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AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
CS
1901
Crescent Sterling
Louisiana
– -$301K -1,294 Closed
BFO
1902
Biltmore Family Office
North Carolina
– -$297K -1,276 Closed
MFG
1903
Mainsail Financial Group
Washington
– -$279K -1,263 Closed
TNA
1904
True North Advisors
Texas
– -$283K -1,218 Closed
WWC
1905
Waypoint Wealth Counsel
Georgia
– -$283K -1,216 Closed
EB
1906
Emprise Bank
Kansas
– -$279K -1,198 Closed
BB
1907
Busey Bank
Illinois
– -$278K -1,194 Closed
SI
1908
Seeds Investor
New York
– -$276K -1,188 Closed
SCP
1909
Sivia Capital Partners
California
– -$274K -1,179 Closed
RWA
1910
River Wealth Advisors
Pennsylvania
– -$270K -1,159 Closed
CF
1911
Convergence Financial
Missouri
– -$268K -1,151 Closed
FMC
1912
First Merchants Corp
Indiana
– -$266K -1,143 Closed
KCFA
1913
Key Client Fiduciary Advisors
New Jersey
– -$265K -1,140 Closed
KOC
1914
Koss-Olinger Consulting
Florida
– -$264K -1,135 Closed
HWP
1915
Hibernia Wealth Partners
Louisiana
– -$262K -1,126 Closed
AWM
1916
Aviso Wealth Management
Washington
– -$262K -1,125 Closed
HIIFS
1917
Harel Insurance Investments & Financial Services
Israel
– -$262K -1,125 Closed
GC
1918
Grimes & Company
Massachusetts
– -$260K -1,119 Closed
GBWM
1919
Granite Bay Wealth Management
New Hampshire
– -$256K -1,100 Closed
LWA
1920
Lantern Wealth Advisors
New York
– -$256K -1,100 Closed
CC
1921
Callan Capital
California
– -$255K -1,096 Closed
MWM
1922
Meridian Wealth Management
Kentucky
– -$254K -1,093 Closed
SCI
1923
Silver Coast Investments
United States
– -$253K -1,087 Closed
DIM
1924
DLK Investment Management
California
– -$252K -1,085 Closed
RBC
1925
Romano Brothers & Co
Illinois
– -$252K -1,085 Closed
75 76
77
78 79