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AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
SIM
1476
Stratos Investment Management
Ohio
$275K +$262K +1,183 New
WWP
1477
WR Wealth Planners
Missouri
$275K -$18.2K -82 -6%
NCM
1478
Northside Capital Management
Oregon
$274K – – –
BOPW
1479
Brandywine Oak Private Wealth
Pennsylvania
$274K +$8.43K +38 +3%
VAG
1480
VisionPoint Advisory Group
Texas
$274K -$222 -1 -0.1%
SCP
1481
Sivia Capital Partners
California
$274K +$13.1K +59 +5%
CWM
1482
Castle Wealth Management
Florida
$273K +$25.7K +116 +11%
CTC
1483
Cetera Trust Company
Minnesota
$272K -$5.54K -25 -2%
AT
1484
Arlington Trust
Alabama
$272K – – –
UPS
1485
UHLMANN PRICE SECURITIES
Illinois
$272K +$259K +1,170 New
CPC
1486
Consolidated Planning Corp
Georgia
$271K +$8.65K +39 +3%
MCM
1487
Maple Capital Management
Vermont
$271K -$1.11K -5 -0.4%
ECU
1488
Eisler Capital (UK)
United Kingdom
$270K -$422K -1,905 -62%
RWA
1489
River Wealth Advisors
Pennsylvania
$270K -$23.1K -104 -8%
CST
1490
Charles Schwab Trust
Nevada
$269K – – –
CF
1491
Convergence Financial
Missouri
$268K -$114K -516 -31%
SC
1492
Savoie Capital
Illinois
$267K – – –
LG
1493
LaFleur & Godfrey
Michigan
$267K – – –
OWM
1494
OneAscent Wealth Management
Alabama
$267K +$254K +1,146 New
C
1495
CEDRUS
Colorado
$267K +$6.87K +31 +3%
RBFC
1496
Roman Butler Fullerton & Co
Missouri
$267K +$2K +9 +0.8%
EA
1497
Ellsworth Advisors
Ohio
$267K – – –
FMC
1498
First Merchants Corp
Indiana
$266K +$253K +1,143 New
KCFA
1499
Key Client Fiduciary Advisors
New Jersey
$265K +$1.77K +8 +0.7%
KOC
1500
Koss-Olinger Consulting
Florida
$264K – – –
58 59
60
61 62