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APD

Name Holding Trade Value Shares
Change 		Change in
Stake
CFA
1076
Cahill Financial Advisors
Minnesota
$468K +$473K +1,932 New
LSA
1077
Lion Street Advisors
Texas
$467K – – –
TWM
1078
Thrive Wealth Management
Pennsylvania
$466K +$9.07K +37 +2%
GWP
1079
Gen-Wealth Partners
Michigan
$464K +$469K +1,914 New
FA
1080
Faithward Advisors
Pennsylvania
$461K +$467K +1,904 New
FFM
1081
Forum Financial Management
Illinois
$457K +$4.41K +18 +1%
HAIM
1082
Hunter Associates Investment Management
Pennsylvania
$456K -$2.47M -10,075 -84%
PWP
1083
Precedent Wealth Partners
Texas
$456K +$79.4K +324 +21%
AFM
1084
Abbot Financial Management
Massachusetts
$455K -$2.21K -9 -0.5%
NRS
1085
Neville Rodie & Shaw
New York
$454K – – –
BWP
1086
Barlow Wealth Partners
Kentucky
$452K – – –
EWS
1087
Evergreen Wealth Solutions
Pennsylvania
$452K – – –
FFA
1088
Farther Finance Advisors
California
$451K +$193K +789 +74%
EWM
1089
EPG Wealth Management
Georgia
$449K +$32.3K +132 +8%
N
1090
Numerai
California
$446K +$451K +1,842 New
BPC
1091
Banque Pictet & Cie
Switzerland
$446K -$285K -1,162 -39%
FRM
1092
Fox Run Management
Connecticut
$446K +$451K +1,839 New
BB
1093
Berkshire Bank
Massachusetts
$442K – – –
BW
1094
Basepoint Wealth
Iowa
$441K -$410K -1,675 -48%
KFA
1095
Krane Funds Advisors
New York
$441K -$16.7K -68 -4%
ASBI
1096
American State Bank (Iowa)
Iowa
$439K -$81.1K -331 -15%
CWP
1097
Concord Wealth Partners
Virginia
$438K -$333K -1,359 -43%
CWS
1098
Cypress Wealth Services
California
$437K -$39K -159 -8%
APW
1099
Acima Private Wealth
Virginia
$436K – – –
CCM
1100
Chiron Capital Management
Florida
$436K +$441K +1,800 New
42 43
44
45 46