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AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
ESB
1476
Essex Savings Bank
Connecticut
$214K -$60K -321 -23%
LWA
1477
Lantern Wealth Advisors
New York
$214K – – –
AA
1478
Axiom Advisory
California
$214K +$219K +1,170 New
SCI
1479
Silver Coast Investments
United States
$211K +$203K +1,087 New
CIC
1480
Crawford Investment Counsel
Georgia
$211K -$83.7K -448 -29%
SIAG
1481
Signet Investment Advisory Group
Rhode Island
$211K – – –
DIM
1482
DLK Investment Management
California
$210K +$11K +59 +6%
LA
1483
LM Advisors
California
$210K -$352K -1,883 -64%
LCGC
1484
Legacy Capital Group California
California
$210K +$2.06K +11 +1%
SVCP
1485
Silicon Valley Capital Partners
California
$209K +$1.87K +10 +0.9%
SC
1486
Solstein Capital
California
$208K – – –
SAM
1487
Summit Asset Management
Tennessee
$208K +$5.61K +30 +3%
GSAM
1488
Grant Street Asset Management
Pennsylvania
$208K -$748 -4 -0.4%
CWM
1489
Castle Wealth Management
Florida
$207K – – –
APWM
1490
Argonautica Private Wealth Management
Massachusetts
$207K -$1.93M -10,320 -91%
FCAS
1491
First Command Advisory Services
Texas
$207K +$199K +1,065 New
BMO
1492
Beck Mack & Oliver
New York
$207K – – –
JDR
1493
Jay D. Rosenbaum
$206K -$17.8K -95 -8%
CF
1494
Centaurus Financial
California
$206K +$2.99K +16 +2%
EWA
1495
EverSource Wealth Advisors
Alabama
$206K +$5.23K +28 +3%
TW
1496
Transform Wealth
Colorado
$206K +$935 +5 +0.5%
SFG
1497
Sunburst Financial Group
Alabama
$206K +$198K +1,059 New
JMFC
1498
J.M. Forbes & Co
Massachusetts
$205K – – –
LPT
1499
Legacy Private Trust
Wisconsin
$205K -$15.1K -81 -7%
LC
1500
Lavaca Capital
Texas
$205K +$1.68K +9 +0.9%
58 59
60
61 62