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AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
1501
Summit Asset Management
Tennessee
$224K +$196K +1,038 New
RBFC
1502
Roman Butler Fullerton & Co
Missouri
$224K +$214K +1,134 New
BB
1503
Busey Bank
Illinois
$223K -$75.8K -401 -28%
MWM
1504
Meridian Wealth Management
Kentucky
$223K +$196K +1,035 New
LS
1505
Livforsakringsbolaget Skandia
Sweden
$222K +$83K +439 +75%
AIA
1506
Affinity Investment Advisors
California
$222K +$194K +1,027 New
V
1507
ViaWealth
Kansas
$221K +$193K +1,023 New
MC
1508
Muzinich & Co
New York
$221K – – –
DIM
1509
DLK Investment Management
California
$221K +$193K +1,022 New
PSB
1510
Piscataqua Savings Bank
New Hampshire
$221K – – –
BA
1511
Ballast Advisors
Minnesota
$220K +$192K +1,018 New
HFP
1512
Holistic Financial Partners
Indiana
$220K +$192K +1,018 New
FCA
1513
Fortis Capital Advisors
Kansas
$220K +$192K +1,018 New
MAM
1514
Mystic Asset Management
Rhode Island
$219K +$192K +1,016 New
HCM
1515
Hollencrest Capital Management
California
$219K -$4.54K -24 -2%
AB
1516
Atlas Brown
Kentucky
$219K +$191K +1,013 New
PCH
1517
PGIM Custom Harvest
New Jersey
$218K +$191K +1,012 New
CWM
1518
Connecticut Wealth Management
Connecticut
$218K +$191K +1,008 New
SCI
1519
Silver Coast Investments
United States
$217K +$190K +1,007 New
CFG
1520
Carr Financial Group
Massachusetts
$217K +$190K +1,005 New
FFA
1521
Fortune Financial Advisors
Kansas
$216K +$189K +1,001 New
EFG
1522
Ethos Financial Group
Pennsylvania
$216K -$188K -996 -50%
HCMG
1523
Howard Capital Management Group
California
$216K – – –
ICM
1524
IMS Capital Management
Oregon
$216K +$189K +1,000 New
ST
1525
Sabal Trust
Florida
$216K +$189K +1,000 New
59 60
61
62 63