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APD

Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
1051
Magnolia Capital Management
New York
$567K – – –
3IP
1052
3Chopt Investment Partners
Virginia
$566K -$22.4K -82 -4%
EHAM
1053
Eagle Harbor Asset Management
Washington
$564K -$24.1K -88 -4%
BRWM
1054
Blue Rock Wealth Management
North Carolina
$564K – – –
PWM
1055
Partnership Wealth Management
Maryland
$564K – – –
FFA
1056
Founders Financial Alliance
North Carolina
$564K -$16.7K -61 -3%
DWM
1057
Defined Wealth Management
Oregon
$561K +$2.19K +8 +0.4%
MMG
1058
Monetary Management Group
Missouri
$557K – – –
CWA
1059
CM Wealth Advisors
Ohio
$556K – – –
ABLA
1060
Alan B. Lancz & Associates
Ohio
$556K – – –
TWM
1061
Thrive Wealth Management
Pennsylvania
$555K -$13.7K -50 -2%
SMH
1062
Sanders Morris Harris
Texas
$554K – – –
FA
1063
Faithward Advisors
Pennsylvania
$547K -$2.46K -9 -0.5%
GWP
1064
Gen-Wealth Partners
Michigan
$546K +$12.6K +46 +2%
SOS
1065
Silver Oak Securities
Tennessee
$543K -$314K -1,148 -37%
ADL
1066
Asset Dedication LLC
California
$543K +$176K +643 +50%
WPC
1067
Wedmont Private Capital
Pennsylvania
$541K +$1.64K +6 +0.3%
MAM
1068
Mystic Asset Management
Rhode Island
$538K -$13.7K -50 -3%
CFFP
1069
Center for Financial Planning
Michigan
$536K +$8.76K +32 +2%
APA
1070
Astoria Portfolio Advisors
New York
$536K +$36.4K +133 +8%
CIA
1071
Cascade Investment Advisors
Oregon
$536K +$520K +1,901 New
CT
1072
Chicago Trust
Illinois
$536K +$110K +401 +27%
4WM
1073
49 Wealth Management
Texas
$534K +$67K +245 +15%
RWM
1074
Ritholtz Wealth Management
New York
$533K +$78.3K +286 +18%
OHWA
1075
Oak Hill Wealth Advisors
Virginia
$530K -$13.7K -50 -3%
41 42
43
44 45