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AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
OIA
1676
Optimum Investment Advisors
Illinois
$3.47K – – –
WPWM
1677
Western Pacific Wealth Management
Illinois
$3.47K – – –
TCA
1678
Trifecta Capital Advisors
Illinois
$3.27K – – –
BWL
1679
Bogart Wealth LLC
Virginia
$2.86K -$6.71K -32 -70%
TJHA
1680
Thomas J. Herzfeld Advisors
Florida
$2.86K -$2.94K -14 -50%
WWM
1681
Wolff Wiese Magana
California
$2.86K -$2.73K -13 -48%
BWAM
1682
Boyd Watterson Asset Management
Ohio
$2.66K – – –
ECM
1683
Estabrook Capital Management
New York
$2.66K – – –
GCM
1684
Gables Capital Management
Florida
$2.45K +$2.52K +12 New
CTB
1685
Country Trust Bank
Illinois
$2.25K +$839 +4 +57%
SC
1686
Stephens Consulting
Michigan
$2.04K -$3.57K -17 -63%
ARS
1687
Adirondack Retirement Specialists
New York
$2.04K – – –
MCM
1688
Magnolia Capital Management
New York
$2K – – –
MFT
1689
Moisand Fitzgerald Tamayo
Florida
$1.64K +$1.68K +8 New
RA
1690
Rise Advisors
New York
$1.58K – – –
RAM
1691
Riggs Asset Management
Pennsylvania
$1.43K -$1.47K -7 -50%
FCAS
1692
First Command Advisory Services
Texas
$1.43K +$1.47K +7 New
DWA
1693
Delos Wealth Advisors
Texas
$1.23K -$15.5K -74 -93%
TFA
1694
Transamerica Financial Advisors
Florida
$1K – – –
SWG
1695
Summit Wealth Group
Vermont
$1K +$26.7M +127,099 New
SIC
1696
SJS Investment Consulting
Ohio
$909 – – –
PA
1697
PSI Advisors
Florida
$613 – – –
SCA
1698
Stuart Chaussee & Associates
California
$613 – – –
GFWA
1699
Grey Fox Wealth Advisors
Delaware
$613 +$629 +3 New
UFF
1700
USA Financial Formulas
Michigan
$409 +$420 +2 New
66 67
68
69 70