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APD

Name Holding Trade Value Shares
Change 		Change in
Stake
CWA
1126
CM Wealth Advisors
Ohio
$440K -$78K -283 -16%
AFW
1127
Avantra Family Wealth
Pennsylvania
$439K +$416K +1,510 New
HCM
1128
Howard Capital Management
Georgia
$438K -$204K -741 -33%
TCM
1129
Tufton Capital Management
Maryland
$438K – – –
CSPIA
1130
Cary Street Partners Investment Advisory
Virginia
$438K +$256K +930 +161%
SACTSONJ
1131
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$438K +$416K +1,507 New
WA
1132
Wealth Alliance
New York
$437K -$24.8K -90 -6%
WHCI
1133
W.H. Cornerstone Investments
Massachusetts
$436K -$516K -1,871 -56%
APW
1134
Acima Private Wealth
Virginia
$436K – – –
ACM
1135
Arcataur Capital Management
Wisconsin
$435K – – –
LA
1136
Legacy Advisors
Pennsylvania
$434K -$13.8K -50 -3%
RP
1137
Rowlandmiller & Partners
Georgia
$434K -$11K -40 -3%
FGP
1138
Freestone Grove Partners
California
$433K +$411K +1,491 New
LWM
1139
LightSquare Wealth Management
Michigan
$432K +$410K +1,487 New
TAM
1140
Titleist Asset Management
Texas
$432K +$13.8K +50 +3%
EWM
1141
Evercore Wealth Management
New York
$431K – – –
LFA
1142
Legacy Financial Advisors
Kentucky
$430K +$3.58K +13 +0.9%
TCM
1143
Tandem Capital Management
New Jersey
$430K -$30.3K -110 -7%
HWA
1144
Heritage Wealth Advisors
Virginia
$430K +$6.07K +22 +2%
MWM
1145
Modern Wealth Management
Kansas
$429K -$51.3K -186 -11%
LIM
1146
Letson Investment Management
Georgia
$429K – – –
VWM
1147
Venturi Wealth Management
Texas
$426K +$404K +1,466 New
ESB
1148
Essex Savings Bank
Connecticut
$426K -$5.79K -21 -1%
RIG
1149
RiverFront Investment Group
Virginia
$424K -$133K -484 -25%
UAG
1150
United Advisor Group
Ohio
$423K +$18.2K +66 +5%
44 45
46
47 48