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APD

Name Holding Trade Value Shares
Change 		Change in
Stake
RWP
1001
Revolve Wealth Partners
New Jersey
$481K -$16.5K -65 -3%
RIG
1002
RiverFront Investment Group
Virginia
$480K +$493K +1,943 New
CFFP
1003
Center for Financial Planning
Michigan
$478K -$16.7K -66 -3%
IWM
1004
IHT Wealth Management
Illinois
$478K -$251K -992 -34%
TWM
1005
Thrive Wealth Management
Pennsylvania
$473K -$15K -59 -3%
TW
1006
ticino wealth
California
$473K +$485K +1,915 New
FFA
1007
Founders Financial Alliance
North Carolina
$472K -$11.9K -47 -2%
MAM
1008
Mystic Asset Management
Rhode Island
$471K – – –
EHAM
1009
Eagle Harbor Asset Management
Washington
$470K -$47.7K -188 -9%
NAMI
1010
Nomura Asset Management International
Pennsylvania
$469K +$482K +1,900 New
AA
1011
Armis Advisers
Georgia
$469K +$423K +1,669 New
BRWA
1012
B. Riley Wealth Advisors
Florida
$465K +$98.4K +388 +26%
CFA
1013
Cahill Financial Advisors
Minnesota
$464K – – –
SAM
1014
Sequent Asset Management
Texas
$463K – – –
NAS
1015
Nicolet Advisory Services
Wisconsin
$462K -$138K -546 -24%
EWS
1016
Evergreen Wealth Solutions
Pennsylvania
$461K -$1.77K -7 -0.4%
GWMR
1017
GC Wealth Management RIA
Massachusetts
$459K -$468K -1,845 -50%
NRS
1018
Neville Rodie & Shaw
New York
$457K -$6.34K -25 -1%
CCC
1019
Chelsea Counsel Company
California
$456K -$250K -985 -35%
EBA
1020
Eagle Bay Advisors
New York
$454K -$33.2K -131 -7%
FNBOMD
1021
First National Bank of Mount Dora
Florida
$454K -$5.83K -23 -1%
BWM
1022
Bulltick Wealth Management
Florida
$452K – – –
CT
1023
Chicago Trust
Illinois
$450K -$20.3K -80 -4%
1IA
1024
1834 Investment Advisors
Wisconsin
$448K – – –
CFMC
1025
Curbstone Financial Management Corp
New Hampshire
$447K – – –
39 40
41
42 43