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AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
WWM
1701
Wolff Wiese Magana
California
$8.94K -$257K -1,377 -97%
W
1702
WealthCollab
Washington
$8.94K – – –
PA
1703
PSI Advisors
Florida
$8.55K – – –
GWSA
1704
Global Wealth Strategies & Associates
Colorado
$8.36K – – –
VCM
1705
Versant Capital Management
Arizona
$8.36K – – –
DCM
1706
Davidson Capital Management
Texas
$7.97K +$1.31K +7 +21%
SL
1707
Salomon & Ludwin
Virginia
$7.19K -$12.1K -65 -64%
CFS
1708
CGC Financial Services
Oregon
$7.19K – – –
WFA
1709
West Financial Advisors
Iowa
$7K – – –
TAM
1710
Tucker Asset Management
Colorado
$6.8K -$16.1K -86 -71%
HFA
1711
Hershey Financial Advisers
Pennsylvania
$6.8K +$6.54K +35 New
UWS
1712
Unique Wealth Strategies
Illinois
$6.32K +$5.98K +32 New
FG
1713
Fairman Group
Pennsylvania
$6.27K – – –
WIM
1714
Westside Investment Management
California
$5.83K – – –
LWANC
1715
Laurel Wealth Advisors (North Carolina)
North Carolina
$5.75K – – –
AWM
1716
Activest Wealth Management
Florida
$5.64K – – –
FFO
1717
Fortitude Family Office
Arizona
$5.64K +$1.12K +6 +26%
CCA
1718
Criterion Capital Advisors
Tennessee
$5.05K – – –
GJIA
1719
Glass Jacobson Investment Advisors
Maryland
$5.05K – – –
KFP
1720
Keener Financial Planning
Texas
$5K – – –
SRCM
1721
Signature Resources Capital Management
California
$4.86K – – –
CIR
1722
Clear Investment Research
Georgia
$4.76K +$374 +2 +9%
CPG
1723
Cornerstone Planning Group
New Jersey
$4.75K +$2.43K +13 +163%
DPW
1724
DiNuzzo Private Wealth
Pennsylvania
$4.67K – – –
CP
1725
Castleview Partners
Texas
$4.67K -$325K -1,740 -99%
67 68
69
70 71