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AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
SMA
1801
Sage Mountain Advisors
Georgia
– -$692K -3,944 Closed
PFA
1802
Pathway Financial Advisers
Indiana
– -$679K -3,869 Closed
FPAS
1803
Focus Partners Advisor Solutions
Missouri
– -$674K -3,836 Closed
VGDSS
1804
VUB Generali dochodkova spravcovska spolocnost
– -$620K -3,534 Closed
JTWM
1805
Jackson Thornton Wealth Management
Alabama
– -$598K -3,403 Closed
OPOWM
1806
One Plus One Wealth Management
Florida
– -$550K -3,130 Closed
WWC
1807
Waypoint Wealth Counsel
Georgia
– -$525K -2,988 Closed
CIA
1808
Caerus Investment Advisors
Texas
– -$508K -2,895 Closed
KHCM
1809
Kirtland Hills Capital Management
Ohio
– -$488K -2,781 Closed
WA
1810
Waddell & Associates
Tennessee
– -$460K -2,618 Closed
BCM
1811
Bluefin Capital Management
New York
– -$439K -2,500 Closed
EWM
1812
Elmwood Wealth Management
California
– -$433K -2,465 Closed
WIM
1813
Warwick Investment Management
Texas
– -$428K -2,440 Closed
SHFP
1814
Second Half Financial Partners
Florida
– -$424K -2,414 Closed
DAS
1815
Diversify Advisory Services
Utah
– -$421K -2,292 Closed
CT
1816
Chicago Trust
Illinois
– -$393K -2,240 Closed
HKIMG
1817
Hutchens & Kramer Investment Management Group
Indiana
– -$387K -2,207 Closed
CA
1818
Cullinan Associates
Kentucky
– -$386K -2,200 Closed
PCM
1819
Prelude Capital Management
New York
– -$379K -2,160 Closed
CPA
1820
Capital Performance Advisors
California
– -$374K -2,127 Closed
MP
1821
McDonald Partners
Ohio
– -$359K -2,045 Closed
BCP
1822
Berkeley Capital Partners
Georgia
– -$351K -2,000 Closed
LCM
1823
Logan Capital Management
Pennsylvania
– -$360K -2,000 Closed
WIS
1824
Wright Investors Service
Connecticut
– -$342K -1,946 Closed
LAM
1825
LECAP Asset Management
United Kingdom
– -$335K -1,907 Closed
71 72
73
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