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AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
KFP
1576
KB Financial Partners
New Jersey
$38K – – –
VF
1577
VitalStone Financial
Texas
$38K +$26.4K +126 New
MWM
1578
Mascoma Wealth Management
New Hampshire
$37.3K +$420 +2 +1%
FPB
1579
First PREMIER Bank
South Dakota
$37K – – –
FMP
1580
Financial Management Professionals
Texas
$37K +$22.4K +107 +149%
IWP
1581
IAG Wealth Partners
Wisconsin
$37K +$23.1K +110 +155%
ASBI
1582
American State Bank (Iowa)
Iowa
$36.8K – – –
GA
1583
GoalVest Advisory
New York
$36.8K – – –
LSA
1584
Lansing Street Advisors
Pennsylvania
$36.2K – – –
PMFA
1585
Plante Moran Financial Advisors
Michigan
$36.2K – – –
PH
1586
Pinnacle Holdings
Oklahoma
$36.2K +$37.1K +177 New
BLC
1587
Brown, Lisle/Cummings
Rhode Island
$32.7K – – –
PO
1588
Private Ocean
California
$32.5K +$2.1K +10 +7%
MFA
1589
McClarren Financial Advisors
Pennsylvania
$32K – – –
AAG
1590
Armstrong Advisory Group
Massachusetts
$31.7K -$2.1K -10 -6%
TIM
1591
Tortoise Investment Management
New York
$31.1K +$629 +3 +2%
FCMT
1592
Founders Capital Management (Texas)
Texas
$31K – – –
SN
1593
Sittner & Nelson
Oregon
$30.9K +$19.1K +91 +152%
OA
1594
Operose Advisors
Wisconsin
$30.7K – – –
TAM
1595
Tucker Asset Management
Colorado
$30.7K +$13K +62 +70%
IAIM
1596
Industrial Alliance Investment Management
Quebec, Canada
$30K -$3.27M -15,563 -99%
PGAM
1597
Princeton Global Asset Management
New Jersey
$28.1K +$210 +1 +0.7%
MA
1598
Montag & Associates
Georgia
$27.4K -$6.29K -30 -18%
CWC
1599
Carolinas Wealth Consulting
North Carolina
$27.2K +$3.36K +16 +14%
DCM
1600
Disciplina Capital Management
Tennessee
$27.2K -$2.94K -14 -10%
62 63
64
65 66