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APD

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
1026
Partnership Wealth Management
Maryland
$545K – – –
CFFP
1027
Center for Financial Planning
Michigan
$545K +$28.4K +98 +5%
4WM
1028
49 Wealth Management
Texas
$544K +$28.4K +98 +5%
DWM
1029
Defined Wealth Management
Oregon
$543K +$1.16K +4 +0.2%
SMA
1030
Sage Mountain Advisors
Georgia
$539K +$58.8K +203 +11%
CWA
1031
CM Wealth Advisors
Ohio
$539K +$1.74K +6 +0.3%
WPC
1032
Wedmont Private Capital
Pennsylvania
$539K +$43.4K +150 +8%
TWM
1033
Thrive Wealth Management
Pennsylvania
$538K +$1.74K +6 +0.3%
ABLA
1034
Alan B. Lancz & Associates
Ohio
$538K – – –
EBA
1035
Eagle Bay Advisors
New York
$537K -$54.7K -189 -9%
RW
1036
Rede Wealth
Virginia
$537K +$570K +1,969 New
SMH
1037
Sanders Morris Harris
Texas
$536K – – –
TBT
1038
Texas Bank & Trust
Texas
$535K +$66.6K +230 +13%
FFA
1039
Founders Financial Alliance
North Carolina
$534K -$11.3K -39 -2%
TC
1040
TownSquare Capital
Utah
$532K -$587K -2,027 -51%
EWM
1041
EPG Wealth Management
Georgia
$523K +$31.6K +109 +6%
SB
1042
SIG Brokerage
New York
$522K +$554K +1,915 New
MAM
1043
Mystic Asset Management
Rhode Island
$520K +$579 +2 +0.1%
LFAS
1044
Level Four Advisory Services
Texas
$518K +$21.4K +74 +4%
CT
1045
Chicago Trust
Illinois
$518K +$579 +2 +0.1%
IC
1046
IEQ Capital
California
$518K +$101K +350 +23%
3IP
1047
3Chopt Investment Partners
Virginia
$514K -$34.4K -119 -6%
ADL
1048
Asset Dedication LLC
California
$514K -$11.3K -39 -2%
RCM
1049
Requisite Capital Management
Texas
$514K +$546K +1,885 New
WPA
1050
West Paces Advisors
Georgia
$514K -$74.4K -257 -12%
40 41
42
43 44