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AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
NCFG
1476
New Century Financial Group
New Jersey
$227K -$41K -206 -15%
LG
1477
LaFleur & Godfrey
Michigan
$227K – – –
IIC
1478
Ironwood Investment Counsel
Arizona
$226K -$39.8K -200 -15%
CG
1479
Clarus Group
Texas
$225K +$227K +1,139 New
LPT
1480
Legacy Private Trust
Wisconsin
$225K +$41.4K +208 +22%
MPCG
1481
Matrix Private Capital Group
New York
$225K -$2.59K -13 -1%
RCYC
1482
Richard C. Young & Co
Rhode Island
$224K +$226K +1,135 New
CPC
1483
Consolidated Planning Corp
Georgia
$223K +$6.37K +32 +3%
PMSA
1484
Patrick M. Sweeney & Associates
Illinois
$222K – – –
CG
1485
CFO4Life Group
Texas
$221K +$11.4K +57 +5%
CWM
1486
Centurion Wealth Management
Virginia
$221K +$223K +1,119 New
MC
1487
Muzinich & Co
New York
$221K – – –
PI
1488
PGGM Investments
Netherlands
$220K +$222K +1,115 New
BF
1489
Brogan Financial
Tennessee
$220K +$222K +1,113 New
DJSG
1490
D.J. St. Germain
Massachusetts
$219K – – –
BB
1491
Busey Bank
Illinois
$219K +$14.5K +73 +7%
LWA
1492
Lantern Wealth Advisors
New York
$217K -$19.9K -100 -8%
BBA
1493
Braun-Bostich & Associates
Pennsylvania
$217K -$141K -710 -39%
BFO
1494
Biltmore Family Office
North Carolina
$215K – – –
PCP
1495
Proficio Capital Partners
Massachusetts
$215K -$17.3K -87 -7%
SIAG
1496
Signet Investment Advisory Group
Rhode Island
$214K – – –
WOC
1497
West Oak Capital
California
$214K – – –
FFA
1498
First Foundation Advisors
California
$213K +$54.8K +275 +34%
ECM
1499
EagleClaw Capital Management
Massachusetts
$212K – – –
PCG
1500
Prosperity Consulting Group
Maryland
$212K +$3.98K +20 +2%
58 59
60
61 62