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AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
IAS
1576
IMA Advisory Services
Colorado
$31K – – –
SC
1577
Steph & Co
Wisconsin
$30.9K +$14.9K +82 +87%
GK
1578
Graney & King
New York
$30.6K – – –
WIM
1579
Westside Investment Management
California
$30.4K +$910 +5 +3%
CH
1580
Cromwell Holdings
Wyoming
$30.1K -$102K -560 -77%
RBC
1581
Roble Belko & Company
Pennsylvania
$30K +$30.9K +170 New
LAS
1582
Lloyd Advisory Services
Georgia
$29.7K +$30.8K +169 New
BIA
1583
Bell Investment Advisors
California
$29.5K +$6K +33 +24%
AWA
1584
Acumen Wealth Advisors
Tennessee
$29.2K +$30K +165 New
GWSA
1585
Global Wealth Strategies & Associates
Colorado
$28.6K -$3.46K -19 -10%
CFD
1586
Creative Financial Designs
Indiana
$28.6K -$364 -2 -1%
CH
1587
CDKV Holdings
Colorado
$28.3K +$29.3K +161 New
STB
1588
S&T Bank
Pennsylvania
$28.1K -$2.18K -12 -7%
CWM
1589
Consultiva Wealth Management
Puerto Rico
$27.9K – – –
HIW
1590
Holos Integrated Wealth
Pennsylvania
$27.4K – – –
HNW
1591
High Note Wealth
Minnesota
$26.7K +$4.73K +26 +21%
SWA
1592
SOA Wealth Advisors
New York
$26.4K -$10K -55 -27%
HI
1593
Hoey Investments
Pennsylvania
$26.3K -$54.6K -300 -67%
AP
1594
Atwood & Palmer
Missouri
$26.3K – – –
OA
1595
Operose Advisors
Wisconsin
$26.3K – – –
PMFA
1596
Plante Moran Financial Advisors
Michigan
$26.3K – – –
SNB
1597
Security National Bank
Nebraska
$26.3K – – –
MSFP
1598
Mark Sheptoff Financial Planning
Connecticut
$26.2K – – –
DCBT
1599
Dakota Community Bank & Trust
North Dakota
$26K – – –
WBC
1600
West Branch Capital
Massachusetts
$25.5K – – –
62 63
64
65 66