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AMX

Name Holding Trade Value Shares
Change 		Change in
Stake
PPWM
226
PFG Private Wealth Management
Florida
$40.2K -$39.1K -1,908 -50%
TRCT
227
Tower Research Capital (TRC)
New York
$39K +$35.9K +1,753 +1,425%
BWM
228
Baystate Wealth Management
Massachusetts
$36.7K – – –
FFL
229
Financial Freedom LLC
Ohio
$32.8K – – –
MA
230
Montag & Associates
Georgia
$31.6K – – –
PO
231
Private Ocean
California
$29.9K -$21 -1 -0.1%
AF
232
Allworth Financial
California
$29.5K +$718 +35 +3%
MHR
233
Matthew Hamilton Rosenberg
$28.7K -$7.83K -382 -22%
CSPIA
234
Cary Street Partners Investment Advisory
Virginia
$28.7K -$697 -34 -2%
WTA
235
Washington Trust Advisors
Massachusetts
$25.3K – – –
HPC
236
HM Payson & Co
Maine
$25.1K – – –
JEST
237
JTC Employer Solutions Trustee
Jersey
$22K – – –
OIA
238
Optimum Investment Advisors
Illinois
$21.9K – – –
BF
239
BOK Financial
Oklahoma
$17.8K +$17.3K +845 New
TCOV
240
Trust Company of Vermont
Vermont
$17.2K – – –
VCM
241
Versant Capital Management
Arizona
$16.9K +$1.13K +55 +7%
SWA
242
SOA Wealth Advisors
New York
$16.5K – – –
EWA
243
EverSource Wealth Advisors
Alabama
$15.9K -$9.66K -471 -38%
MMG
244
Monetary Management Group
Missouri
$15.8K – – –
CM
245
Cornerstone Management
Georgia
$14.7K – – –
BAM
246
Belpointe Asset Management
Nevada
$12.6K – – –
FMB
247
Field & Main Bank
Kentucky
$12.6K – – –
JWM
248
Janiczek Wealth Management
Colorado
$12K – – –
EBA
249
Eagle Bay Advisors
New York
$11.6K -$882 -43 -7%
JWA
250
JFS Wealth Advisors
Pennsylvania
$10.4K +$615 +30 +6%
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