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AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
GAAM
1676
Guinness Atkinson Asset Management
California
$10.4K +$10.7K +59 New
LWM
1677
Lodestone Wealth Management
Washington
$10.4K +$10.7K +59 New
BAM
1678
Bellevue Asset Management
Washington
$9.92K – – –
BSB
1679
Bangor Savings Bank
Maine
$9.66K -$7.28K -40 -42%
PIS
1680
POM Investment Strategies
North Carolina
$9.3K +$9.64K +53 New
CI
1681
Clal Insurance
Israel
$9K -$28.2M -155,082 -100%
CTWM
1682
Cherry Tree Wealth Management
Minnesota
$8.96K – – –
MWM
1683
Mascoma Wealth Management
New Hampshire
$8.78K -$12.7K -70 -58%
FP
1684
Financial Perspectives
Minnesota
$8.78K – – –
MFT
1685
Moisand Fitzgerald Tamayo
Florida
$8.78K – – –
VR
1686
Vision Retirement
New Jersey
$8.78K +$9.1K +50 New
FMP
1687
Financial Management Professionals
Texas
$8.69K -$316K -1,734 -97%
LWANC
1688
Laurel Wealth Advisors (North Carolina)
North Carolina
$8.43K +$8.73K +48 New
CHC
1689
City Holding Co
West Virginia
$8.43K -$24.4K -134 -74%
AWM
1690
Abound Wealth Management
Tennessee
$8.26K -$16.9K -93 -66%
LAMC
1691
Longview Asset Management (California)
California
$8.25K – – –
W
1692
WealthCollab
Washington
$8.08K – – –
AFG
1693
Albion Financial Group
Utah
$8.08K +$2.18K +12 +35%
BFS
1694
Bare Financial Services
Pennsylvania
$8.08K +$364 +2 +5%
FPB
1695
First PREMIER Bank
South Dakota
$8K – – –
FUBT
1696
First United Bank & Trust
Maryland
$7.9K – – –
RTL
1697
Red Tortoise LLC
Georgia
$7.72K – – –
FFO
1698
Fortitude Family Office
Arizona
$7.55K -$6.37K -35 -45%
HFS
1699
Hughes Financial Services
Virginia
$7.37K – – –
CFM
1700
Cornerstone Financial Management
Massachusetts
$7.37K +$7.64K +42 New
66 67
68
69 70