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AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
AF
1601
Alerus Financial
North Dakota
$42.9K -$11.5K -55 -20%
CIAS
1602
CBIZ Investment Advisory Services
Ohio
$42.8K +$2.92K +14 +7%
AF
1603
Advisornet Financial
Minnesota
$42.6K +$1.25K +6 +3%
DAM
1604
Delta Asset Management
Tennessee
$40.8K – – –
AWM
1605
Accredited Wealth Management
Kentucky
$40.7K -$42.5K -204 -97%
BI
1606
Binnacle Investments
Iowa
$40.2K +$208 +1 +0.5%
SWP
1607
Strategic Wealth Partners
Ohio
$39.6K – – –
CG
1608
Curat Global
New Hampshire
$39.4K – – –
SWA
1609
SOA Wealth Advisors
New York
$39.4K +$11.5K +55 +37%
VWA
1610
Valued Wealth Advisors
Utah
$38.9K – – –
MSWM
1611
Mowery & Schoenfeld Wealth Management
Illinois
$38.8K -$38.5K -185 -48%
AAG
1612
Accordant Advisory Group
Maryland
$38.5K – – –
CWM
1613
Crowley Wealth Management
Delaware
$38.5K – – –
FC
1614
Fairscale Capital
New Hampshire
$38.4K – – –
C
1615
Covestor
United Kingdom
$38K +$5.21K +25 +15%
API
1616
Asset Planning Inc
California
$37.7K -$15K -72 -27%
MAM
1617
Meeder Asset Management
Ohio
$37.5K -$39.8K -191 -49%
CB
1618
Centennial Bank
Arkansas
$36.5K – – –
MLA
1619
MB, Levis & Associates
Pennsylvania
$36.5K – – –
CCM
1620
Cloud Capital Management
Washington
$36K +$38.8K +186 New
GWSA
1621
Global Wealth Strategies & Associates
Colorado
$35K – – –
CHC
1622
City Holding Co
West Virginia
$35K +$37.9K +182 New
MWPCG
1623
Measured Wealth Private Client Group
New Hampshire
$34.8K +$37.7K +181 New
FCT
1624
First Community Trust
Iowa
$34.6K – – –
GA
1625
GoalVest Advisory
New York
$34.6K – – –
63 64
65
66 67