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AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
EFMH
1601
E Fund Management (HK)
Hong Kong
$65K +$65.7K +330 New
GFPC
1602
Global Financial Private Client
Florida
$62.9K – – –
DCBT
1603
Dakota Community Bank & Trust
North Dakota
$61.5K -$1.79K -9 -3%
AAP
1604
Arax Advisory Partners
Colorado
$60.5K +$8.76K +44 +17%
MA
1605
MCF Advisors
Kentucky
$58.3K -$31.9K -160 -35%
WBC
1606
West Branch Capital
Massachusetts
$58.3K -$5.18K -26 -8%
RTC
1607
Riverview Trust Company
Washington
$58.3K +$58.8K +295 New
ITIM
1608
Indiana Trust & Investment Management
Indiana
$57.3K +$5.58K +28 +11%
SHIM
1609
Stone House Investment Management
Pennsylvania
$56.3K -$25.5K -128 -31%
MCM
1610
MV Capital Management
Maryland
$55.9K – – –
MHR
1611
Matthew Hamilton Rosenberg
$55.4K -$19.9K -100 -26%
TH
1612
TCTC Holdings
Texas
$54.1K – – –
OAJ
1613
Ogorek Anthony Joseph
New York
$54K – – –
MSFP
1614
Mark Sheptoff Financial Planning
Connecticut
$53.9K – – –
CHA
1615
Carmichael Hill & Associates
Maryland
$51.4K +$1.59K +8 +3%
KA
1616
Kozak & Associates
Colorado
$51.2K -$5.78K -29 -10%
PMFA
1617
Plante Moran Financial Advisors
Michigan
$49.6K +$28.1K +141 +128%
RA
1618
Rise Advisors
New York
$49.4K +$49.8K +250 New
DMBA
1619
Deseret Mutual Benefit Administrators
Utah
$48.4K – – –
WPA
1620
West Paces Advisors
Georgia
$46K – – –
CIAS
1621
CBIZ Investment Advisory Services
Ohio
$46K +$46.4K +233 New
AAG
1622
Armstrong Advisory Group
Massachusetts
$45.4K – – –
CWC
1623
Carolinas Wealth Consulting
North Carolina
$45.3K +$199 +1 +0.4%
C
1624
Covestor
United Kingdom
$43K +$996 +5 +2%
SFA
1625
Semmax Financial Advisors
North Carolina
$42.9K +$44K +221 +2,009%
63 64
65
66 67