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AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
CCWM
1876
Cassaday & Co Wealth Management
Virginia
– -$244K -1,106 Closed
AWE
1877
Avidian Wealth Enterprises
Texas
– -$242K -1,097 Closed
SAM
1878
Secure Asset Management
Michigan
– -$242K -1,095 Closed
LG
1879
LaFleur & Godfrey
Michigan
– -$241K -1,089 Closed
VC
1880
Veracity Capital
Georgia
– -$240K -1,088 Closed
SIM
1881
Stratos Investment Management
Ohio
– -$237K -1,073 Closed
MWM
1882
Meridian Wealth Management
Kentucky
– -$237K -1,071 Closed
SW
1883
SteelPeak Wealth
California
– -$235K -1,063 Closed
LIG
1884
Lokken Investment Group
Delaware
– -$233K -1,052 Closed
VA
1885
Valmark Advisers
Ohio
– -$233K -1,052 Closed
CPC
1886
Consolidated Planning Corp
Georgia
– -$232K -1,048 Closed
CPWA
1887
Cerro Pacific Wealth Advisors
California
– -$229K -1,036 Closed
EIP
1888
Ellis Investment Partners
Pennsylvania
– -$226K -1,022 Closed
BMWS
1889
Brady Martz Wealth Solutions
North Dakota
– -$225K -1,016 Closed
FCA
1890
FLC Capital Advisors
California
– -$223K -1,010 Closed
FFA
1891
Fortune Financial Advisors
Kansas
– -$223K -1,008 Closed
BMO
1892
Beck Mack & Oliver
New York
– -$221K -1,000 Closed
CI
1893
Corient IA
Florida
– -$221K -1,000 Closed
ICM
1894
IMS Capital Management
Oregon
– -$221K -1,000 Closed
C
1895
Certuity
Florida
– -$219K -992 Closed
BCG
1896
Breakwater Capital Group
New Jersey
– -$219K -989 Closed
CCP
1897
Cushing Capital Partners
Wisconsin
– -$218K -980 Closed
MA
1898
MJP Associates
Connecticut
– -$216K -979 Closed
TSW
1899
Thompson Siegel & Walmsley
Virginia
– -$216K -977 Closed
CFS
1900
Commonwealth Financial Services
West Virginia
– -$214K -968 Closed
74 75
76
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