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AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
GA
1626
GoalVest Advisory
New York
$35K -$1.87K -10 -5%
FCT
1627
First Community Trust
Iowa
$35K – – –
TFF
1628
The Family Firm
Maryland
$34.8K +$33.5K +179 New
CIAS
1629
CBIZ Investment Advisory Services
Ohio
$34.1K -$11K -59 -25%
EA
1630
Emerald Advisers
Pennsylvania
$34K – – –
VWM
1631
Venturi Wealth Management
Texas
$33.7K -$52.3K -280 -62%
MFA
1632
McClarren Financial Advisors
Pennsylvania
$32K +$48.8K +261 +206%
RA
1633
Rational Advisors
New York
$31.5K -$2.62K -14 -8%
SC
1634
SouthState Corp
Florida
$31.3K -$34.2K -183 -53%
MSWM
1635
Mowery & Schoenfeld Wealth Management
Illinois
$30.5K +$29.3K +157 New
AFS
1636
Annapolis Financial Services
Maryland
$30.1K -$9.16K -49 -24%
LFG
1637
Larson Financial Group
Missouri
$29.6K -$9.35K -50 -25%
SN
1638
Sittner & Nelson
Oregon
$29.4K – – –
SWA
1639
SOA Wealth Advisors
New York
$29.2K – – –
HGA
1640
Hobbs Group Advisors
South Carolina
$28.6K +$27.5K +147 New
FMP
1641
Financial Management Professionals
Texas
$28K -$1.87K -10 -7%
FC
1642
Fairscale Capital
New Hampshire
$26.9K +$23.9K +128 New
RA
1643
Ransom Advisory
Rhode Island
$26.2K +$20.6K +110 +440%
AFG
1644
Albion Financial Group
Utah
$25.5K – – –
GIM
1645
Gold Investment Management
Alberta, Canada
$25.5K – – –
CC
1646
Cultivar Capital
Texas
$25.5K +$24.5K +131 New
NFSG
1647
Newbridge Financial Services Group
Florida
$25.3K -$7.85K -42 -24%
GC
1648
Gould Capital
Washington
$25.3K – – –
PWMG
1649
Private Wealth Management Group
New Jersey
$25.2K -$3.55K -19 -13%
BSB
1650
Bangor Savings Bank
Maine
$24.7K -$1.12K -6 -5%
64 65
66
67 68