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APD

Name Holding Trade Value Shares
Change 		Change in
Stake
BTWM
1026
Baker Tilly Wealth Management
Wisconsin
$405K +$418K +1,484 New
TIA
1027
Tiemann Investment Advisors
California
$404K -$4.22K -15 -1%
DAM
1028
Doheny Asset Management
California
$404K – – –
BPCE
1029
Bank Pictet & Cie (Europe)
Germany
$399K – – –
SCM
1030
Shelton Capital Management
Colorado
$398K -$16.3K -58 -4%
BMWM
1031
Brown Miller Wealth Management
Virginia
$398K +$411K +1,458 New
SIA
1032
SkyView Investment Advisors
New Jersey
$396K +$408K +1,450 New
AF
1033
Advisornet Financial
Minnesota
$395K -$2.54K -9 -0.6%
OC
1034
Oakworth Capital
Alabama
$395K – – –
NIM
1035
NuWave Investment Management
New Jersey
$395K +$231K +821 +132%
IFWM
1036
Institute for Wealth Management
Colorado
$394K +$38.3K +136 +10%
ASBI
1037
American State Bank (Iowa)
Iowa
$393K +$405K +1,439 New
BIC
1038
Beach Investment Counsel
Pennsylvania
$392K – – –
MMA
1039
Miracle Mile Advisors
California
$391K – – –
RT
1040
Rockland Trust
Massachusetts
$390K -$6.48K -23 -2%
CFFP
1041
Center for Financial Planning
Michigan
$389K +$28.2K +100 +8%
AB
1042
Atlas Brown
Kentucky
$388K – – –
PP
1043
PDT Partners
New York
$386K +$398K +1,413 New
VCA
1044
Verdence Capital Advisors
Maryland
$385K +$29K +103 +8%
LSAG
1045
Lake Street Advisors Group
New Hampshire
$382K -$20K -71 -5%
GLA
1046
Good Life Advisors
Pennsylvania
$380K +$29.6K +105 +8%
BB
1047
Busey Bank
Illinois
$378K -$15.5K -55 -4%
BMC
1048
Benin Management Corp
Connecticut
$378K – – –
CRIG
1049
Charter Research & Investment Group
Connecticut
$378K – – –
EMG
1050
ETF Managers Group
New Jersey
$377K -$266K -944 -40%
40 41
42
43 44