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APD

Name Holding Trade Value Shares
Change 		Change in
Stake
SCA
1026
Stonebridge Capital Advisors
Minnesota
$587K -$4.94K -17 -0.8%
BRWM
1027
Blue Rock Wealth Management
North Carolina
$586K – – –
PWM
1028
Partnership Wealth Management
Maryland
$586K – – –
CFFP
1029
Center for Financial Planning
Michigan
$586K -$1.45K -5 -0.2%
MCM
1030
Magnolia Capital Management
New York
$586K -$11.6K -40 -2%
CCA
1031
Checchi Capital Advisers
California
$585K -$582 -2 -0.1%
RWP
1032
Revolve Wealth Partners
New Jersey
$585K +$2.62K +9 +0.5%
OWP
1033
ORG Wealth Partners
Texas
$582K -$35.8K -123 -6%
DWM
1034
Defined Wealth Management
Oregon
$580K -$582 -2 -0.1%
MC
1035
Middleton & Co
Massachusetts
$580K -$43.6K -150 -7%
TCM
1036
Tandem Capital Management
New Jersey
$579K +$144K +495 +33%
ABLA
1037
Alan B. Lancz & Associates
Ohio
$578K – – –
AA
1038
Armis Advisers
Georgia
$578K +$55K +189 +11%
TWPM
1039
Total Wealth Planning & Management
Florida
$577K +$15.4K +53 +3%
AAM
1040
AR Asset Management
California
$576K – – –
FHA
1041
Flagship Harbor Advisors
Massachusetts
$574K -$26.5K -91 -4%
KIG
1042
Kennedy Investment Group
New Jersey
$573K -$6.11K -21 -1%
EWM
1043
Empirical Wealth Management
Washington
$569K +$97.1K +334 +21%
ATS
1044
Ashton Thomas Securities
New York
$567K +$89.6K +308 +19%
CCC
1045
Chesapeake Capital Corp
Florida
$567K +$562K +1,934 New
AWA
1046
Aaron Wealth Advisors
Illinois
$561K +$224K +770 +67%
SIP
1047
Stoneridge Investment Partners
Pennsylvania
$558K +$550K +1,892 New
TWM
1048
Thrive Wealth Management
Pennsylvania
$557K -$7.85K -27 -1%
EWM
1049
EPG Wealth Management
Georgia
$553K -$27K -93 -5%
WSA
1050
Wealth Science Advisors
Georgia
$553K +$517K +1,779 +1,663%
40 41
42
43 44