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AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
BMO
1526
Beck Mack & Oliver
New York
$218K +$196K +1,000 New
CI
1527
Corient IA
Florida
$218K +$196K +1,000 New
ICM
1528
IMS Capital Management
Oregon
$218K +$196K +1,000 New
CFS
1529
Commonwealth Financial Services
West Virginia
$217K +$196K +997 New
PSB
1530
Piscataqua Savings Bank
New Hampshire
$217K – – –
IRAG
1531
Investment Research & Advisory Group
Georgia
$215K – – –
BA
1532
Ballast Advisors
Minnesota
$214K +$193K +983 New
CA
1533
Crumly & Associates
Illinois
$214K +$193K +982 New
LIG
1534
Lokken Investment Group
Delaware
$214K -$33.9K -173 -15%
BCG
1535
Breakwater Capital Group
New Jersey
$213K +$192K +979 New
CF
1536
Centaurus Financial
California
$213K -$5.88K -30 -3%
TSW
1537
Thompson Siegel & Walmsley
Virginia
$213K +$192K +977 New
KCM
1538
Kathmere Capital Management
Pennsylvania
$213K -$32.8K -167 -15%
EB
1539
Emprise Bank
Kansas
$212K +$191K +974 New
AT
1540
Arlington Trust
Alabama
$212K -$83K -423 -30%
BC
1541
Broadwater Capital
Massachusetts
$210K – – –
WA
1542
Wealth Architects
California
$210K +$190K +966 New
CCP
1543
Cushing Capital Partners
Wisconsin
$210K +$189K +964 New
RPWA
1544
Regent Peak Wealth Advisors
Georgia
$208K +$188K +958 New
SAM
1545
Sompo Asset Management
Japan
$205K +$184K +940 New
TCBWMS
1546
Texas Capital Bank Wealth Management Services
Texas
$204K +$184K +937 New
CAM
1547
Congress Asset Management
Massachusetts
$203K +$183K +933 New
CWP
1548
Concord Wealth Partners
Virginia
$203K -$81.2K -414 -31%
CCA
1549
Cottonwood Capital Advisors
Utah
$203K -$35.7K -182 -16%
MWA
1550
Meridian Wealth Advisors
Texas
$202K -$689K -3,514 -79%
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