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APD

Name Holding Trade Value Shares
Change 		Change in
Stake
PWMG
876
Prestige Wealth Management Group
New Jersey
$442K +$400K +1,751 +2,216%
APW
877
Acima Private Wealth
Virginia
$441K – – –
SBSB
878
Sullivan, Bruyette, Speros & Blaney
Virginia
$440K +$13.9K +61 +3%
ISWM
879
Independent Solutions Wealth Management
New York
$438K +$414K +1,814 New
ARTA
880
A.R.T. Advisors
New York
$437K +$413K +1,810 New
WIA
881
Westbourne Investment Advisors
Maryland
$435K – – –
WAM
882
Westport Asset Management
Connecticut
$435K – – –
BAM
883
Beaumont Asset Management
Texas
$435K +$147K +643 +55%
VLC
884
Van Leeuwen & Company
New Jersey
$433K +$409K +1,793 New
PCG
885
Private Capital Group
Connecticut
$432K +$21.7K +95 +6%
CFMC
886
Curbstone Financial Management Corp
New Hampshire
$431K +$407K +1,784 New
GWM
887
Geneos Wealth Management
Colorado
$424K -$7.08K -31 -2%
EWA
888
EP Wealth Advisors
California
$421K -$397K -1,738 Closed
WCM
889
Windward Capital Management
California
$419K -$4.11K -18 -1%
MCM
890
Maple Capital Management
Vermont
$417K -$17.8K -78 -4%
O
891
Ossiam
France
$413K -$5.39M -23,622 -93%
CFD
892
Creative Financial Designs
Indiana
$413K +$74K +324 +23%
FNT
893
First National Trust
Pennsylvania
$411K -$228 -1 -0.1%
WANY
894
Wealthspire Advisors (New York)
New York
$410K -$151K -661 -28%
TCM
895
Tufton Capital Management
Maryland
$410K – – –
CCM
896
Compton Capital Management
Rhode Island
$409K – – –
P
897
Pitcairn
Pennsylvania
$406K +$52.5K +230 +16%
ATPW
898
Ashton Thomas Private Wealth
Arizona
$404K +$8.22K +36 +2%
SSW
899
Smith Shellnut Wilson
Mississippi
$398K – – –
GAM
900
Gotham Asset Management
New York
$398K +$376K +1,649 New
34 35
36
37 38