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APD

Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
1026
EverSource Wealth Advisors
Alabama
$579K +$154K +560 +39%
BIM
1027
Bridges Investment Management
Nebraska
$579K -$111K -402 -17%
RWP
1028
Revolve Wealth Partners
New Jersey
$577K +$10.2K +37 +2%
AB
1029
ANB Bank
Colorado
$577K +$5.51K +20 +1%
IWM
1030
IHT Wealth Management
Illinois
$577K +$14.3K +52 +3%
DWM
1031
Defined Wealth Management
Oregon
$575K +$3.03K +11 +0.6%
EWM
1032
EPG Wealth Management
Georgia
$575K +$70K +254 +15%
KIG
1033
Kennedy Investment Group
New Jersey
$574K -$101K -365 -16%
ABLA
1034
Alan B. Lancz & Associates
Ohio
$573K – – –
AAM
1035
AR Asset Management
California
$571K +$542K +1,964 New
CI
1036
CX Institutional
Indiana
$564K -$8.55K -31 -2%
DT
1037
Diversified Trust
Tennessee
$563K +$133K +484 +33%
EWS
1038
Evergreen Wealth Solutions
Pennsylvania
$561K +$17.6K +64 +3%
TWM
1039
Thrive Wealth Management
Pennsylvania
$560K +$3.58K +13 +0.7%
FDW
1040
Fourth Dimension Wealth
Ohio
$559K +$122K +442 +30%
EHAM
1041
Eagle Harbor Asset Management
Washington
$557K +$4.14K +15 +0.8%
TWPM
1042
Total Wealth Planning & Management
Florida
$556K +$193K +700 +58%
MAM
1043
Mystic Asset Management
Rhode Island
$554K – – –
NAMI
1044
Nomura Asset Management International
Pennsylvania
$552K – – –
DS
1045
DRW Securities
Illinois
$551K +$523K +1,898 New
CAG
1046
Crestwood Advisors Group
Massachusetts
$548K +$131K +474 +34%
CFA
1047
Cahill Financial Advisors
Minnesota
$545K – – –
FFA
1048
Founders Financial Alliance
North Carolina
$545K -$9.65K -35 -2%
SAM
1049
Sequent Asset Management
Texas
$545K – – –
GWMR
1050
GC Wealth Management RIA
Massachusetts
$545K +$4.41K +16 +0.9%
40 41
42
43 44