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APD

Name Holding Trade Value Shares
Change 		Change in
Stake
CSP
1076
Cary Street Partners
Virginia
$618K -$45.3K -147 -7%
EHAM
1077
Eagle Harbor Asset Management
Washington
$616K -$28.1K -91 -4%
3IP
1078
3Chopt Investment Partners
Virginia
$615K +$644K +2,087 New
PGAM
1079
Princeton Global Asset Management
New Jersey
$614K -$231K -750 -26%
FFA
1080
Founders Financial Alliance
North Carolina
$607K +$345K +1,120 +119%
RWP
1081
Revolve Wealth Partners
New Jersey
$604K +$15.1K +49 +2%
BFP
1082
Briaud Financial Planning
Texas
$603K -$150K -487 -19%
GLA
1083
Good Life Advisors
Pennsylvania
$600K -$13.3K -43 -2%
TF
1084
Tompkins Financial
New York
$599K -$64.5K -209 -9%
SR
1085
Syntax Research
Florida
$596K -$1.88M -6,102 -75%
TWM
1086
Thrive Wealth Management
Pennsylvania
$595K -$8.94K -29 -1%
MCM
1087
Magnolia Capital Management
New York
$593K – – –
BRWM
1088
Blue Rock Wealth Management
North Carolina
$590K – – –
PWM
1089
Partnership Wealth Management
Maryland
$590K – – –
HAM
1090
Hickory Asset Management
Ohio
$589K -$11.7K -38 -2%
DWM
1091
Defined Wealth Management
Oregon
$584K +$308 +1 +0.1%
MMG
1092
Monetary Management Group
Missouri
$582K – – –
CLOS
1093
Compagnie Lombard Odier SCmA
Switzerland
$582K +$609K +1,975 New
SIAP
1094
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$582K +$126K +408 +26%
CWA
1095
CM Wealth Advisors
Ohio
$582K -$61.7K -200 -9%
ABLA
1096
Alan B. Lancz & Associates
Ohio
$581K – – –
SMH
1097
Sanders Morris Harris
Texas
$580K -$30.8K -100 -5%
MAM
1098
Mystic Asset Management
Rhode Island
$577K +$46.3K +150 +8%
FA
1099
Faithward Advisors
Pennsylvania
$574K +$8.02K +26 +1%
MGIA
1100
Moneta Group Investment Advisors
Missouri
$574K -$58.3K -189 -9%
42 43
44
45 46