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AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
DCM
1626
Disciplina Capital Management
Tennessee
$37.1K +$251 +1 +0.7%
JWBC
1627
John W. Brooker & Co
California
$37K – – –
O
1628
Ossiam
France
$36K -$102K -408 -74%
GM
1629
GeoWealth Management
Illinois
$35K -$33.4K -133 -49%
JFA
1630
JNBA Financial Advisors
Minnesota
$34K +$6.27K +25 +23%
PMFA
1631
Plante Moran Financial Advisors
Michigan
$34K +$8.53K +34 +34%
BHWM
1632
Bay Harbor Wealth Management
Maryland
$33K -$10K -40 -24%
TFGT
1633
TS Financial Group (TSFG)
Illinois
$33K +$1K +4 +3%
DWP
1634
Destiny Wealth Partners
Florida
$33K +$4.52K +18 +16%
SIS
1635
Sound Income Strategies
Florida
$32K – – –
CWC
1636
Carolinas Wealth Consulting
North Carolina
$32K +$251 +1 +0.8%
BLC
1637
Brown, Lisle/Cummings
Rhode Island
$31.9K – – –
FMP
1638
Financial Management Professionals
Texas
$31K +$11.8K +47 +64%
EBA
1639
Eagle Bay Advisors
New York
$30.2K +$29.6K +118 New
BIA
1640
Bell Investment Advisors
California
$30K +$29.9K +119 New
PP
1641
Pacifica Partners
Canada
$29K -$7.28K -29 -20%
IFAM
1642
Institutional & Family Asset Management
Colorado
$29K – – –
CH
1643
Canton Hathaway
Rhode Island
$29K +$28.9K +115 New
AFG
1644
Albion Financial Group
Utah
$28K -$3.51K -14 -11%
AFS
1645
Annapolis Financial Services
Maryland
$28K – – –
EL
1646
EMFO LLC
Florida
$28K – – –
LWP
1647
Lumature Wealth Partners
Georgia
$27K -$17.6K -70 -40%
COCM
1648
Charter Oak Capital Management
New Hampshire
$26K – – –
FPFS
1649
First Personal Financial Services
North Carolina
$26K – – –
GCM
1650
Gables Capital Management
Florida
$26K – – –
64 65
66
67 68