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AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
CFG
1826
Capital Financial Group
Colorado
– -$287K -1,662 Closed
SL
1827
Summitry LLC
California
– -$282K -1,636 Closed
HWP
1828
Hibernia Wealth Partners
Louisiana
– -$274K -1,585 Closed
RP
1829
Riverwater Partners
Wisconsin
– -$268K -1,552 Closed
DOA
1830
D'Orazio & Associates
Virginia
– -$264K -1,528 Closed
PTC
1831
Philadelphia Trust Company
Pennsylvania
– -$259K -1,503 Closed
AAMC
1832
Asset Allocation & Management Company
Illinois
– -$256K -1,482 Closed
IG
1833
IFS Group
Pennsylvania
– -$254K -1,470 Closed
MWM
1834
Modera Wealth Management
New Jersey
– -$251K -1,454 Closed
TWP
1835
Triad Wealth Partners
Kansas
– -$250K -1,449 Closed
AAB
1836
ABN AMRO Bank
Netherlands
– -$245K -1,412 Closed
CIA
1837
CCM Investment Advisers
South Carolina
– -$243K -1,410 Closed
BBI
1838
Baxter Bros Inc
Connecticut
– -$242K -1,400 Closed
MCWA
1839
Meadow Creek Wealth Advisors
Georgia
– -$240K -1,390 Closed
PFM
1840
Patton Fund Management
Texas
– -$236K -1,365 Closed
C
1841
Certuity
Florida
– -$233K -1,349 Closed
EW
1842
Evoke Wealth
California
– -$233K -1,349 Closed
AGA
1843
Accuvest Global Advisors
Utah
– -$231K -1,337 Closed
AWM
1844
Avior Wealth Management
Nebraska
– -$229K -1,326 Closed
OWM
1845
OneAscent Wealth Management
Alabama
– -$226K -1,307 Closed
PTP
1846
Platform Technology Partners
New York
– -$225K -1,305 Closed
BG
1847
Bahl & Gaynor
Ohio
– -$225K -1,301 Closed
OPCM
1848
Osborne Partners Capital Management
California
– -$224K -1,300 Closed
RIA
1849
Regal Investment Advisors
Michigan
– -$222K -1,287 Closed
KWA
1850
Kingswood Wealth Advisors
California
– -$221K -1,282 Closed
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74
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