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APD

Name Holding Trade Value Shares
Change 		Change in
Stake
SMH
1076
Sanders Morris Harris
Texas
$605K – – –
GLA
1077
Good Life Advisors
Pennsylvania
$603K -$249K -794 -28%
FCM
1078
Fieldview Capital Management
Michigan
$600K +$650K +2,069 New
LPT
1079
Legacy Private Trust
Wisconsin
$597K – – –
WPA
1080
West Paces Advisors
Georgia
$595K -$49.9K -159 -7%
MCWA
1081
Meadow Creek Wealth Advisors
Georgia
$595K -$61.5K -196 -9%
TWM
1082
Thrive Wealth Management
Pennsylvania
$594K +$5.34K +17 +0.8%
HCM
1083
Highview Capital Management
Illinois
$590K +$639K +2,035 New
HAM
1084
Hickory Asset Management
Ohio
$590K +$639K +2,034 New
LSAG
1085
Lake Street Advisors Group
New Hampshire
$588K +$9.73K +31 +2%
SCA
1086
Stonebridge Capital Advisors
Minnesota
$587K – – –
PA
1087
Pinnacle Associates
New York
$584K -$88.6K -282 -12%
AFM
1088
Armstrong Fleming & Moore
District of Columbia
$584K – – –
BOS
1089
Bank of Stockton
California
$583K +$62.2K +198 +11%
MCM
1090
Magnolia Capital Management
New York
$583K – – –
JWCA
1091
J.W. Coons Advisors
Ohio
$583K -$24.8K -79 -4%
PWM
1092
Partnership Wealth Management
Maryland
$580K – – –
BRWM
1093
Blue Rock Wealth Management
North Carolina
$580K +$628K +2,000 New
RWP
1094
Revolve Wealth Partners
New Jersey
$580K -$314 -1 -0.1%
PA
1095
Persium Advisors
Georgia
$577K +$625K +1,991 New
NG
1096
Norden Group
Utah
$576K -$38.3K -122 -6%
VCA
1097
Verdence Capital Advisors
Maryland
$574K -$1.57K -5 -0.3%
WANY
1098
Wealthspire Advisors (New York)
New York
$574K +$249K +792 +67%
DWM
1099
Defined Wealth Management
Oregon
$574K +$1.57K +5 +0.3%
MMG
1100
Monetary Management Group
Missouri
$573K -$154K -490 -20%
42 43
44
45 46