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AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
GSAM
1526
Grant Street Asset Management
Pennsylvania
$248K – – –
EGWAG
1527
Elwood & Goetz Wealth Advisory Group
Georgia
$248K +$236K +1,066 New
LC
1528
Lavaca Capital
Texas
$247K +$1.77K +8 +0.8%
BMO
1529
Beck Mack & Oliver
New York
$247K – – –
APWM
1530
Argonautica Private Wealth Management
Massachusetts
$247K -$665 -3 -0.3%
PPW
1531
Pasadena Private Wealth
California
$246K -$57K -257 -20%
LPT
1532
Legacy Private Trust
Wisconsin
$246K – – –
JMFC
1533
J.M. Forbes & Co
Massachusetts
$245K -$443 -2 -0.2%
TW
1534
Transform Wealth
Colorado
$245K +$887 +4 +0.4%
GKWIM
1535
Gerber Kawasaki Wealth & Investment Management
California
$245K +$443 +2 +0.2%
JSL
1536
JT Stratford LLC
Georgia
$245K -$24.4K -110 -9%
BIG
1537
Builder Investment Group
Georgia
$245K – – –
RCA
1538
Resonant Capital Advisors
Wisconsin
$245K +$233K +1,052 New
TCBWMS
1539
Texas Capital Bank Wealth Management Services
Texas
$245K +$233K +1,052 New
CIA
1540
Cape Investment Advisory
Georgia
$244K – – –
ECM
1541
EagleClaw Capital Management
Massachusetts
$244K – – –
HWM
1542
Hemington Wealth Management
Virginia
$244K -$28.4K -128 -10%
PCH
1543
PGIM Custom Harvest
New Jersey
$243K +$231K +1,043 New
WIM
1544
Warwick Investment Management
Texas
$242K +$230K +1,039 New
LSIA
1545
LaSalle St. Investment Advisors
Illinois
$241K -$25.3K -114 -10%
IC
1546
Iconiq Capital
California
$241K +$230K +1,036 New
AO
1547
Advisor OS
Illinois
$241K +$229K +1,035 New
LCGC
1548
Legacy Capital Group California
California
$241K -$9.76K -44 -4%
AB
1549
Atlas Brown
Kentucky
$240K +$229K +1,031 New
EFM
1550
E Fund Management
China
$238K -$546K -2,463 -71%
60 61
62
63 64