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AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
MSFP
1576
Mark Sheptoff Financial Planning
Connecticut
$69K – – –
CP
1577
Castleview Partners
Texas
$69K +$67.8K +278 New
GM
1578
GeoWealth Management
Illinois
$68K +$2.2K +9 +3%
CCA
1579
Column Capital Advisors
Indiana
$67K -$2.44K -10 -4%
BWM
1580
BerganKDV Wealth Management
Minnesota
$67K +$488 +2 +0.8%
JWA
1581
JFS Wealth Advisors
Pennsylvania
$66K -$1.46K -6 -2%
ME
1582
McIlrath & Eck
Washington
$65K -$6.83K -28 -10%
CHA
1583
Carmichael Hill & Associates
Maryland
$65K -$4.15K -17 -6%
ZIG
1584
Zullo Investment Group
Pennsylvania
$62K -$21.7K -89 -27%
PGAM
1585
Princeton Global Asset Management
New Jersey
$62K +$4.88K +20 +9%
RTC
1586
Riverview Trust Company
Washington
$62K +$59.8K +245 New
AWM
1587
Accel Wealth Management
Iowa
$61K +$5.61K +23 +11%
MA
1588
Montag & Associates
Georgia
$59K – – –
HFA
1589
HC Financial Advisors
California
$59K +$244 +1 +0.4%
CDIA
1590
Capital Directions Investment Advisors
Georgia
$58K +$56.1K +230 New
SC
1591
Seldon Capital
California
$57K – – –
JSAM
1592
J. Safra Asset Management
New York
$55K – – –
TFO
1593
Tarbox Family Office
California
$53K -$27.8K -114 -35%
DHGWA
1594
Dixon Hughes Goodman Wealth Advisors
North Carolina
$51K +$2.44K +10 +5%
QC
1595
Quent Capital
New York
$51K +$29.5K +121 +146%
SQA
1596
Simon Quick Advisors
New Jersey
$50K -$154K -632 -76%
PWMG
1597
Prestige Wealth Management Group
New Jersey
$50K +$3.42K +14 +7%
IFS
1598
Intelligent Financial Strategies
Minnesota
$49K +$244 +1 +0.5%
KFP
1599
KB Financial Partners
New Jersey
$47K -$1.22K -5 -3%
LSA
1600
Lansing Street Advisors
Pennsylvania
$47K +$42.7K +175 New
62 63
64
65 66