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AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
ZIMP
1851
Zimmermann Investment Management & Planning
Pennsylvania
– -$255K -1,181 Closed
KOC
1852
Koss-Olinger Consulting
Florida
– -$254K -1,175 Closed
MFF
1853
Mango Five Family
Nevada
– -$248K -1,150 Closed
SAM
1854
Strategy Asset Managers
California
– -$247K -1,142 Closed
RBFC
1855
Roman Butler Fullerton & Co
Missouri
– -$224K -1,134 Closed
JWCA
1856
J.W. Coons Advisors
Ohio
– -$236K -1,091 Closed
LFA
1857
Legacy Financial Advisors
Kentucky
– -$235K -1,091 Closed
C
1858
Certuity
Florida
– -$235K -1,089 Closed
S
1859
Sunpointe
Missouri
– -$236K -1,086 Closed
FTIS
1860
First Trust Investment Solutions
Florida
– -$230K -1,067 Closed
JAG
1861
Journey Advisory Group
Kentucky
– -$230K -1,064 Closed
RPWA
1862
Regent Peak Wealth Advisors
Georgia
– -$228K -1,056 Closed
HCA
1863
Horan Capital Advisors
Ohio
– -$228K -1,054 Closed
MWM
1864
Meridian Wealth Management
Kentucky
– -$223K -1,035 Closed
FCA
1865
Fortis Capital Advisors
Kansas
– -$220K -1,018 Closed
HFP
1866
Holistic Financial Partners
Indiana
– -$220K -1,018 Closed
CWM
1867
Connecticut Wealth Management
Connecticut
– -$218K -1,008 Closed
SCI
1868
Silver Coast Investments
United States
– -$217K -1,007 Closed
CFG
1869
Carr Financial Group
Massachusetts
– -$217K -1,005 Closed
FFA
1870
Fortune Financial Advisors
Kansas
– -$216K -1,001 Closed
HCMG
1871
Howard Capital Management Group
California
– -$216K -1,000 Closed
ICM
1872
IMS Capital Management
Oregon
– -$216K -1,000 Closed
ST
1873
Sabal Trust
Florida
– -$216K -1,000 Closed
WFS
1874
Widmann Financial Services
Maryland
– -$216K -1,000 Closed
EWM
1875
Empirical Wealth Management
Washington
– -$215K -998 Closed
73 74
75
76 77