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AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
1601
Sherman Asset Management
California
$95.5K – – –
AWM
1602
AllSquare Wealth Management
New York
$94.7K – – –
HCP
1603
Hexagon Capital Partners
Arkansas
$93.6K – – –
PWMA
1604
Pension & Wealth Management Advisors
Massachusetts
$91.6K – – –
DWS
1605
Dynamic Wealth Strategies
California
$90.5K +$81.6K +416 New
OWA
1606
Opal Wealth Advisors
New York
$89.4K +$80.6K +411 New
SC
1607
SouthState Corp
Florida
$89.1K +$66.1K +337 +468%
ACA
1608
Atlas Capital Advisors
Wyoming
$87K -$177K -900 -69%
SIC
1609
Salem Investment Counselors
North Carolina
$86K -$4.71K -24 -6%
FWM
1610
FSA Wealth Management
Massachusetts
$84.7K +$1.37K +7 +2%
AWM
1611
Atticus Wealth Management
Florida
$84.7K -$17.5K -89 -19%
MSWM
1612
Mowery & Schoenfeld Wealth Management
Illinois
$84.2K – – –
SCM
1613
Silvant Capital Management
Georgia
$83.1K – – –
CTA
1614
Colonial Trust Advisors
South Carolina
$82K +$68.7K +350 +1,296%
TH
1615
TCTC Holdings
Texas
$81.4K +$10K +51 +16%
TLA
1616
Tanglewood Legacy Advisors
Texas
$80.9K – – –
CM
1617
Capula Management
Cayman Islands
$80.5K +$72.6K +370 New
GSWM
1618
Golden State Wealth Management
California
$80.5K +$13.5K +69 +23%
OAJ
1619
Ogorek Anthony Joseph
New York
$80K +$20.6K +105 +40%
AG
1620
AmeriFlex Group
Nevada
$79.9K +$4.71K +24 +7%
OSNBOA
1621
Old Second National Bank of Aurora
Illinois
$76.2K -$4.51K -23 -6%
ME
1622
McIlrath & Eck
Washington
$75.1K -$6.08K -31 -8%
C
1623
Covestor
United Kingdom
$75K -$16.1K -82 -19%
BFPW
1624
BOK Financial Private Wealth
Colorado
$72.5K – – –
GFPC
1625
Global Financial Private Client
Florida
$70.9K – – –
63 64
65
66 67