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AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
JFA
1551
JNBA Financial Advisors
Minnesota
$13.3K +$365 +2 +3%
BIA
1552
Bell Investment Advisors
California
$13K -$3.29K -18 -19%
OC
1553
Oakworth Capital
Alabama
$12.5K -$1.83K -10 -12%
CSWM
1554
Cassady Schiller Wealth Management
Ohio
$12.5K – – –
GJIA
1555
Glass Jacobson Investment Advisors
Maryland
$12K +$13.3K +73 New
FAM
1556
Flaharty Asset Management
Florida
$11.8K +$13.2K +72 New
PG
1557
Proffitt & Goodson
Tennessee
$11.7K – – –
TCM
1558
Tradewinds Capital Management
Washington
$11.5K – – –
PCFFS
1559
Pacific Center for Financial Services
California
$11.5K – – –
BC
1560
Barrett & Company
Rhode Island
$11.3K – – –
DSC
1561
Duncker Streett & Co
Missouri
$11.2K -$1.1K -6 -8%
NC
1562
NewSquare Capital
Pennsylvania
$10.9K -$1.46K -8 -11%
WAM
1563
WFA Asset Management
Wisconsin
$10.7K – – –
AWM
1564
Abound Wealth Management
Tennessee
$10.5K -$4.02K -22 -26%
FP
1565
Financial Perspectives
Minnesota
$10.5K +$2.56K +14 +28%
FFL
1566
Financial Freedom LLC
Ohio
$10.4K – – –
CTWM
1567
Cherry Tree Wealth Management
Minnesota
$10.2K – – –
PMAM
1568
Picton Mahoney Asset Management
Ontario, Canada
$10K -$191K -1,045 -95%
VNA
1569
Valley National Advisers
Pennsylvania
$10K +$2.92K +16 +37%
IPW
1570
Impact Partnership Wealth
Georgia
$9.21K +$5.84K +32 +133%
FA
1571
Financial Avengers
California
$9.21K +$10.2K +56 New
VCM
1572
Versant Capital Management
Arizona
$9.04K -$1.1K -6 -10%
WAS
1573
Winch Advisory Services
Wisconsin
$9K – – –
BAM
1574
Bellevue Asset Management
Washington
$8.62K +$183 +1 +2%
CPG
1575
Cornerstone Planning Group
New Jersey
$7.4K – – –
61 62
63
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