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APD

Name Holding Trade Value Shares
Change 		Change in
Stake
CFO
1251
CVA Family Office
Colorado
$97K – – –
WFA
1252
West Financial Advisors
Iowa
$96K +$98.6K +350 New
SWA
1253
SOA Wealth Advisors
New York
$94K +$104K +371 New
DAC
1254
Dividend Assets Capital
South Carolina
$93K +$95.8K +340 New
CAL
1255
Capital Advisors Ltd
Ohio
$92K – – –
HR
1256
Howe & Rusling
New York
$90K +$8.17K +29 +10%
PFGIA
1257
Patriot Financial Group Insurance Agency
Massachusetts
$87K +$5.63K +20 +7%
BFC
1258
Bedel Financial Consulting
Indiana
$86K – – –
MGIM
1259
M&G Investment Management
United Kingdom
$85.5K +$7.34M +26,065 +9%
SC
1260
Sawyer & Company
Massachusetts
$83K – – –
O
1261
Ossiam
France
$75K -$4.8M -17,035 -98%
LC
1262
Lindbrook Capital
California
$73K -$282 -1 -0.4%
HGWM
1263
Harvest Group Wealth Management
Massachusetts
$73K +$12.7K +45 +20%
MLFP
1264
MPS Loria Financial Planners
Illinois
$72K +$52.7K +187 +228%
COCM
1265
Charter Oak Capital Management
New Hampshire
$70K +$72.7K +258 New
HL
1266
Harding Loevner
New Jersey
$69K – – –
MHR
1267
Matthew Hamilton Rosenberg
$69K – – –
AA
1268
Addison Advisors
Vermont
$69K +$71K +252 New
BAM
1269
Barrett Asset Management
New York
$68K – – –
ST
1270
Sageworth Trust
Pennsylvania
$66K +$40.3K +143 +144%
TWA
1271
TCI Wealth Advisors
Arizona
$65K -$6.2K -22 -8%
WLPWM
1272
Walled Lake Planning & Wealth Management
Illinois
$60K -$3.1K -11 -5%
IA
1273
Inspire Advisors
Idaho
$60K +$61.4K +218 New
CWC
1274
Carolinas Wealth Consulting
North Carolina
$59K +$17.7K +63 +42%
IPW
1275
IronBridge Private Wealth
Texas
$59K +$61.4K +218 New
49 50
51
52 53