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AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
1751
Dogwood Wealth Management
Kansas
$5K -$8.13K -39 -60%
KFP
1752
Keener Financial Planning
Texas
$5K – – –
DPW
1753
DiNuzzo Private Wealth
Pennsylvania
$4.89K – – –
CIR
1754
Clear Investment Research
Georgia
$4.81K +$208 +1 +4%
CWM
1755
Copia Wealth Management
Oregon
$4.81K – – –
MDA
1756
Minot DeBlois Advisors
Massachusetts
$4.81K – – –
MAFA
1757
MJT & Associates Financial Advisory
Minnesota
$4.81K +$1.67K +8 +47%
WA
1758
WPG Advisers
Maryland
$4.62K – – –
TFM
1759
TFC Financial Management
Massachusetts
$4.42K – – –
TWD
1760
True Wealth Design
Ohio
$4.39K -$1.88K -9 -28%
HHGA
1761
Halbert Hargrove Global Advisors
California
$4.23K +$4.58K +22 New
ETS
1762
ESL Trust Services
New York
$4.04K +$4.38K +21 New
CWP
1763
Clark Wealth Partners
Illinois
$3.86K -$5.83K -28 -56%
JFG
1764
JDM Financial Group
Texas
$3.85K – – –
RWA
1765
Redmont Wealth Advisors
Illinois
$3.85K – – –
CFS
1766
Compass Financial Services
Iowa
$3.46K – – –
AIP
1767
Alexis Investment Partners
Texas
$3.46K +$3.75K +18 New
WWA
1768
Wealth Watch Advisors
Colorado
$3.46K +$3.75K +18 New
PWA
1769
Principia Wealth Advisory
Texas
$3.27K -$833 -4 -19%
NL
1770
NVWM LLC
Pennsylvania
$3.26K -$833 -4 -19%
TCA
1771
Trifecta Capital Advisors
Illinois
$3.08K – – –
TWM
1772
Tripletail Wealth Management
Florida
$2.96K +$3.33K +16 New
UCB
1773
United Community Bank
South Carolina
$2.88K -$7.29K -35 -70%
TCB
1774
Texas Capital Bancshares
Texas
$2.88K +$3.13K +15 New
KA
1775
Kozak & Associates
Colorado
$2.65K -$53.5K -257 -94%
69 70
71
72 73