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AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
TBA
1526
Tower Bridge Advisors
Pennsylvania
$232K – – –
TSS
1527
Two Sigma Securities
New York
$230K -$20.5K -75 -9%
AL
1528
Aspiriant LLC
California
$230K +$214K +785 New
SCM
1529
Southport Capital Management
Tennessee
$230K +$215K +786 New
HIIFS
1530
Harel Insurance Investments & Financial Services
Israel
$229K +$6.56K +24 +3%
HIP
1531
HUB Investment Partners
Texas
$229K +$214K +782 New
ADL
1532
Asset Dedication LLC
California
$226K – – –
PCA
1533
Peddock Capital Advisors
Massachusetts
$226K – – –
SWM
1534
Shelton Wealth Management
Texas
$226K +$211K +771 New
HNWAG
1535
High Net Worth Advisory Group
Florida
$226K +$211K +774 New
BCP
1536
Blackhawk Capital Partners
Wisconsin
$225K -$546 -2 -0.3%
CG
1537
CFO4Life Group
Texas
$225K +$210K +768 New
SAM
1538
Sompo Asset Management
Japan
$225K +$210K +770 New
RWB
1539
RMR Wealth Builders
New Jersey
$224K -$497K -1,820 -70%
FB
1540
First Bancorp
Maine
$224K – – –
CIA
1541
Compass Ion Advisors
Pennsylvania
$224K +$820 +3 +0.4%
DJSG
1542
D.J. St. Germain
Massachusetts
$224K +$210K +767 New
WPC
1543
Wedmont Private Capital
Pennsylvania
$224K +$239K +876 New
CWS
1544
Cypress Wealth Services
California
$223K – – –
AGP
1545
Autumn Glory Partners
Texas
$223K +$208K +762 New
TTWM
1546
TCV Trust & Wealth Management
Virginia
$222K +$207K +758 New
IEFM
1547
IQ EQ Fund Management
Ireland
$221K -$468K -1,714 -69%
MYLI
1548
Meiji Yasuda Life Insurance
Japan
$221K -$64.5K -236 -24%
FA
1549
Fermata Advisors
California
$221K -$26.8K -98 -12%
CIP
1550
Convergence Investment Partners
Florida
$221K -$9.56K -35 -4%
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