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APA

Name Holding Trade Value Shares
Change 		Change in
Stake
HWA
601
Heritage Wealth Advisors
Virginia
$3.79K +$678 +29 +21%
OA
602
Operose Advisors
Wisconsin
$3.76K -$35.9K -1,537 -90%
IWP
603
IAG Wealth Partners
Wisconsin
$3.69K -$9.35K -400 -71%
MCM
604
MV Capital Management
Maryland
$3.67K -$1.45K -62 -28%
MTIC
605
Missouri Trust & Investment Company
Missouri
$3.46K +$3.51K +150 New
AWM
606
Activest Wealth Management
Florida
$3.3K +$70 +3 +2%
PMFA
607
Plante Moran Financial Advisors
Michigan
$3K – – –
CWP
608
Concord Wealth Partners
Virginia
$2.87K +$23 +1 +0.8%
SL
609
Salomon & Ludwin
Virginia
$2.86K – – –
MFT
610
Moisand Fitzgerald Tamayo
Florida
$2.84K – – –
CA
611
Continuum Advisory
Idaho
$2.61K +$2.64K +113 New
CPG
612
Cornerstone Planning Group
New Jersey
$2.46K +$2.45K +105 New
OP
613
ORG Partners
Indiana
$2.43K +$23 +1 +1%
HCM
614
Hollencrest Capital Management
California
$2.22K – – –
GBT
615
Grove Bank & Trust
Florida
$2.15K +$2.17K +93 New
ZB
616
Zions Bancorporation
Utah
$2.08K -$3.88K -166 -65%
GKIM
617
GW&K Investment Management
Massachusetts
$2K -$2.71K -116 -55%
POIA
618
Pin Oak Investment Advisors
Texas
$2K – – –
UIA
619
Ulland Investment Advisors
Minnesota
$2K – – –
1IA
620
1620 Investment Advisors
Massachusetts
$1.86K – – –
SWA
621
SOA Wealth Advisors
New York
$1.85K – – –
MCM
622
Manchester Capital Management
Vermont
$1.8K +$187 +8 +11%
HFS
623
Horizon Financial Services
North Carolina
$1.43K – – –
DPW
624
DiNuzzo Private Wealth
Pennsylvania
$1.39K +$1.07K +46 +329%
KLWA
625
Kelly Lawrence W & Associates
California
$1.39K – – –
23 24
25
26 27