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APD

Name Holding Trade Value Shares
Change 		Change in
Stake
OCM
1251
Orleans Capital Management
Louisiana
$328K – – –
MFG
1252
MidWestOne Financial Group
Iowa
$327K +$311K +1,091 New
AWA
1253
Amplius Wealth Advisors
Pennsylvania
$326K -$2.56K -9 -0.8%
GIP
1254
Greatmark Investment Partners
Georgia
$326K +$310K +1,090 New
VIA
1255
Virtus Investment Advisers
Connecticut
$326K – – –
JFGIW
1256
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$326K +$264K +928 +603%
CCMG
1257
Clark Capital Management Group
Pennsylvania
$326K +$1.42K +5 +0.5%
WMS
1258
Wealth Management Solutions
Pennsylvania
$325K +$14.8K +52 +5%
PFT
1259
Providence First Trust
Arizona
$324K +$308K +1,082 New
LWP
1260
Lumature Wealth Partners
Georgia
$323K -$4.56K -16 -1%
PSP
1261
Principal Street Partners
Tennessee
$320K – – –
CAM
1262
Campion Asset Management
Virginia
$318K – – –
PL
1263
Plancorp LLC
Missouri
$317K -$570 -2 -0.2%
CRI
1264
Colonial River Investments
Virginia
$317K +$301K +1,058 New
MW
1265
Marcum Wealth
Ohio
$316K -$17.7K -62 -6%
LIG
1266
Lokken Investment Group
Delaware
$316K -$455K -1,597 -60%
GBT
1267
Grove Bank & Trust
Florida
$315K – – –
SRC
1268
Stone Run Capital
New York
$315K – – –
OW
1269
Olistico Wealth
Oklahoma
$313K – – –
LCM
1270
Liberty Capital Management
Michigan
$313K – – –
EWM
1271
Empirical Wealth Management
Washington
$313K +$4.27K +15 +1%
PP
1272
PDS Planning
Ohio
$312K +$82.3K +289 +38%
FNA
1273
First National Advisers
Nebraska
$312K -$17.1K -60 -5%
AG
1274
Ascent Group
Virginia
$310K -$15.9K -56 -5%
HWA
1275
Heartwood Wealth Advisors
Virginia
$309K – – –
49 50
51
52 53