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APD

Name Holding Trade Value Shares
Change 		Change in
Stake
CRIG
1201
Charter Research & Investment Group
Connecticut
$390K – – –
PW
1202
PUREfi Wealth
Massachusetts
$390K +$67K +245 +22%
KA
1203
Klingman & Associates
New York
$390K +$13.4K +49 +4%
SWP
1204
Summit Wealth Partners
Florida
$389K – – –
HHRDM
1205
H&H Retirement Design & Management
Nevada
$389K +$10.9K +40 +3%
CAM
1206
Cozad Asset Management
Illinois
$388K -$29.6K -108 -7%
HNWA
1207
Henrickson Nauta Wealth Advisors
Michigan
$387K +$1.64K +6 +0.4%
HCA
1208
Harbour Capital Advisors
Virginia
$387K – – –
TFP
1209
Tilia Fiduciary Partners
North Carolina
$387K +$547 +2 +0.1%
WBC
1210
Westpac Banking Corp
Australia
$386K +$4.92K +18 +1%
SIA
1211
Soltis Investment Advisors
Utah
$386K -$79.9K -292 -18%
SC
1212
Sapient Capital
Indiana
$385K -$4.38K -16 -1%
CA
1213
Cornerstone Advisory
Maryland
$385K -$3.28K -12 -0.9%
PI
1214
PFG Investments
New York
$384K +$65.4K +239 +21%
NG
1215
Novem Group
New York
$383K -$29.6K -108 -7%
EA
1216
Everpar Advisors
Oklahoma
$383K -$32.8K -120 -8%
APW
1217
Aventura Private Wealth
Florida
$382K -$2.46K -9 -0.7%
PP
1218
PDS Planning
Ohio
$381K -$32.3K -118 -8%
ST
1219
Smithfield Trust
Pennsylvania
$377K – – –
CWM
1220
Centurion Wealth Management
Virginia
$373K +$362K +1,324 New
CFG
1221
Certior Financial Group
Pennsylvania
$371K +$1.92K +7 +0.5%
BPWM
1222
Badgley Phelps Wealth Managers
Washington
$371K -$59.1K -216 -14%
AB
1223
Atlas Brown
Kentucky
$370K +$821 +3 +0.2%
TCM
1224
Tandem Capital Management
New Jersey
$369K – – –
WPC
1225
White Pine Capital
Minnesota
$368K +$12.3K +45 +4%
47 48
49
50 51