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APD

Name Holding Trade Value Shares
Change 		Change in
Stake
GLA
1076
Good Life Advisors
Pennsylvania
$603K -$249K -794 -28%
FCM
1077
Fieldview Capital Management
Michigan
$600K +$650K +2,069 New
LPT
1078
Legacy Private Trust
Wisconsin
$597K – – –
WPA
1079
West Paces Advisors
Georgia
$595K -$49.9K -159 -7%
MCWA
1080
Meadow Creek Wealth Advisors
Georgia
$595K -$61.5K -196 -9%
TWM
1081
Thrive Wealth Management
Pennsylvania
$594K +$5.34K +17 +0.8%
HCM
1082
Highview Capital Management
Illinois
$590K +$639K +2,035 New
HAM
1083
Hickory Asset Management
Ohio
$590K +$639K +2,034 New
LSAG
1084
Lake Street Advisors Group
New Hampshire
$588K +$9.73K +31 +2%
SCA
1085
Stonebridge Capital Advisors
Minnesota
$587K – – –
PA
1086
Pinnacle Associates
New York
$584K -$88.6K -282 -12%
AFM
1087
Armstrong Fleming & Moore
District of Columbia
$584K – – –
BOS
1088
Bank of Stockton
California
$583K +$62.2K +198 +11%
MCM
1089
Magnolia Capital Management
New York
$583K – – –
JWCA
1090
J.W. Coons Advisors
Ohio
$583K -$24.8K -79 -4%
PWM
1091
Partnership Wealth Management
Maryland
$580K – – –
BRWM
1092
Blue Rock Wealth Management
North Carolina
$580K +$628K +2,000 New
RWP
1093
Revolve Wealth Partners
New Jersey
$580K -$314 -1 -0.1%
PA
1094
Persium Advisors
Georgia
$577K +$625K +1,991 New
NG
1095
Norden Group
Utah
$576K -$38.3K -122 -6%
VCA
1096
Verdence Capital Advisors
Maryland
$574K -$1.57K -5 -0.3%
WANY
1097
Wealthspire Advisors (New York)
New York
$574K +$249K +792 +67%
DWM
1098
Defined Wealth Management
Oregon
$574K +$1.57K +5 +0.3%
MMG
1099
Monetary Management Group
Missouri
$573K -$154K -490 -20%
CCM
1100
Chiron Capital Management
Florida
$572K +$7.54K +24 +1%
42 43
44
45 46