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AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
SHIM
1551
Stone House Investment Management
Pennsylvania
$40.6K -$364 -2 -0.9%
AF
1552
Advisornet Financial
Minnesota
$40K +$1.27K +7 +3%
MSWM
1553
Mowery & Schoenfeld Wealth Management
Illinois
$39.7K +$4.37K +24 +12%
B
1554
Bayban
Minnesota
$39K +$40.4K +222 New
AF
1555
Alerus Financial
North Dakota
$38.5K -$728 -4 -2%
CPG
1556
Cornerstone Planning Group
New Jersey
$38.3K -$6.37K -35 -14%
BL
1557
BFSG LLC
California
$37.7K -$1.82K -10 -4%
PGAM
1558
Princeton Global Asset Management
New Jersey
$37.4K +$25.1K +138 +184%
TCM
1559
Triumph Capital Management
Colorado
$36.2K +$37.5K +206 New
CG
1560
Curat Global
New Hampshire
$36K – – –
DAM
1561
Delta Asset Management
Tennessee
$35.6K -$1.64K -9 -4%
VWA
1562
Valued Wealth Advisors
Utah
$35.5K – – –
AIM
1563
Arcadia Investment Management
Michigan
$35.1K -$50K -275 -58%
CFG
1564
Clayton Financial Group
Missouri
$35.1K +$36.4K +200 New
FC
1565
Fairscale Capital
New Hampshire
$35.1K – – –
C
1566
Covestor
United Kingdom
$35K +$546 +3 +2%
API
1567
Asset Planning Inc
California
$34.5K – – –
CB
1568
Centennial Bank
Arkansas
$33.4K – – –
MLA
1569
MB, Levis & Associates
Pennsylvania
$33.4K – – –
CIAS
1570
CBIZ Investment Advisory Services
Ohio
$33.3K -$6K -33 -15%
KAS
1571
Kemnay Advisory Services
New York
$32.7K +$33.8K +186 New
S
1572
Sachetta
Massachusetts
$32K -$62.1K -341 -65%
GA
1573
GoalVest Advisory
New York
$31.6K – – –
IAS
1574
IMA Advisory Services
Colorado
$31K – – –
SC
1575
Steph & Co
Wisconsin
$30.9K +$14.9K +82 +87%
61 62
63
64 65