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APD

Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
1151
Summit Wealth Partners
Florida
$423K +$20.7K +75 +5%
RFA
1152
Resurgent Financial Advisors
Georgia
$422K -$7.44K -27 -2%
BOPW
1153
Brandywine Oak Private Wealth
Pennsylvania
$422K -$138K -502 -26%
BBA
1154
BLB&B Advisors
Pennsylvania
$422K -$255K -926 -39%
AWAP
1155
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$422K -$12.4K -45 -3%
DIP
1156
DT Investment Partners
Pennsylvania
$421K – – –
MBTD
1157
Mechanics Bank - Trust Department
California
$419K -$89.9K -326 -18%
CF
1158
Centaurus Financial
California
$418K -$54.9K -199 -12%
MGIA
1159
Moneta Group Investment Advisors
Missouri
$418K -$19.6K -71 -5%
JWM
1160
Jeppson Wealth Management
California
$417K -$1.38K -5 -0.3%
VIM
1161
Vista Investment Management
Pennsylvania
$416K -$2.21K -8 -0.6%
KFS
1162
Keynote Financial Services
Connecticut
$414K – – –
TFG
1163
Taylor Financial Group
Virginia
$411K -$5.51K -20 -1%
MCM
1164
Manchester Capital Management
Vermont
$409K -$2.76K -10 -0.7%
LIP
1165
Lynch Investment Planning
Pennsylvania
$408K +$2.48K +9 +0.6%
ASG
1166
Ariston Services Group
California
$407K -$435K -1,576 Closed
PPWM
1167
Paragon Private Wealth Management
Kentucky
$406K +$30.3K +110 +9%
ICP
1168
Impact Capital Partners
Colorado
$405K +$11K +40 +3%
WKWM
1169
Walter & Keenan Wealth Management
Indiana
$405K -$551 -2 -0.1%
CAM
1170
Cidel Asset Management
Ontario, Canada
$404K +$79.7K +289 +26%
GAM
1171
Groupama Asset Management
France
$404K +$9.38K +34 +3%
PWMAG
1172
Pinnacle Wealth Management Advisory Group
New Jersey
$403K -$80.5K -292 -17%
CRIG
1173
Charter Research & Investment Group
Connecticut
$402K – – –
LFS
1174
Legacy Financial Strategies
Kansas
$402K -$36.1K -131 -9%
RCG
1175
Ridge Creek Global
Ohio
$401K – – –
45 46
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