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AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
NBWM
1476
North Berkeley Wealth Management
California
$207K – – –
SAM
1477
Summit Asset Management
Tennessee
$206K – – –
GSAM
1478
Grant Street Asset Management
Pennsylvania
$205K – – –
CT
1479
Colonial Trust
South Carolina
$205K -$417 -2 -0.2%
CIA
1480
Cape Investment Advisory
Georgia
$205K +$9.79K +47 +5%
AO
1481
Advisor OS
Illinois
$205K -$37.7K -181 -15%
KA
1482
Klingman & Associates
New York
$205K +$222K +1,064 New
CFO
1483
CVA Family Office
Colorado
$204K -$3.75K -18 -2%
APWM
1484
Argonautica Private Wealth Management
Massachusetts
$204K – – –
EPIME
1485
Evelyn Partners Investment Management (Europe)
$203K – – –
SC
1486
Solstein Capital
California
$203K -$14.2K -68 -6%
RSWM
1487
Robertson Stephens Wealth Management
California
$203K -$13.1K -63 -6%
CAM
1488
Creekmur Asset Management
Illinois
$203K -$115K -554 -34%
BIG
1489
Builder Investment Group
Georgia
$203K – – –
MFG
1490
Mosaic Financial Group
Illinois
$202K – – –
PWPS
1491
Pinnacle Wealth Planning Services
Ohio
$202K -$10.6K -51 -5%
AWM
1492
Arista Wealth Management
Nevada
$202K – – –
GPWM
1493
Grant Private Wealth Management
California
$201K +$218K +1,047 New
TW
1494
TritonPoint Wealth
Maryland
$201K -$8.13K -39 -4%
PFM
1495
Patton Fund Management
Texas
$201K – – –
LCGC
1496
Legacy Capital Group California
California
$201K +$3.96K +19 +2%
EB
1497
Emprise Bank
Kansas
$200K – – –
SWM
1498
Segment Wealth Management
Texas
$200K – – –
CP
1499
Canopy Partners
Ohio
$199K -$38.3K -184 -15%
KLWA
1500
Kelly Lawrence W & Associates
California
$196K – – –
58 59
60
61 62