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APD

Name Holding Trade Value Shares
Change 		Change in
Stake
PCA
976
Pallas Capital Advisors
Massachusetts
$682K +$6.29K +23 +1%
MMA
977
Miracle Mile Advisors
California
$680K +$46.2K +169 +8%
KSWWM
978
Keyes Stange & Wooten Wealth Management
Florida
$679K -$33.1K -121 -5%
SWM
979
SeaCrest Wealth Management
New York
$679K -$102K -373 -13%
CIC
980
Carnegie Investment Counsel
Ohio
$679K -$105K -385 -14%
SR
981
Syntax Research
Florida
$678K +$105K +385 +19%
UAML
982
US Asset Management LLC
Pennsylvania
$678K – – –
FW
983
FullCircle Wealth
Texas
$677K +$427K +1,562 +197%
BBA
984
BLB&B Advisors
Pennsylvania
$675K +$10.9K +40 +2%
TIA
985
Traphagen Investment Advisors
New Jersey
$672K -$27.4K -100 -4%
GSB
986
Greenfield Savings Bank
Massachusetts
$670K – – –
TIM
987
Tevis Investment Management
Texas
$667K +$647K +2,365 New
ECM
988
Everence Capital Management
Indiana
$665K -$963K -3,520 -60%
BG
989
Bollard Group
Massachusetts
$665K +$4.38K +16 +0.7%
MWM
990
Mission Wealth Management
California
$660K -$6.02K -22 -0.9%
GWMR
991
GC Wealth Management RIA
Massachusetts
$656K +$276K +1,007 +76%
XT
992
XTX Topco
Cayman Islands
$654K +$635K +2,319 New
SCM
993
SCS Capital Management
Massachusetts
$650K +$30.1K +110 +5%
SCI
994
Stableford Capital II
Arizona
$649K -$288K -1,054 -33%
CWM
995
Connecticut Wealth Management
Connecticut
$648K -$24.1K -88 -4%
RMDI
996
R.M. Davis Inc
Maine
$648K +$19.7K +72 +3%
FPW
997
Flywheel Private Wealth
California
$647K -$13.7K -50 -2%
IAIM
998
International Assets Investment Management
Florida
$647K +$44.1K +161 +8%
MGIA
999
Moneta Group Investment Advisors
Missouri
$646K +$94.4K +345 +18%
ICP
1000
Impact Capital Partners
Colorado
$646K -$80.7K -295 -11%
38 39
40
41 42