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APD

Name Holding Trade Value Shares
Change 		Change in
Stake
VFA
1226
Valeo Financial Advisors
Indiana
$264K -$7.34K -25 -3%
BIP
1227
Bouvel Investment Partners
Pennsylvania
$264K +$255K +867 New
NIM
1228
NuWave Investment Management
New Jersey
$263K +$35.5K +121 +16%
IP
1229
Investment Partners
Ohio
$262K -$24.4K -83 -9%
BCM
1230
BTR Capital Management
California
$262K – – –
HW
1231
Hancock Whitney
Mississippi
$261K +$252K +859 New
AIM
1232
Allen Investment Management
New York
$260K -$19.1K -65 -7%
CST
1233
Charles Schwab Trust
Nevada
$260K – – –
BOS
1234
Bank of Stockton
California
$260K +$251K +855 New
VC
1235
Veracity Capital
Georgia
$259K -$11.2K -38 -4%
OPOWM
1236
One Plus One Wealth Management
Florida
$259K – – –
SPWG
1237
Sage Private Wealth Group
Illinois
$259K +$7.93K +27 +3%
FI
1238
Fosun International
China
$259K +$250K +850 New
FBB
1239
Fulton Breakefield Broenniman
Maryland
$259K +$250K +852 New
HI
1240
Harbour Investments
Wisconsin
$258K -$374K -1,275 -60%
CAL
1241
Capital Advisors Ltd
Ohio
$258K +$587 +2 +0.2%
WMS
1242
Wealth Management Solutions
Pennsylvania
$257K +$248K +844 New
RIA
1243
Realta Investment Advisors
Delaware
$256K – – –
YMRC
1244
Yorktown Management & Research Company
Virginia
$256K +$247K +840 New
CA
1245
Carson Advisory
Georgia
$255K +$246K +839 New
LA
1246
LexAurum Advisors
Kansas
$254K -$33.5K -114 -12%
CT
1247
Chicago Trust
Illinois
$252K +$243K +828 New
SLWA
1248
San Luis Wealth Advisors
California
$251K -$15.9K -54 -6%
KFC
1249
Klingenstein Fields & Co
New York
$251K -$4.11K -14 -2%
BCM
1250
Boltwood Capital Management
California
$251K – – –
48 49
50
51 52