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AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
MHR
1601
Matthew Hamilton Rosenberg
$50.4K -$5.05K -27 -9%
KPP
1602
Kings Path Partners
Texas
$50.3K +$48.4K +259 New
RA
1603
Rise Advisors
New York
$49K +$374 +2 +0.8%
MWM
1604
Mascoma Wealth Management
New Hampshire
$46.5K +$38.3K +205 +603%
MAM
1605
Meeder Asset Management
Ohio
$46.1K +$44.3K +237 New
C
1606
Covestor
United Kingdom
$46K +$2.99K +16 +7%
ITIM
1607
Indiana Trust & Investment Management
Indiana
$45.7K -$10.3K -55 -19%
CWC
1608
Carolinas Wealth Consulting
North Carolina
$45.5K +$1.12K +6 +3%
WPA
1609
West Paces Advisors
Georgia
$45.3K – – –
HI
1610
Hoey Investments
Pennsylvania
$41.6K +$748 +4 +2%
DAM
1611
Delta Asset Management
Tennessee
$41.2K – – –
AAG
1612
Armstrong Advisory Group
Massachusetts
$41.1K +$187 +1 +0.5%
HNB
1613
Hilltop National Bank
Wyoming
$40.8K – – –
OA
1614
Operose Advisors
Wisconsin
$40.8K – – –
OC
1615
Oakworth Capital
Alabama
$40.8K +$2.62K +14 +7%
OW
1616
Olistico Wealth
Oklahoma
$40.7K +$39.3K +210 New
VWA
1617
Valued Wealth Advisors
Utah
$39.2K -$374 -2 -1%
BL
1618
BFSG LLC
California
$38.9K – – –
AAG
1619
Accordant Advisory Group
Maryland
$38.9K +$37.4K +200 New
JSAM
1620
J. Safra Asset Management
New York
$38.5K -$62.1K -332 -63%
IFAM
1621
Institutional & Family Asset Management
Colorado
$38.5K +$19.4K +104 +111%
VNA
1622
Valley National Advisers
Pennsylvania
$38K +$2.8K +15 +8%
MLA
1623
MB, Levis & Associates
Pennsylvania
$36.9K – – –
SNB
1624
Security National Bank
Nebraska
$36.9K – – –
JWA
1625
JFS Wealth Advisors
Pennsylvania
$35K -$561 -3 -2%
63 64
65
66 67