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AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
HFS
1701
Heritage Financial Services
Massachusetts
$10K +$10.5K +42 New
CWM
1702
Cedar Wealth Management
California
$9K – – –
CTB
1703
Country Trust Bank
Illinois
$9K – – –
NWM
1704
Navigation Wealth Management
Colorado
$9K – – –
VCM
1705
Versant Capital Management
Arizona
$9K +$502 +2 +6%
OLVIG
1706
Oliver Lagore Vanvalin Investment Group
Michigan
$9K +$1.51K +6 +21%
WOSD
1707
WFA of San Diego
California
$9K +$8.53K +34 New
FNBOSM
1708
First National Bank of South Miami
Florida
$8K – – –
UCB
1709
United Community Bank
South Carolina
$7.92K – – –
VRM
1710
Vectors Research Management
New York
$7K -$3.26K -13 -32%
PFA
1711
Professional Financial Advisors
Nebraska
$7K -$1K -4 -13%
AWM
1712
Activest Wealth Management
Florida
$7K – – –
CCM
1713
Cribstone Capital Management
Maine
$7K +$6.78K +27 New
SC
1714
Stephens Consulting
Michigan
$6.9K – – –
KFS
1715
Kelly Financial Services
Massachusetts
$6.13K – – –
ST
1716
Sageworth Trust
Pennsylvania
$6K -$15.6K -62 -71%
SC
1717
Sierra Capital
Florida
$6K -$10.5K -42 -64%
ACM
1718
AUA Capital Management
Pennsylvania
$5K – – –
CWM
1719
CarsonAllaria Wealth Management
Illinois
$5K – – –
FMTCOCP
1720
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$5K – – –
DC
1721
Darrow Company
Massachusetts
$5K +$4.77K +19 New
CMP
1722
Coston McIsaac & Partners
Maine
$5K +$5.27K +21 New
RAM
1723
Riggs Asset Management
Pennsylvania
$4K – – –
AW
1724
Avion Wealth
Texas
$4K +$3.51K +14 New
TWP
1725
TFO Wealth Partners
Ohio
$4K +$3.51K +14 New
67 68
69
70 71