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AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
CIAS
1601
CBIZ Investment Advisory Services
Ohio
$42.8K +$2.92K +14 +7%
AF
1602
Advisornet Financial
Minnesota
$42.6K +$1.25K +6 +3%
DAM
1603
Delta Asset Management
Tennessee
$40.8K – – –
AWM
1604
Accredited Wealth Management
Kentucky
$40.7K -$42.5K -204 -97%
BI
1605
Binnacle Investments
Iowa
$40.2K +$208 +1 +0.5%
SWP
1606
Strategic Wealth Partners
Ohio
$39.6K – – –
CG
1607
Curat Global
New Hampshire
$39.4K – – –
SWA
1608
SOA Wealth Advisors
New York
$39.4K +$11.5K +55 +37%
VWA
1609
Valued Wealth Advisors
Utah
$38.9K – – –
MSWM
1610
Mowery & Schoenfeld Wealth Management
Illinois
$38.8K -$38.5K -185 -48%
AAG
1611
Accordant Advisory Group
Maryland
$38.5K – – –
CWM
1612
Crowley Wealth Management
Delaware
$38.5K – – –
FC
1613
Fairscale Capital
New Hampshire
$38.4K – – –
C
1614
Covestor
United Kingdom
$38K +$5.21K +25 +15%
API
1615
Asset Planning Inc
California
$37.7K -$15K -72 -27%
MAM
1616
Meeder Asset Management
Ohio
$37.5K -$39.8K -191 -49%
CB
1617
Centennial Bank
Arkansas
$36.5K – – –
MLA
1618
MB, Levis & Associates
Pennsylvania
$36.5K – – –
CCM
1619
Cloud Capital Management
Washington
$36K +$38.8K +186 New
GWSA
1620
Global Wealth Strategies & Associates
Colorado
$35K – – –
CHC
1621
City Holding Co
West Virginia
$35K +$37.9K +182 New
MWPCG
1622
Measured Wealth Private Client Group
New Hampshire
$34.8K +$37.7K +181 New
FCT
1623
First Community Trust
Iowa
$34.6K – – –
GA
1624
GoalVest Advisory
New York
$34.6K – – –
Q1WB
1625
Quest 10 Wealth Builders
Virginia
$34.5K – – –
63 64
65
66 67