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APD

Name Holding Trade Value Shares
Change 		Change in
Stake
CW
1101
CreativeOne Wealth
Kansas
$479K -$14.5K -50 -3%
QPW
1102
Quantum Private Wealth
Florida
$478K -$28.8K -99 -6%
OCA
1103
OpenArc Corporate Advisory
Georgia
$478K -$23K -79 -5%
SA
1104
SPWM Advisors
Michigan
$477K -$126K -432 -21%
GIM
1105
Generali Investments Management
Slovenia
$473K +$167K +574 +55%
SBFM
1106
S-Bank Fund Management
Finland
$471K +$468K +1,608 New
SCI
1107
Silver Coast Investments
United States
$470K – – –
HWA
1108
Heritage Wealth Advisors
Virginia
$470K +$36.4K +125 +8%
NF
1109
Nvest Financial
New Hampshire
$469K – – –
TF
1110
Tompkins Financial
New York
$469K – – –
FIA
1111
Foundations Investment Advisors
Arizona
$468K -$33.7K -116 -7%
LC
1112
LCNB Corp
Ohio
$467K – – –
SIAP
1113
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$466K +$7.27K +25 +2%
FMP
1114
Financial Management Professionals
Texas
$464K +$1.16K +4 +0.3%
WA
1115
Wealth Architects
California
$461K +$1.45K +5 +0.3%
SG
1116
StoneX Group
New York
$460K +$235K +807 +107%
OL
1117
one8zero8 LLC
North Carolina
$457K +$2.91K +10 +0.6%
CAIM
1118
Catherine Avery Investment Management
Florida
$457K -$36.9K -127 -8%
PWAM
1119
Private Wealth Asset Management
Iowa
$457K +$254K +872 +127%
WT
1120
Washington Trust
Rhode Island
$456K -$7.85K -27 -2%
HH
1121
Hilltop Holdings
Texas
$454K -$143K -490 -24%
EWA
1122
EverSource Wealth Advisors
Alabama
$450K -$133K -456 -23%
VCA
1123
Verdence Capital Advisors
Maryland
$450K -$41K -141 -8%
MWM
1124
Modern Wealth Management
Kansas
$449K +$14K +48 +3%
RWM
1125
Ritholtz Wealth Management
New York
$448K -$16.6K -57 -4%
43 44
45
46 47