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AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
KOC
1501
Koss-Olinger Consulting
Florida
$264K – – –
HIIFS
1502
Harel Insurance Investments & Financial Services
Israel
$262K +$249K +1,125 New
HWP
1503
Hibernia Wealth Partners
Louisiana
$262K -$7.32K -33 -3%
AWM
1504
Aviso Wealth Management
Washington
$262K -$86.5K -390 -26%
MAM
1505
Mystic Asset Management
Rhode Island
$261K -$222 -1 -0.1%
GC
1506
Grimes & Company
Massachusetts
$260K +$248K +1,119 New
YLHM
1507
Yelin Lapidot Holdings Management
Israel
$258K +$246K +1,110 New
GBWM
1508
Granite Bay Wealth Management
New Hampshire
$256K -$106K -480 -30%
LWA
1509
Lantern Wealth Advisors
New York
$256K – – –
KCM
1510
Kathmere Capital Management
Pennsylvania
$256K +$244K +1,100 New
CC
1511
Callan Capital
California
$255K -$9.31K -42 -4%
GWP
1512
Gen-Wealth Partners
Michigan
$254K +$9.98K +45 +4%
MWM
1513
Meridian Wealth Management
Kentucky
$254K +$242K +1,093 New
SCI
1514
Silver Coast Investments
United States
$253K – – –
RBC
1515
Romano Brothers & Co
Illinois
$252K -$16.6K -75 -6%
SIAG
1516
Signet Investment Advisory Group
Rhode Island
$252K – – –
DIM
1517
DLK Investment Management
California
$252K +$887 +4 +0.4%
SVCP
1518
Silicon Valley Capital Partners
California
$252K +$2K +9 +0.8%
FFA
1519
First Foundation Advisors
California
$251K -$7.76K -35 -3%
EWM
1520
Evermay Wealth Management
Virginia
$250K -$22.2K -100 -9%
LA
1521
LM Advisors
California
$249K -$1.77K -8 -0.7%
SC
1522
Solstein Capital
California
$249K – – –
MAWA
1523
Moss Adams Wealth Advisors
Washington
$248K +$237K +1,068 New
VA
1524
Valmark Advisers
Ohio
$248K -$18.4K -83 -7%
SAM
1525
Summit Asset Management
Tennessee
$248K – – –
59 60
61
62 63