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AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
HIIFS
1501
Harel Insurance Investments & Financial Services
Israel
$262K +$249K +1,125 New
HWP
1502
Hibernia Wealth Partners
Louisiana
$262K -$7.32K -33 -3%
AWM
1503
Aviso Wealth Management
Washington
$262K -$86.5K -390 -26%
MAM
1504
Mystic Asset Management
Rhode Island
$261K -$222 -1 -0.1%
GC
1505
Grimes & Company
Massachusetts
$260K +$248K +1,119 New
YLHM
1506
Yelin Lapidot Holdings Management
Israel
$258K +$246K +1,110 New
GBWM
1507
Granite Bay Wealth Management
New Hampshire
$256K -$106K -480 -30%
LWA
1508
Lantern Wealth Advisors
New York
$256K – – –
KCM
1509
Kathmere Capital Management
Pennsylvania
$256K +$244K +1,100 New
CC
1510
Callan Capital
California
$255K -$9.31K -42 -4%
GWP
1511
Gen-Wealth Partners
Michigan
$254K +$9.98K +45 +4%
MWM
1512
Meridian Wealth Management
Kentucky
$254K +$242K +1,093 New
SCI
1513
Silver Coast Investments
United States
$253K – – –
RBC
1514
Romano Brothers & Co
Illinois
$252K -$16.6K -75 -6%
SIAG
1515
Signet Investment Advisory Group
Rhode Island
$252K – – –
DIM
1516
DLK Investment Management
California
$252K +$887 +4 +0.4%
SVCP
1517
Silicon Valley Capital Partners
California
$252K +$2K +9 +0.8%
FFA
1518
First Foundation Advisors
California
$251K -$7.76K -35 -3%
EWM
1519
Evermay Wealth Management
Virginia
$250K -$22.2K -100 -9%
LA
1520
LM Advisors
California
$249K -$1.77K -8 -0.7%
SC
1521
Solstein Capital
California
$249K – – –
MAWA
1522
Moss Adams Wealth Advisors
Washington
$248K +$237K +1,068 New
VA
1523
Valmark Advisers
Ohio
$248K -$18.4K -83 -7%
SAM
1524
Summit Asset Management
Tennessee
$248K – – –
GSAM
1525
Grant Street Asset Management
Pennsylvania
$248K – – –
59 60
61
62 63