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AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
1526
Blume Capital Management
California
$219K +$8.24K +42 +4%
SWM
1527
Sendero Wealth Management
Texas
$218K +$197K +1,002 New
BMO
1528
Beck Mack & Oliver
New York
$218K +$196K +1,000 New
CI
1529
Corient IA
Florida
$218K +$196K +1,000 New
ICM
1530
IMS Capital Management
Oregon
$218K +$196K +1,000 New
CFS
1531
Commonwealth Financial Services
West Virginia
$217K +$196K +997 New
PSB
1532
Piscataqua Savings Bank
New Hampshire
$217K – – –
IRAG
1533
Investment Research & Advisory Group
Georgia
$215K – – –
BA
1534
Ballast Advisors
Minnesota
$214K +$193K +983 New
CA
1535
Crumly & Associates
Illinois
$214K +$193K +982 New
LIG
1536
Lokken Investment Group
Delaware
$214K -$33.9K -173 -15%
BCG
1537
Breakwater Capital Group
New Jersey
$213K +$192K +979 New
CF
1538
Centaurus Financial
California
$213K -$5.88K -30 -3%
TSW
1539
Thompson Siegel & Walmsley
Virginia
$213K +$192K +977 New
KCM
1540
Kathmere Capital Management
Pennsylvania
$213K -$32.8K -167 -15%
EB
1541
Emprise Bank
Kansas
$212K +$191K +974 New
AT
1542
Arlington Trust
Alabama
$212K -$83K -423 -30%
BC
1543
Broadwater Capital
Massachusetts
$210K – – –
WA
1544
Wealth Architects
California
$210K +$190K +966 New
CCP
1545
Cushing Capital Partners
Wisconsin
$210K +$189K +964 New
RPWA
1546
Regent Peak Wealth Advisors
Georgia
$208K +$188K +958 New
SAM
1547
Sompo Asset Management
Japan
$205K +$184K +940 New
TCBWMS
1548
Texas Capital Bank Wealth Management Services
Texas
$204K +$184K +937 New
CAM
1549
Congress Asset Management
Massachusetts
$203K +$183K +933 New
CWP
1550
Concord Wealth Partners
Virginia
$203K -$81.2K -414 -31%
60 61
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63 64