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AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
JSAM
1626
J. Safra Asset Management
New York
$36K – – –
MLA
1627
MB, Levis & Associates
Pennsylvania
$34.8K – – –
SNB
1628
Security National Bank
Nebraska
$34.8K – – –
Q1WB
1629
Quest 10 Wealth Builders
Virginia
$33.7K +$38.1K +184 New
OA
1630
Operose Advisors
Wisconsin
$33.4K -$18.6K -90 -33%
FCT
1631
First Community Trust
Iowa
$33K – – –
GA
1632
GoalVest Advisory
New York
$33K – – –
JWA
1633
JFS Wealth Advisors
Pennsylvania
$33K – – –
PBK
1634
Peoples Bank (Kansas)
Kansas
$33K -$10.4K -50 -22%
EA
1635
Emerald Advisers
Pennsylvania
$32.1K – – –
TFM
1636
TFC Financial Management
Massachusetts
$31.9K +$207 +1 +0.6%
GK
1637
Graney & King
New York
$31.7K +$35.8K +173 New
OC
1638
Oakworth Capital
Alabama
$31.4K -$45.4K -219 -56%
MWA
1639
Medallion Wealth Advisors
Connecticut
$31.2K +$35.2K +170 New
CIAS
1640
CBIZ Investment Advisory Services
Ohio
$31.1K -$1.24K -6 -3%
MFA
1641
McClarren Financial Advisors
Pennsylvania
$31K +$207 +1 +0.6%
NFSG
1642
Newbridge Financial Services Group
Florida
$30.9K +$5.59K +27 +19%
RMP
1643
Richards, Merrill & Peterson
Washington
$30.3K +$34.2K +165 New
STB
1644
S&T Bank
Pennsylvania
$30.1K +$34K +164 New
MDA
1645
Minot DeBlois Advisors
Massachusetts
$29.3K +$33.2K +160 New
SN
1646
Sittner & Nelson
Oregon
$29.2K +$1.66K +8 +5%
CWM
1647
Consultiva Wealth Management
Puerto Rico
$29.2K +$32.9K +159 New
BCMLT
1648
Beacon Capital Management LLC (Tennessee)
Tennessee
$27.5K -$829 -4 -3%
SWA
1649
SOA Wealth Advisors
New York
$27.5K – – –
BIA
1650
Bell Investment Advisors
California
$27.1K +$5.39K +26 +21%
64 65
66
67 68