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AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
JWCA
1476
J.W. Coons Advisors
Ohio
$236K -$80.1K -424 -28%
LFA
1477
Legacy Financial Advisors
Kentucky
$235K +$206K +1,091 New
C
1478
Certuity
Florida
$235K +$206K +1,089 New
SIAG
1479
Signet Investment Advisory Group
Rhode Island
$234K +$205K +1,085 New
CS
1480
Crescent Sterling
Louisiana
$233K +$204K +1,079 New
ECM
1481
EagleClaw Capital Management
Massachusetts
$232K -$47.2K -250 -19%
GSAM
1482
Grant Street Asset Management
Pennsylvania
$231K +$203K +1,072 New
FTIS
1483
First Trust Investment Solutions
Florida
$230K +$202K +1,067 New
CWM
1484
Castle Wealth Management
Florida
$230K +$200K +1,057 New
CA
1485
Claro Advisors
Massachusetts
$230K +$201K +1,065 New
KCFA
1486
Key Client Fiduciary Advisors
New Jersey
$230K +$201K +1,064 New
JAG
1487
Journey Advisory Group
Kentucky
$230K -$704K -3,726 -78%
BMO
1488
Beck Mack & Oliver
New York
$229K +$201K +1,063 New
CG
1489
CFO4Life Group
Texas
$229K +$201K +1,062 New
BIG
1490
Builder Investment Group
Georgia
$229K +$201K +1,061 New
PWMAG
1491
Pinnacle Wealth Management Advisory Group
New Jersey
$229K +$200K +1,060 New
SVCP
1492
Silicon Valley Capital Partners
California
$229K +$1.89K +10 +1%
JMFC
1493
J.M. Forbes & Co
Massachusetts
$228K +$200K +1,057 New
RPWA
1494
Regent Peak Wealth Advisors
Georgia
$228K +$200K +1,056 New
TW
1495
Transform Wealth
Colorado
$228K -$2.11M -11,159 -91%
PCG
1496
Prosperity Consulting Group
Maryland
$228K +$199K +1,054 New
HCA
1497
Horan Capital Advisors
Ohio
$228K -$113K -599 -36%
WOC
1498
West Oak Capital
California
$227K -$28.3K -150 -12%
CF
1499
Centaurus Financial
California
$225K -$55.9K -296 -22%
LCGC
1500
Legacy Capital Group California
California
$225K +$197K +1,042 New
58 59
60
61 62