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APD

Name Holding Trade Value Shares
Change 		Change in
Stake
BWL
1276
Bogart Wealth LLC
Virginia
$82K – – –
MHR
1277
Matthew Hamilton Rosenberg
$81K – – –
PMFA
1278
Plante Moran Financial Advisors
Michigan
$80K -$69.3K -236 -46%
AWA
1279
Arkadios Wealth Advisors
Georgia
$77K +$29.9K +102 +60%
T
1280
TOBAM
France
$77K +$38.7K +132 +96%
COCM
1281
Charter Oak Capital Management
New Hampshire
$74K – – –
HL
1282
Harding Loevner
New Jersey
$73K – – –
BCM
1283
Blume Capital Management
California
$72K – – –
NOI
1284
Newton One Investments
Delaware
$72K +$73.4K +250 New
AA
1285
Addison Advisors
Vermont
$72K +$74K +252 New
NC
1286
NewSquare Capital
Pennsylvania
$66K +$67.8K +231 New
TI
1287
tru Independence
Oregon
$64K -$175K -596 -73%
WLPWM
1288
Walled Lake Planning & Wealth Management
Illinois
$64K +$294 +1 +0.5%
IPW
1289
IronBridge Private Wealth
Texas
$63K – – –
TSW
1290
Thompson Siegel & Walmsley
Virginia
$60K – – –
IRAG
1291
Investment Research & Advisory Group
Georgia
$60K +$6.75K +23 +12%
AA
1292
AlphaMark Advisors
Kentucky
$58K -$58.7K -200 -50%
GWSG
1293
GPS Wealth Strategies Group
Colorado
$58K – – –
LWA
1294
Lowe Wealth Advisors
Maryland
$58K – – –
KIG
1295
Kessler Investment Group
Indiana
$55K – – –
TFO
1296
Tarbox Family Office
California
$55K – – –
FPFS
1297
First Personal Financial Services
North Carolina
$55K +$26.4K +90 +90%
PB
1298
Pinnacle Bancorp
Nebraska
$54K +$4.99K +17 +10%
PWA
1299
Phoenix Wealth Advisors
North Carolina
$53K -$230K -785 -81%
SC
1300
Sawyer & Company
Massachusetts
$52K -$36.7K -125 -41%
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