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AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
BCCM
1451
Bridge Creek Capital Management
Massachusetts
$218K -$16.5K -79 -7%
JMFC
1452
J.M. Forbes & Co
Massachusetts
$217K – – –
OFS
1453
OneAscent Financial Services
Alabama
$217K -$219K -1,050 -48%
VI
1454
Versor Investments
New York
$216K +$234K +1,123 New
RC
1455
Rexford Capital
Texas
$216K – – –
APM
1456
a16z Perennial Management
California
$215K +$233K +1,118 New
SCA
1457
SMH Capital Advisors
Texas
$215K +$250K +1,200 New
FBC
1458
Fairfield, Bush & Co
Connecticut
$214K -$5.21K -25 -2%
SPWM
1459
Schrum Private Wealth Management
Florida
$213K -$4.79K -23 -2%
CSA
1460
Cottage Street Advisors
Massachusetts
$213K -$54.4K -261 -19%
SPF
1461
South Plains Financial
Texas
$213K +$50K +240 +28%
CFG
1462
Cooper Financial Group
California
$213K +$230K +1,106 New
ACP
1463
Argyle Capital Partners
California
$212K – – –
PA
1464
Procyon Advisors
Connecticut
$211K -$53.8K -258 -19%
PL
1465
Plancorp LLC
Missouri
$211K -$69.6K -334 -23%
SCI
1466
Silver Coast Investments
United States
$211K – – –
TTWM
1467
TCV Trust & Wealth Management
Virginia
$211K +$228K +1,095 New
EL
1468
Essex LLC
Illinois
$210K – – –
CS
1469
Cannell & Spears
New York
$210K +$7.08K +34 +3%
TWP
1470
Triad Wealth Partners
Kansas
$208K +$226K +1,083 New
FCH
1471
Freestone Capital Holdings
Washington
$208K +$1.04K +5 +0.5%
CBT
1472
CoreFirst Bank & Trust
Kansas
$208K – – –
NL
1473
NWAM LLC
Washington
$208K -$71.5K -343 -24%
BWP
1474
BSW Wealth Partners
Colorado
$207K -$167K -803 -43%
PWP
1475
Precedent Wealth Partners
Texas
$207K -$35.2K -169 -14%
57 58
59
60 61