biltmore Family Office
North Carolina
$237K +$206K +1,088 New
S
1474
Sunpointe
Missouri
$236K +$205K +1,086 New
PGAM
1475
Princeton Global Asset Management
New Jersey
$236K +$189 +1 +0.1%
57 58
59
60 61