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AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
DWS
1676
Dynamic Wealth Strategies
California
$15K – – –
PO
1677
Private Ocean
California
$14K – – –
TCM
1678
Tradewinds Capital Management
Washington
$14K – – –
FPFS
1679
First Personal Financial Services
North Carolina
$14K – – –
PP
1680
Pacifica Partners
Canada
$13.8K -$3.74K -20 -22%
PG
1681
Proffitt & Goodson
Tennessee
$13.8K – – –
SA
1682
Scarborough Advisors
Maryland
$13.8K +$374 +2 +3%
PCFFS
1683
Pacific Center for Financial Services
California
$13.6K – – –
BC
1684
Barrett & Company
Rhode Island
$13.4K – – –
WAM
1685
WFA Asset Management
Wisconsin
$13K +$187 +1 +2%
IGWM
1686
ICA Group Wealth Management
Colorado
$12.6K -$117K -626 -91%
TFA
1687
Toth Financial Advisory
Virginia
$12.6K +$187 +1 +2%
PGAM
1688
Princeton Global Asset Management
New Jersey
$12.4K -$14.6K -78 -55%
FFL
1689
Financial Freedom LLC
Ohio
$12.2K – – –
CTWM
1690
Cherry Tree Wealth Management
Minnesota
$12.1K – – –
CAS
1691
Coppell Advisory Solutions
Texas
$10.7K +$10.3K +55 New
NAAA
1692
New Age Alpha Advisors
New York
$10.5K +$10.1K +54 New
BAM
1693
Bellevue Asset Management
Washington
$10.5K – – –
4FG
1694
4Thought Financial Group
New York
$10.1K – – –
DSC
1695
Duncker Streett & Co
Missouri
$10.1K – – –
CTA
1696
Colonial Trust Advisors
South Carolina
$10.1K +$5.23K +28 +117%
AW
1697
Avion Wealth
Texas
$10K +$3.92K +21 +68%
WIA
1698
Wetzel Investment Advisors
Indiana
$9.88K +$9.35K +50 New
FP
1699
Financial Perspectives
Minnesota
$9.72K – – –
VWM
1700
Valley Wealth Managers
New Jersey
$9.72K +$9.35K +50 New
66 67
68
69 70