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AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
AA
1676
Addison Advisors
Vermont
$6.71K +$720 +4 +11%
BCM
1677
Boreal Capital Management
Florida
$6.61K – – –
BC
1678
Barrett & Company
Rhode Island
$6.38K – – –
DSC
1679
Duncker Streett & Co
Missouri
$6.38K – – –
PWA
1680
Principia Wealth Advisory
Texas
$6.38K +$1.44K +8 +26%
CTWM
1681
Cherry Tree Wealth Management
Minnesota
$6.22K -$2.34K -13 -25%
EWM
1682
Evolution Wealth Management
Florida
$6.22K +$6.84K +38 New
PP
1683
PFS Partners
New Jersey
$6.11K – – –
CI
1684
Clal Insurance
Israel
$6K -$2.7K -15 -29%
CWP
1685
Clark Wealth Partners
Illinois
$5.95K -$360 -2 -5%
SC
1686
Swan Capital
Florida
$5.89K – – –
MAFA
1687
MJT & Associates Financial Advisory
Minnesota
$5.89K +$2.34K +13 +57%
AEPWM
1688
Atlantic Edge Private Wealth Management
Florida
$5.72K – – –
NL
1689
NorthAvenue LLC
Ohio
$5.3K +$540 +3 +10%
AF
1690
Alerus Financial
North Dakota
$5.23K – – –
CFS
1691
CGC Financial Services
Oregon
$5.23K – – –
NECFA
1692
New England Capital Financial Advisors
Connecticut
$5.02K – – –
HIW
1693
Holos Integrated Wealth
Pennsylvania
$4.63K -$23.2K -129 -82%
HIA
1694
HFM Investment Advisors
New Jersey
$4.42K – – –
ITIM
1695
Indiana Trust & Investment Management
Indiana
$4.42K – – –
MIM
1696
Marshall Investment Management
Colorado
$4.42K +$4.86K +27 New
HFG
1697
Harborfront Financial Group
Michigan
$4.29K +$4.68K +26 New
SVCP
1698
Silicon Valley Capital Partners
California
$4.1K – – –
CMA
1699
Cedar Mountain Advisors
Oregon
$4.09K – – –
CWM
1700
Copia Wealth Management
Oregon
$4.09K – – –
66 67
68
69 70