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APD

Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
1026
Defined Wealth Management
Oregon
$543K +$1.16K +4 +0.2%
SMA
1027
Sage Mountain Advisors
Georgia
$539K +$58.8K +203 +11%
CWA
1028
CM Wealth Advisors
Ohio
$539K +$1.74K +6 +0.3%
WPC
1029
Wedmont Private Capital
Pennsylvania
$539K +$43.4K +150 +8%
TWM
1030
Thrive Wealth Management
Pennsylvania
$538K +$1.74K +6 +0.3%
ABLA
1031
Alan B. Lancz & Associates
Ohio
$538K – – –
EBA
1032
Eagle Bay Advisors
New York
$537K -$54.7K -189 -9%
RW
1033
Rede Wealth
Virginia
$537K +$570K +1,969 New
SMH
1034
Sanders Morris Harris
Texas
$536K – – –
TBT
1035
Texas Bank & Trust
Texas
$535K +$66.6K +230 +13%
FFA
1036
Founders Financial Alliance
North Carolina
$534K -$11.3K -39 -2%
TC
1037
TownSquare Capital
Utah
$532K -$587K -2,027 -51%
EWM
1038
EPG Wealth Management
Georgia
$523K +$31.6K +109 +6%
SB
1039
SIG Brokerage
New York
$522K +$554K +1,915 New
MAM
1040
Mystic Asset Management
Rhode Island
$520K +$579 +2 +0.1%
LFAS
1041
Level Four Advisory Services
Texas
$518K +$21.4K +74 +4%
CT
1042
Chicago Trust
Illinois
$518K +$579 +2 +0.1%
IC
1043
IEQ Capital
California
$518K +$101K +350 +23%
3IP
1044
3Chopt Investment Partners
Virginia
$514K -$34.4K -119 -6%
ADL
1045
Asset Dedication LLC
California
$514K -$11.3K -39 -2%
RCM
1046
Requisite Capital Management
Texas
$514K +$546K +1,885 New
WPA
1047
West Paces Advisors
Georgia
$514K -$74.4K -257 -12%
CI
1048
CX Institutional
Indiana
$512K +$52.1K +180 +11%
CFA
1049
Cahill Financial Advisors
Minnesota
$512K – – –
MMG
1050
Monetary Management Group
Missouri
$511K -$28.9K -100 -5%
40 41
42
43 44