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APD

Name Holding Trade Value Shares
Change 		Change in
Stake
AC
1201
Avestar Capital
New York
$353K +$149K +514 +66%
GWM
1202
Gibbs Wealth Management
Georgia
$353K -$53.6K -185 -13%
CWP
1203
Cyndeo Wealth Partners
Florida
$353K +$22K +76 +6%
ST
1204
Smithfield Trust
Pennsylvania
$351K -$14.2K -49 -4%
HWMG
1205
Hurlow Wealth Management Group
Indiana
$351K -$60.5K -209 -14%
HHRDM
1206
H&H Retirement Design & Management
Nevada
$351K +$9.55K +33 +2%
ANC
1207
Ames National Corp
Iowa
$350K – – –
GWAM
1208
Guardian Wealth Advisors (Minnesota)
Minnesota
$349K -$5.5K -19 -1%
SC
1209
Sapient Capital
Indiana
$348K -$23.2K -80 -6%
VCM
1210
Vision Capital Management
Oregon
$348K – – –
TA
1211
Tectonic Advisors
Texas
$347K -$7.82K -27 -2%
FCAS
1212
First Command Advisory Services
Texas
$345K – – –
CAG
1213
Csenge Advisory Group
Florida
$345K -$501K -1,731 -58%
AWM
1214
Axxcess Wealth Management
California
$343K +$56.5K +195 +18%
TIA
1215
Tiemann Investment Advisors
California
$341K +$4.63K +16 +1%
TWM
1216
Trueblood Wealth Management
Ohio
$340K +$4.05K +14 +1%
MEG
1217
Millstone Evans Group
Colorado
$340K -$12.4K -43 -3%
1IA
1218
1620 Investment Advisors
Massachusetts
$340K +$868 +3 +0.2%
WHG
1219
Westwood Holdings Group
Texas
$337K +$358K +1,237 New
BMC
1220
Benin Management Corp
Connecticut
$336K +$20.3K +70 +6%
AC
1221
Addison Capital
Pennsylvania
$336K +$579 +2 +0.2%
GHAM
1222
Gilman Hill Asset Management
Connecticut
$336K – – –
SCM
1223
Shelton Capital Management
Colorado
$335K – – –
CA
1224
Crumly & Associates
Illinois
$335K +$126K +434 +55%
GWANC
1225
Guardian Wealth Advisors (North Carolina)
North Carolina
$334K +$289 +1 +0.1%
47 48
49
50 51