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APA

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
601
Stephens Consulting
Michigan
$842 +$798 +46 New
LI
602
LRI Investments
Florida
$786 -$32.7K -1,886 -98%
WCM
603
WealthTrak Capital Management
Virginia
$732 +$607 +35 +700%
AWM
604
Abound Wealth Management
Tennessee
$714 +$676 +39 New
PWA
605
Principia Wealth Advisory
Texas
$677 +$642 +37 New
SC
606
Swan Capital
Florida
$567 – – –
SFCL
607
Strengthening Families & Communities LLC
Massachusetts
$567 +$538 +31 New
CPG
608
Cornerstone Planning Group
New Jersey
$558 -$260 -15 -33%
EWA
609
EQ Wealth Advisors
Texas
$549 – – –
QWM
610
Quaker Wealth Management
New Jersey
$549 +$520 +30 New
SIS
611
Sound Income Strategies
Florida
$549 +$520 +30 New
CTC
612
Central Trust Company
Missouri
$458 +$399 +23 +1,150%
DCP
613
Distillate Capital Partners
Illinois
$329 – – –
ACA
614
American Capital Advisory
Idaho
$311 +$295 +17 New
DF
615
Dunhill Financial
United Kingdom
$215 -$902 -52 -83%
BCM
616
Boreal Capital Management
Florida
$182 +$173 +10 New
VWA
617
Valued Wealth Advisors
Utah
$114 – – –
HIA
618
HFM Investment Advisors
New Jersey
$110 +$17 +1 +20%
CIAM
619
Caitong International Asset Management
Hong Kong
$91 +$87 +5 New
BHWM
620
Bay Harbor Wealth Management
Maryland
$73 +$69 +4 New
JWA
621
JFS Wealth Advisors
Pennsylvania
$37 -$52 -3 -60%
CIA
622
Cape Investment Advisory
Georgia
$37 – – –
CA
623
Crewe Advisors
Utah
$37 – – –
TIM
624
Tortoise Investment Management
New York
$37 – – –
KA
625
Kozak & Associates
Colorado
$10 +$17 +1 New
23 24
25
26 27