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AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
CMP
1601
Coston McIsaac & Partners
Maine
$3K – – –
TVWM
1602
Tower View Wealth Management
Wisconsin
$3K – – –
OIA
1603
Optimum Investment Advisors
Illinois
$2.8K – – –
WPWM
1604
Western Pacific Wealth Management
Illinois
$2.8K – – –
TCA
1605
Trifecta Capital Advisors
Illinois
$2.63K – – –
MFT
1606
Moisand Fitzgerald Tamayo
Florida
$2.63K +$1.46K +8 +100%
LFA
1607
LGT Financial Advisors
Texas
$2.47K +$2.74K +15 New
NECFA
1608
New England Capital Financial Advisors
Connecticut
$2.42K – – –
TJHA
1609
Thomas J. Herzfeld Advisors
Florida
$2.3K – – –
BWAM
1610
Boyd Watterson Asset Management
Ohio
$2.14K – – –
ECM
1611
Estabrook Capital Management
New York
$2.14K – – –
MCM
1612
Magnolia Capital Management
New York
$2K – – –
CTB
1613
Country Trust Bank
Illinois
$1.81K – – –
NL
1614
NVWM LLC
Pennsylvania
$1.68K -$19.2K -105 -91%
AWA
1615
Authentikos Wealth Advisory
California
$1.65K +$1.83K +10 New
FSWA
1616
Financial Synergies Wealth Advisors
Texas
$1.48K +$548 +3 +50%
PCA
1617
Providence Capital Advisors
North Carolina
$1.32K +$1.46K +8 New
DWA
1618
Delos Wealth Advisors
Texas
$1.09K – – –
AW
1619
Avion Wealth
Texas
$1K -$1.1K -6 -35%
TFA
1620
Transamerica Financial Advisors
Florida
$1K – – –
VF
1621
VitalStone Financial
Texas
$1K +$548 +3 New
CAM
1622
ClariVest Asset Management
California
$1K +$913 +5 New
CFS
1623
CGC Financial Services
Oregon
$822 – – –
SIC
1624
SJS Investment Consulting
Ohio
$743 +$183 +1 +25%
CAS
1625
Coppell Advisory Solutions
Texas
$636 -$913 -5 -63%
63 64
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