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APD

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
1151
Empirical Wealth Management
Washington
$277K -$243 -1 -0.1%
EFG
1152
Everhart Financial Group
Ohio
$276K +$279K +1,147 New
MFG
1153
MTM Financial Group
Pennsylvania
$276K -$4.86K -20 -2%
CSA
1154
Cottage Street Advisors
Massachusetts
$274K – – –
VCA
1155
Verdence Capital Advisors
Maryland
$274K +$1.22K +5 +0.4%
CYG
1156
Clean Yield Group
Vermont
$273K – – –
LFAS
1157
Level Four Advisory Services
Texas
$272K -$93.4K -384 -25%
SP
1158
Successful Portfolios
Florida
$271K – – –
LWP
1159
Lumature Wealth Partners
Georgia
$269K +$17.8K +73 +7%
SPWG
1160
Sage Private Wealth Group
Illinois
$268K +$45.7K +188 +20%
EGA
1161
E&G Advisors
Texas
$267K +$55.9K +230 +26%
SRC
1162
Stone Run Capital
New York
$265K -$2.19M -9,016 -89%
MWM
1163
Modera Wealth Management
New Jersey
$265K -$2.43K -10 -0.9%
PWMG
1164
Prestige Wealth Management Group
New Jersey
$265K -$486 -2 -0.2%
SWK
1165
Stephen W. Kidder
$265K – – –
APWM
1166
Atlas Private Wealth Management
New York
$265K +$11.4K +47 +4%
AIM
1167
Athena Investment Management
California
$265K +$57.1K +235 +27%
EWA
1168
ERTS Wealth Advisors
Michigan
$265K +$268K +1,102 New
BBNA
1169
Bremer Bank National Association
Minnesota
$264K – – –
ANTB
1170
AMG National Trust Bank
Colorado
$263K -$75.1K -309 -22%
DY
1171
Dowling & Yahnke
California
$263K – – –
1IA
1172
1620 Investment Advisors
Massachusetts
$263K +$12.4K +51 +5%
AIA
1173
Alera Investment Advisors
Illinois
$263K +$266K +1,093 New
AWA
1174
Amplius Wealth Advisors
Pennsylvania
$262K +$486 +2 +0.2%
LCM
1175
LVM Capital Management
Michigan
$261K – – –
45 46
47
48 49