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AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
BFO
1901
Biltmore Family Office
North Carolina
– -$297K -1,276 Closed
MFG
1902
Mainsail Financial Group
Washington
– -$279K -1,263 Closed
TNA
1903
True North Advisors
Texas
– -$283K -1,218 Closed
WWC
1904
Waypoint Wealth Counsel
Georgia
– -$283K -1,216 Closed
EB
1905
Emprise Bank
Kansas
– -$279K -1,198 Closed
BB
1906
Busey Bank
Illinois
– -$278K -1,194 Closed
SI
1907
Seeds Investor
New York
– -$276K -1,188 Closed
SCP
1908
Sivia Capital Partners
California
– -$274K -1,179 Closed
RWA
1909
River Wealth Advisors
Pennsylvania
– -$270K -1,159 Closed
CF
1910
Convergence Financial
Missouri
– -$268K -1,151 Closed
FMC
1911
First Merchants Corp
Indiana
– -$266K -1,143 Closed
KCFA
1912
Key Client Fiduciary Advisors
New Jersey
– -$265K -1,140 Closed
KOC
1913
Koss-Olinger Consulting
Florida
– -$264K -1,135 Closed
HWP
1914
Hibernia Wealth Partners
Louisiana
– -$262K -1,126 Closed
AWM
1915
Aviso Wealth Management
Washington
– -$262K -1,125 Closed
HIIFS
1916
Harel Insurance Investments & Financial Services
Israel
– -$262K -1,125 Closed
GC
1917
Grimes & Company
Massachusetts
– -$260K -1,119 Closed
GBWM
1918
Granite Bay Wealth Management
New Hampshire
– -$256K -1,100 Closed
LWA
1919
Lantern Wealth Advisors
New York
– -$256K -1,100 Closed
CC
1920
Callan Capital
California
– -$255K -1,096 Closed
MWM
1921
Meridian Wealth Management
Kentucky
– -$254K -1,093 Closed
SCI
1922
Silver Coast Investments
United States
– -$253K -1,087 Closed
DIM
1923
DLK Investment Management
California
– -$252K -1,085 Closed
RBC
1924
Romano Brothers & Co
Illinois
– -$252K -1,085 Closed
SIAG
1925
Signet Investment Advisory Group
Rhode Island
– -$252K -1,085 Closed
75 76
77
78 79