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APD

Name Holding Trade Value Shares
Change 		Change in
Stake
BMCM
1251
Bryn Mawr Capital Management
Pennsylvania
$316K +$289K +1,025 New
OQS
1252
Occudo Quantitative Strategies
Florida
$315K +$288K +1,023 New
STA
1253
Summit Trail Advisors
New York
$315K +$32.7K +116 +13%
WG
1254
Welch Group
Alabama
$314K – – –
TIMH
1255
Tilt Investment Management Holdings
New York
$313K +$285K +1,011 New
VCM
1256
Vigilant Capital Management
Maine
$313K – – –
APA
1257
Astoria Portfolio Advisors
New York
$312K +$289K +1,027 New
KCM
1258
Kathmere Capital Management
Pennsylvania
$312K +$285K +1,012 New
EGA
1259
E&G Advisors
Texas
$311K – – –
WMS
1260
Wealth Management Solutions
Pennsylvania
$310K -$2.25K -8 -0.8%
BOPW
1261
Brandywine Oak Private Wealth
Pennsylvania
$310K -$12.4K -44 -4%
BFIC
1262
Bedell Frazier Investment Counselling
California
$308K – – –
MMG
1263
Monetary Management Group
Missouri
$308K – – –
NME
1264
Notis-McConarty Edward
$308K – – –
CBTWT
1265
Community Bank & Trust (Waco, Texas)
Texas
$308K – – –
WPC
1266
Waters Parkerson & Co
Louisiana
$307K -$44.5K -158 -14%
GWS
1267
Glassman Wealth Services
Virginia
$307K +$120K +425 +75%
FMWA
1268
Forvis Mazars Wealth Advisors
Missouri
$306K +$35.2K +125 +14%
OW
1269
Olistico Wealth
Oklahoma
$305K +$279K +990 New
PAG
1270
Powers Advisory Group
Illinois
$304K +$278K +986 New
UPC
1271
Utah Peaks Capital
Utah
$304K +$278K +985 New
EA
1272
Eudaimonia Advisors
Tennessee
$301K – – –
MW
1273
Marcum Wealth
Ohio
$301K +$17.8K +63 +7%
MWM
1274
Mission Wealth Management
California
$301K +$275K +975 New
EFG
1275
Everhart Financial Group
Ohio
$297K -$24.5K -87 -8%
49 50
51
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