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APD

Name Holding Trade Value Shares
Change 		Change in
Stake
PT
1226
Plimoth Trust
Massachusetts
$420K -$6.48K -21 -1%
MFG
1227
MidWestOne Financial Group
Iowa
$419K +$12.6K +41 +3%
SCA
1228
Stuart Chaussee & Associates
California
$419K – – –
NAS
1229
Nicolet Advisory Services
Wisconsin
$417K -$8.33K -27 -2%
PWM
1230
Perigon Wealth Management
California
$417K +$4.01K +13 +0.9%
BOM
1231
Bank of Marin
California
$413K +$29K +94 +7%
CGFA
1232
Colton Groome Financial Advisors
North Carolina
$413K +$470K +1,524 New
AWAP
1233
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$412K -$58.9K -191 -12%
KP
1234
Keel Point
Alabama
$410K +$101K +329 +31%
CRIG
1235
Charter Research & Investment Group
Connecticut
$408K – – –
SC
1236
Sapient Capital
Indiana
$408K -$66.6K -216 -14%
GWAM
1237
Guardian Wealth Advisors (Minnesota)
Minnesota
$407K +$13.6K +44 +3%
SWP
1238
Summit Wealth Partners
Florida
$407K – – –
KA
1239
Kovack Advisors
Florida
$407K +$7.71K +25 +2%
KFA
1240
Krane Funds Advisors
New York
$404K -$53.4K -173 -11%
WKWM
1241
Walter & Keenan Wealth Management
Indiana
$404K +$10.2K +33 +2%
TFP
1242
Tilia Fiduciary Partners
North Carolina
$404K +$5.24K +17 +1%
IC
1243
Inscription Capital
Texas
$403K +$513K +1,662 New
APW
1244
Aventura Private Wealth
Florida
$402K – – –
NI
1245
Natural Investments
California
$400K -$925 -3 -0.2%
OC
1246
Oakworth Capital
Alabama
$400K – – –
WBC
1247
Westpac Banking Corp
Australia
$398K -$5.55K -18 -1%
MWP
1248
Meriwether Wealth & Planning
Louisiana
$398K +$17.3K +56 +4%
ST
1249
Smithfield Trust
Pennsylvania
$396K -$23.4K -76 -5%
SHFA
1250
SS&H Financial Advisors
Michigan
$395K -$134K -434 -24%
48 49
50
51 52