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APD

Name Holding Trade Value Shares
Change 		Change in
Stake
WKWM
1126
Walter & Keenan Wealth Management
Indiana
$345K -$1.77K -7 -0.5%
LIP
1127
Lynch Investment Planning
Pennsylvania
$345K +$354K +1,395 New
FCB
1128
First County Bank
Connecticut
$344K -$59.3K -234 -14%
UAG
1129
United Advisor Group
Ohio
$344K +$109K +429 +45%
SCI
1130
Silver Coast Investments
United States
$343K – – –
CRIG
1131
Charter Research & Investment Group
Connecticut
$342K – – –
RCG
1132
Ridge Creek Global
Ohio
$341K +$350K +1,382 New
SWP
1133
Summit Wealth Partners
Florida
$341K – – –
HDIM
1134
Hanson & Doremus Investment Management
Vermont
$340K -$354K -1,397 -50%
DDC
1135
DF Dent & Co
Maryland
$338K +$347K +1,370 New
HCM
1136
Hillman Capital Management
Maryland
$338K +$56.3K +222 +19%
SC
1137
Sapient Capital
Indiana
$337K +$17.5K +69 +5%
NI
1138
Natural Investments
California
$336K -$8.87K -35 -3%
APW
1139
Aventura Private Wealth
Florida
$336K +$253 +1 +0.1%
GLA
1140
Great Lakes Advisors
Illinois
$336K -$46.9M -184,890 -99%
GAM
1141
Groupama Asset Management
France
$335K -$36K -142 -9%
RWM
1142
Ritholtz Wealth Management
New York
$335K -$185K -731 -35%
ICP
1143
Impact Capital Partners
Colorado
$335K -$64.6K -255 -16%
CA
1144
Cornerstone Advisory
Maryland
$334K -$4.82K -19 -1%
HCA
1145
Harbour Capital Advisors
Virginia
$334K – – –
BHPW
1146
Beverly Hills Private Wealth
California
$334K -$1.66M -6,537 -83%
ACGA
1147
Atlanta Consulting Group Advisors
Georgia
$333K +$66.2K +261 +24%
OHWP
1148
Oak Harbor Wealth Partners
North Carolina
$332K -$59.6K -235 -15%
PPA
1149
Painted Porch Advisors
California
$332K -$87.5K -345 -20%
KA
1150
Kovack Advisors
Florida
$331K +$340K +1,340 New
44 45
46
47 48