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AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
MWPCG
1526
Measured Wealth Private Client Group
New Hampshire
$58.6K +$27.8K +153 +85%
CPBTD
1527
Central Pacific Bank - Trust Division
Hawaii
$57.1K – – –
KFAS
1528
Keating Financial Advisory Services
Kansas
$55K +$57K +313 New
FMB
1529
Field & Main Bank
Kentucky
$52.7K – – –
AG
1530
AmeriFlex Group
Nevada
$52.2K -$66.1K -363 -55%
JSAM
1531
J. Safra Asset Management
New York
$51.2K -$512K -2,815 -91%
SWP
1532
Strategic Wealth Partners
Ohio
$50.7K +$15.1K +83 +40%
AWM
1533
Activest Wealth Management
Florida
$50.2K +$33.7K +185 +183%
HHCP
1534
Hilton Head Capital Partners
South Carolina
$49.1K +$51K +280 New
JWA
1535
JFS Wealth Advisors
Pennsylvania
$48.3K -$74.2K -408 -60%
PS
1536
Pinney & Scofield
Massachusetts
$46.5K -$53.1K -292 -52%
ME
1537
McIlrath & Eck
Washington
$46K – – –
KPP
1538
Kings Path Partners
Texas
$45.5K – – –
MCM
1539
MV Capital Management
Maryland
$45.1K -$7.28K -40 -13%
OC
1540
Optima Capital
Oregon
$44.6K +$46.2K +254 New
MC
1541
Muzinich & Co
New York
$44.1K -$96.1K -528 -68%
BOJHT
1542
Bank of Jackson Hole Trust
Wyoming
$44.1K – – –
MW
1543
Merited Wealth
Florida
$43.9K +$45.5K +250 New
Q1WB
1544
Quest 10 Wealth Builders
Virginia
$43.2K +$12.2K +67 +37%
BC
1545
Broadwater Capital
Massachusetts
$43.2K -$131K -720 -75%
GWS
1546
Greykasell Wealth Strategies
California
$43K +$44.6K +245 New
HPWM
1547
High Point Wealth Management
New Jersey
$42.8K +$44.4K +244 New
MWA
1548
Medallion Wealth Advisors
Connecticut
$41.8K – – –
CJ
1549
Caitlin John
Michigan
$41.3K +$40.8K +224 +2,036%
MFP
1550
Meramec Financial Planners
Missouri
$40.8K +$43.3K +238 New
60 61
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63 64