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APD

Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
1026
Summit Wealth Partners
Florida
$410K – – –
RP
1027
Rowlandmiller & Partners
Georgia
$409K – – –
WPC
1028
Waters Parkerson & Co
Louisiana
$408K +$421K +1,495 New
WA
1029
Wealth Architects
California
$405K -$3.1K -11 -0.7%
ISL
1030
Ingalls & Snyder LLC
New York
$405K +$417K +1,482 New
BTWM
1031
Baker Tilly Wealth Management
Wisconsin
$405K +$418K +1,484 New
TIA
1032
Tiemann Investment Advisors
California
$404K -$4.22K -15 -1%
DAM
1033
Doheny Asset Management
California
$404K – – –
BPCE
1034
Bank Pictet & Cie (Europe)
Germany
$399K – – –
SCM
1035
Shelton Capital Management
Colorado
$398K -$16.3K -58 -4%
BMWM
1036
Brown Miller Wealth Management
Virginia
$398K +$411K +1,458 New
SIA
1037
SkyView Investment Advisors
New Jersey
$396K +$408K +1,450 New
AF
1038
Advisornet Financial
Minnesota
$395K -$2.54K -9 -0.6%
OC
1039
Oakworth Capital
Alabama
$395K – – –
NIM
1040
NuWave Investment Management
New Jersey
$395K +$231K +821 +132%
IFWM
1041
Institute for Wealth Management
Colorado
$394K +$38.3K +136 +10%
ASBI
1042
American State Bank (Iowa)
Iowa
$393K +$405K +1,439 New
BIC
1043
Beach Investment Counsel
Pennsylvania
$392K – – –
MMA
1044
Miracle Mile Advisors
California
$391K – – –
RT
1045
Rockland Trust
Massachusetts
$390K -$6.48K -23 -2%
CFFP
1046
Center for Financial Planning
Michigan
$389K +$28.2K +100 +8%
AB
1047
Atlas Brown
Kentucky
$388K – – –
PP
1048
PDT Partners
New York
$386K +$398K +1,413 New
VCA
1049
Verdence Capital Advisors
Maryland
$385K +$29K +103 +8%
LSAG
1050
Lake Street Advisors Group
New Hampshire
$382K -$20K -71 -5%
40 41
42
43 44