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AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
1926
Segment Wealth Management
Texas
– -$200K -1,042 Closed
TW
1927
TritonPoint Wealth
Maryland
– -$201K -1,038 Closed
PPA
1928
Painted Porch Advisors
California
– -$124K -647 Closed
AAS
1929
Ameritas Advisory Services
Nebraska
– -$118K -611 Closed
RA
1930
Rise Advisors
New York
– -$108K -559 Closed
SIC
1931
Salem Investment Counselors
North Carolina
– -$67.9K -350 Closed
AAG
1932
Accordant Advisory Group
Maryland
– -$38.5K -200 Closed
CWM
1933
Crowley Wealth Management
Delaware
– -$38.5K -200 Closed
CCM
1934
Cloud Capital Management
Washington
– -$36K -186 Closed
FCT
1935
First Community Trust
Iowa
– -$34.6K -180 Closed
JWM
1936
JPL Wealth Management
Colorado
– -$23.5K -122 Closed
HFS
1937
Hopwood Financial Services
Virginia
– -$23.1K -120 Closed
HC
1938
Hurley Capital
New York
– -$22.7K -118 Closed
NC
1939
North Capital
Utah
– -$22.7K -118 Closed
BCM
1940
Berbice Capital Management
New York
– -$19.2K -100 Closed
MSG
1941
Main Street Group
Virginia
– -$15.4K -80 Closed
FLP
1942
Financial Life Planners
Arizona
– -$15K -78 Closed
HDIM
1943
Hanson & Doremus Investment Management
Vermont
– -$14K -73 Closed
TIM
1944
Tortoise Investment Management
New York
– -$13.8K -72 Closed
ACM
1945
Aster Capital Management
United Arab Emirates
– -$13.3K -69 Closed
KTC
1946
Kentucky Trust Company
Kentucky
– -$10K -52 Closed
MPW
1947
MASECO Private Wealth
– -$8.65K -45 Closed
NFSG
1948
Newbridge Financial Services Group
Florida
– -$8.65K -45 Closed
OWP
1949
ORG Wealth Partners
Texas
– -$8.27K -43 Closed
MAM
1950
Marquette Asset Management
Minnesota
– -$7.89K -41 Closed
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