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AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
TFCP
1451
Twin Focus Capital Partners
Massachusetts
$218K – – –
BCCM
1452
Bridge Creek Capital Management
Massachusetts
$218K -$16.5K -79 -7%
JMFC
1453
J.M. Forbes & Co
Massachusetts
$217K – – –
OFS
1454
OneAscent Financial Services
Alabama
$217K -$219K -1,050 -48%
VI
1455
Versor Investments
New York
$216K +$234K +1,123 New
RC
1456
Rexford Capital
Texas
$216K – – –
APM
1457
a16z Perennial Management
California
$215K +$233K +1,118 New
SCA
1458
SMH Capital Advisors
Texas
$215K +$250K +1,200 New
FBC
1459
Fairfield, Bush & Co
Connecticut
$214K -$5.21K -25 -2%
SPWM
1460
Schrum Private Wealth Management
Florida
$213K -$4.79K -23 -2%
CSA
1461
Cottage Street Advisors
Massachusetts
$213K -$54.4K -261 -19%
SPF
1462
South Plains Financial
Texas
$213K +$50K +240 +28%
CFG
1463
Cooper Financial Group
California
$213K +$230K +1,106 New
ACP
1464
Argyle Capital Partners
California
$212K – – –
PA
1465
Procyon Advisors
Connecticut
$211K -$53.8K -258 -19%
PL
1466
Plancorp LLC
Missouri
$211K -$69.6K -334 -23%
SCI
1467
Silver Coast Investments
United States
$211K – – –
TTWM
1468
TCV Trust & Wealth Management
Virginia
$211K +$228K +1,095 New
EL
1469
Essex LLC
Illinois
$210K – – –
CS
1470
Cannell & Spears
New York
$210K +$7.08K +34 +3%
TWP
1471
Triad Wealth Partners
Kansas
$208K +$226K +1,083 New
FCH
1472
Freestone Capital Holdings
Washington
$208K +$1.04K +5 +0.5%
CBT
1473
CoreFirst Bank & Trust
Kansas
$208K – – –
NL
1474
NWAM LLC
Washington
$208K -$71.5K -343 -24%
BWP
1475
BSW Wealth Partners
Colorado
$207K -$167K -803 -43%
57 58
59
60 61