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AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
CBT
1476
CoreFirst Bank & Trust
Kansas
$239K -$5.83K -27 -2%
ZIM
1477
Zacks Investment Management
Illinois
$239K +$234K +1,083 New
CFO
1478
CVA Family Office
Colorado
$238K +$5.83K +27 +3%
FCH
1479
Freestone Capital Holdings
Washington
$238K -$13.4K -62 -5%
NBWM
1480
North Berkeley Wealth Management
California
$237K +$232K +1,074 New
SIM
1481
Stratos Investment Management
Ohio
$237K +$5.18K +24 +2%
PIA
1482
Perennial Investment Advisors
California
$237K +$231K +1,072 New
SAM
1483
Summit Asset Management
Tennessee
$237K – – –
MWM
1484
Meridian Wealth Management
Kentucky
$237K -$7.99K -37 -3%
CT
1485
Colonial Trust
South Carolina
$236K -$1.08K -5 -0.5%
GSAM
1486
Grant Street Asset Management
Pennsylvania
$236K – – –
SW
1487
SteelPeak Wealth
California
$235K +$229K +1,063 New
APWM
1488
Argonautica Private Wealth Management
Massachusetts
$234K – – –
EPIME
1489
Evelyn Partners Investment Management (Europe)
$234K – – –
CS
1490
Cannell & Spears
New York
$234K +$1.51K +7 +0.7%
MFG
1491
Mosaic Financial Group
Illinois
$233K -$4.75K -22 -2%
BIG
1492
Builder Investment Group
Georgia
$233K – – –
LIG
1493
Lokken Investment Group
Delaware
$233K +$15.3K +71 +7%
VA
1494
Valmark Advisers
Ohio
$233K -$2.59K -12 -1%
ECM
1495
EagleClaw Capital Management
Massachusetts
$232K – – –
AWM
1496
Arista Wealth Management
Nevada
$232K +$226K +1,048 New
CPC
1497
Consolidated Planning Corp
Georgia
$232K +$216 +1 +0.1%
SVCP
1498
Silicon Valley Capital Partners
California
$231K +$1.94K +9 +0.9%
PFM
1499
Patton Fund Management
Texas
$231K +$225K +1,044 New
SWM
1500
Segment Wealth Management
Texas
$230K – – –
58 59
60
61 62