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AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
WAS
1626
Winch Advisory Services
Wisconsin
$10K – – –
FP
1627
Financial Perspectives
Minnesota
$9.7K – – –
DI
1628
Disciplined Investments
Oklahoma
$9.5K – – –
LFG
1629
Larson Financial Group
Missouri
$9.41K -$7.43K -38 -44%
VNA
1630
Valley National Advisers
Pennsylvania
$9K – – –
CPG
1631
Cornerstone Planning Group
New Jersey
$8.73K +$8.8K +45 New
RFG
1632
RFP Financial Group
Georgia
$8.53K – – –
LWANC
1633
Laurel Wealth Advisors (North Carolina)
North Carolina
$8.34K – – –
GWSA
1634
Global Wealth Strategies & Associates
Colorado
$8.34K -$587 -3 -7%
ICM
1635
Intrepid Capital Management
Florida
$8.14K +$8.21K +42 New
IUHSA
1636
Itau Unibanco Holding S.A.
Brazil
$7.37K -$92.1K -471 -93%
QL
1637
Quarry LP
New York
$7.37K +$7.43K +38 New
SF
1638
Safeguard Financial
Wisconsin
$7K +$7.63K +39 New
WFA
1639
West Financial Advisors
Iowa
$6.98K +$7.04K +36 New
NCM
1640
Northwest Capital Management
Oregon
$6.4K +$6.45K +33 New
MWM
1641
Mascoma Wealth Management
New Hampshire
$6.28K -$28.9K -148 -81%
RCG
1642
Rock Creek Group
District of Columbia
$6.01K – – –
UCB
1643
United Community Bank
South Carolina
$6.01K – – –
TAIM
1644
TD Ameritrade Investment Management
Nebraska
$6K -$1.17K -6 -15%
FNBOSM
1645
First National Bank of South Miami
Florida
$5.82K – – –
CTA
1646
Colonial Trust Advisors
South Carolina
$5.24K -$391 -2 -7%
KFS
1647
Kelly Financial Services
Massachusetts
$4.66K – – –
OLVIG
1648
Oliver Lagore Vanvalin Investment Group
Michigan
$4.66K – – –
CIR
1649
Clear Investment Research
Georgia
$4.66K +$4.69K +24 New
IPW
1650
Impact Partnership Wealth
Georgia
$4.66K +$4.69K +24 New
64 65
66
67 68