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APD

Name Holding Trade Value Shares
Change 		Change in
Stake
IFG
1251
Independent Financial Group
California
$349K +$66.2K +242 +24%
TIA
1252
Tiemann Investment Advisors
California
$348K -$1.09K -4 -0.3%
TWM
1253
Trueblood Wealth Management
Ohio
$348K -$15.3K -56 -4%
GHAM
1254
Gilman Hill Asset Management
Connecticut
$347K – – –
SCM
1255
Shelton Capital Management
Colorado
$347K -$6.84K -25 -2%
AC
1256
Addison Capital
Pennsylvania
$347K +$821 +3 +0.2%
AWA
1257
Aaron Wealth Advisors
Illinois
$347K -$14K -51 -4%
VWM
1258
Venturi Wealth Management
Texas
$346K -$270K -988 -45%
GWANC
1259
Guardian Wealth Advisors (North Carolina)
North Carolina
$346K +$4.38K +16 +1%
CWP
1260
Cyndeo Wealth Partners
Florida
$344K -$274 -1 -0.1%
HW
1261
Hancock Whitney
Mississippi
$344K +$333K +1,218 New
PTC
1262
Philadelphia Trust Company
Pennsylvania
$343K -$2.74K -10 -0.8%
LAM
1263
Lewis Asset Management
California
$342K +$41.9K +153 +14%
BMWM
1264
Brown Miller Wealth Management
Virginia
$341K – – –
PHIC
1265
Pine Haven Investment Counsel
Massachusetts
$339K – – –
OC
1266
Oakworth Capital
Alabama
$339K -$42.1K -154 -11%
CWM
1267
Challenger Wealth Management
California
$338K +$109K +400 +50%
KFA
1268
Krane Funds Advisors
New York
$338K -$46.8K -171 -12%
CAM
1269
Cidel Asset Management
Ontario, Canada
$337K – – –
WCM
1270
Windward Capital Management
California
$335K -$2.19K -8 -0.7%
MP
1271
Moment Partners
California
$334K +$12.9K +47 +4%
ZIG
1272
Zullo Investment Group
Pennsylvania
$334K +$5.2K +19 +2%
EFG
1273
Everhart Financial Group
Ohio
$333K -$26.8K -98 -8%
CA
1274
Continuum Advisory
Idaho
$333K -$251K -918 -44%
EWM
1275
Empirical Wealth Management
Washington
$333K -$36.9K -135 -10%
49 50
51
52 53