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AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
VWA
1701
VSM Wealth Advisory
Maryland
$12.1K +$13.7K +66 New
TFA
1702
Toth Financial Advisory
Virginia
$12K +$207 +1 +2%
FFL
1703
Financial Freedom LLC
Ohio
$11.6K – – –
CTWM
1704
Cherry Tree Wealth Management
Minnesota
$11.4K – – –
GWSA
1705
Global Wealth Strategies & Associates
Colorado
$11.4K – – –
HFS
1706
Hopwood Financial Services
Virginia
$11K +$12.4K +60 New
WA
1707
Whipplewood Advisors
Colorado
$11K +$12.4K +60 New
FA
1708
Financial Avengers
California
$10.7K – – –
BAM
1709
Bellevue Asset Management
Washington
$10K – – –
AW
1710
Avion Wealth
Texas
$10K -$414 -2 -4%
CSWM
1711
Cassady Schiller Wealth Management
Ohio
$9.9K +$8.7K +42 +350%
KTC
1712
Kentucky Trust Company
Kentucky
$9.54K +$10.8K +52 New
CWP
1713
Clark Wealth Partners
Illinois
$9.33K +$10.6K +51 New
FP
1714
Financial Perspectives
Minnesota
$9.17K – – –
LWA
1715
Lowe Wealth Advisors
Maryland
$9.17K – – –
LWANC
1716
Laurel Wealth Advisors (North Carolina)
North Carolina
$9.09K – – –
FPB
1717
First PREMIER Bank
South Dakota
$9K – – –
SIM
1718
Synergy Investment Management
Florida
$8.84K +$10.2K +49 New
T
1719
Transce3nd
Texas
$8.81K +$9.95K +48 New
LAMC
1720
Longview Asset Management (California)
California
$8.62K +$9.74K +47 New
W
1721
WealthCollab
Washington
$8.44K – – –
WWM
1722
Wolff Wiese Magana
California
$8.44K – – –
WOC
1723
West Oak Capital
California
$8.3K – – –
MCA
1724
Maryland Capital Advisors
Maryland
$8.25K +$9.32K +45 New
OC
1725
Oarsman Capital
Wisconsin
$8.25K – – –
67 68
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