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AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
VNIM
1551
Vaughan Nelson Investment Management
Texas
$71K +$76.4K +268 New
BWM
1552
BerganKDV Wealth Management
Minnesota
$70K +$37.9K +133 +103%
SWA
1553
Sutton Wealth Advisors
Florida
$68.2K -$26.8K -94 -27%
FQ
1554
First Quadrant
California
$66K – – –
ME
1555
McIlrath & Eck
Washington
$65K +$16.5K +58 +31%
HFA
1556
HC Financial Advisors
California
$62K – – –
PGAM
1557
Princeton Global Asset Management
New Jersey
$60K +$7.13K +25 +13%
GM
1558
GeoWealth Management
Illinois
$60K +$25.4K +89 +64%
AWM
1559
Accel Wealth Management
Iowa
$57K – – –
HIM
1560
Hillsdale Investment Management
Ontario, Canada
$56K – – –
CFA
1561
Cahill Financial Advisors
Minnesota
$54K +$57.6K +202 New
MSFP
1562
Mark Sheptoff Financial Planning
Connecticut
$53K – – –
EWM
1563
Edge Wealth Management
New York
$53K +$2.85K +10 +5%
MA
1564
Montag & Associates
Georgia
$53K +$20K +70 +54%
MWM
1565
Mascoma Wealth Management
New Hampshire
$52K +$55.9K +196 New
PWMG
1566
Prestige Wealth Management Group
New Jersey
$50K +$2.57K +9 +5%
ASBI
1567
American State Bank (Iowa)
Iowa
$47.8K – – –
EBA
1568
Eagle Bay Advisors
New York
$47K -$7.7K -27 -14%
DOA
1569
D'Orazio & Associates
Virginia
$45K – – –
AFS
1570
Annapolis Financial Services
Maryland
$45K +$17.7K +62 +57%
PP
1571
Pacifica Partners
Canada
$44K -$16.8K -59 -28%
MHR
1572
Matthew Hamilton Rosenberg
$42K +$16.8K +59 +59%
RTL
1573
Red Tortoise LLC
Georgia
$42K +$55.6K +195 New
BHWM
1574
Bay Harbor Wealth Management
Maryland
$41K – – –
MFA
1575
McClarren Financial Advisors
Pennsylvania
$41K +$11.4K +40 +34%
61 62
63
64 65