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APD

Name Holding Trade Value Shares
Change 		Change in
Stake
LSA
1051
Lion Street Advisors
Texas
$571K +$41K +144 +8%
IWM
1052
IHT Wealth Management
Illinois
$565K +$325K +1,141 +153%
MIM
1053
Morningstar Investment Management
Illinois
$561K +$20.8K +73 +4%
DA
1054
Dover Advisors
Virginia
$560K -$22.8K -80 -4%
KFA
1055
Krane Funds Advisors
New York
$560K -$17.7K -62 -3%
CWM
1056
Cornerstone Wealth Management
Missouri
$560K +$17.9K +63 +3%
EWS
1057
Evergreen Wealth Solutions
Pennsylvania
$558K +$531K +1,864 New
HAG
1058
HF Advisory Group
Maryland
$557K +$530K +1,860 New
HSA
1059
HBK Sorce Advisory
Pennsylvania
$557K -$245K -861 -32%
HCM
1060
Hillman Capital Management
Maryland
$556K +$41.9K +147 +9%
PWC
1061
PYA Waltman Capital
Tennessee
$551K +$147K +515 +37%
EHC
1062
Everett Harris & Co
California
$551K +$7.97K +28 +2%
BWP
1063
Baldwin Wealth Partners
Massachusetts
$549K -$142K -500 -21%
WA
1064
Wealth Architects
California
$548K +$53.8K +189 +12%
ESB
1065
Essex Savings Bank
Connecticut
$544K +$67.2K +236 +15%
JWM
1066
Jeppson Wealth Management
California
$542K -$25.9K -91 -5%
CW
1067
CreativeOne Wealth
Kansas
$541K +$7.97K +28 +2%
APW
1068
Acima Private Wealth
Virginia
$539K – – –
WIA
1069
Westbourne Investment Advisors
Maryland
$539K – – –
NHC
1070
Nicholas Hoffman & Company
Georgia
$535K +$4.27K +15 +0.8%
SHFP
1071
Second Half Financial Partners
Florida
$534K +$507K +1,782 New
EF
1072
Empowered Funds
Pennsylvania
$533K +$194K +682 +62%
EST
1073
EA Series Trust
Pennsylvania
$533K +$507K +1,780 New
1WA
1074
180 Wealth Advisors
Washington
$533K +$179K +630 +54%
EWM
1075
Evercore Wealth Management
New York
$531K -$145K -509 -22%
41 42
43
44 45