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AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
CMS
1476
Capital Market Strategies
Florida
$225K -$94.3K -376 -30%
PW
1477
Peninsula Wealth
California
$225K +$221K +882 New
SRC
1478
Sage Rhino Capital
California
$223K +$6.27K +25 +3%
MIM
1479
Marco Investment Management
Georgia
$223K +$219K +874 New
WWG
1480
West Wealth Group
California
$222K – – –
CFO
1481
CVA Family Office
Colorado
$222K +$120K +480 +124%
BFC
1482
Blue Fin Capital
Rhode Island
$221K -$22.1K -88 -9%
RCA
1483
Resonant Capital Advisors
Wisconsin
$219K +$214K +852 New
DWM
1484
Darwin Wealth Management
Florida
$218K -$28.1K -112 -12%
IWN
1485
Independent Wealth Network
Iowa
$218K -$9.03K -36 -4%
PWMAG
1486
Pinnacle Wealth Management Advisory Group
New Jersey
$218K +$214K +853 New
EF
1487
Empirical Finance
Pennsylvania
$216K – – –
JWBC
1488
J.W. Burns & Co
New York
$216K – – –
AMC
1489
Asset Management Corp
Illinois
$216K +$212K +845 New
GA
1490
Greenspring Advisors
Maryland
$214K -$15.6K -62 -7%
NED
1491
Nancy E. Dempze
$214K – – –
WCA
1492
Waypoint Capital Advisors
Minnesota
$212K +$208K +828 New
WB
1493
West Bancorporation
Iowa
$211K +$208K +827 New
CNB
1494
Camden National Bank
Maine
$210K -$17.8K -71 -8%
ICP
1495
Ironvine Capital Partners
Nebraska
$210K – – –
WW
1496
Westshore Wealth
California
$210K +$206K +820 New
IGWM
1497
ICA Group Wealth Management
Colorado
$209K -$4.52K -18 -2%
DTC
1498
Davidson Trust Company
Washington
$208K -$25.8K -103 -11%
LC
1499
LCNB Corp
Ohio
$208K -$1.25K -5 -0.6%
BMCM
1500
Bryn Mawr Capital Management
Pennsylvania
$207K -$1K -4 -0.5%
58 59
60
61 62