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AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
MSFP
1651
Mark Sheptoff Financial Planning
Connecticut
$10.8K -$14.9K -83 -56%
VWA
1652
VSM Wealth Advisory
Maryland
$10.8K – – –
GAAM
1653
Guinness Atkinson Asset Management
California
$10.8K +$1.26K +7 +12%
BFS
1654
Bare Financial Services
Pennsylvania
$10.5K +$2.88K +16 +33%
FA
1655
Financial Avengers
California
$10.1K +$180 +1 +2%
FCAS
1656
First Command Advisory Services
Texas
$9.88K -$540 -3 -5%
HFS
1657
Hughes Financial Services
Virginia
$9.81K +$3.06K +17 +40%
LWM
1658
Lodestone Wealth Management
Washington
$9.65K – – –
WA
1659
WPG Advisers
Maryland
$9.32K +$3.06K +17 +43%
DCM
1660
Davis Capital Management
Florida
$9K +$9.36K +52 +1,733%
1L
1661
10Elms LLP
Oklahoma
$8.22K – – –
WBC
1662
West Branch Capital
Massachusetts
$8.18K -$17.1K -95 -66%
FP
1663
Financial Perspectives
Minnesota
$8.18K – – –
ADL
1664
Asset Dedication LLC
California
$7.85K +$8.64K +48 New
CHC
1665
City Holding Co
West Virginia
$7.85K – – –
LAMC
1666
Longview Asset Management (California)
California
$7.69K – – –
BAM
1667
Bellevue Asset Management
Washington
$7.63K -$1.98K -11 -19%
W
1668
WealthCollab
Washington
$7.53K – – –
JWA
1669
JFS Wealth Advisors
Pennsylvania
$7.44K -$6.48K -36 -44%
GK
1670
Graney & King
New York
$7.41K -$23.4K -130 -74%
MAM
1671
Marquette Asset Management
Minnesota
$7.2K +$1.44K +8 +22%
CA
1672
Crewe Advisors
Utah
$7.2K +$5.4K +30 +214%
NWS
1673
Nvest Wealth Strategies
Ohio
$7.03K – – –
BIA
1674
Bell Investment Advisors
California
$6.87K -$10.1K -56 -57%
AI
1675
Atomic Invest
New York
$6.73K -$3.24K -18 -31%
65 66
67
68 69