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APD

Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
1301
Focused Wealth Management
New York
$42K – – –
SFPG
1302
Stonebridge Financial Planning Group
Florida
$41K – – –
TH
1303
TCTC Holdings
Texas
$41K – – –
EW
1304
Evoke Wealth
California
$40K – – –
CCA
1305
Column Capital Advisors
Indiana
$39K – – –
AWA
1306
Arkadios Wealth Advisors
Georgia
$39K +$28.2K +100 +217%
EWA
1307
Evolution Wealth Advisors
Florida
$38K +$7.6K +27 +24%
PFO
1308
Pathstone Family Office
New Jersey
$37K +$21.1K +75 +123%
CCA
1309
Childress Capital Advisors
Texas
$37K +$38K +135 New
SLF
1310
Sun Life Financial
Ontario, Canada
$36K -$563 -2 -2%
GAM
1311
Gemmer Asset Management
California
$36K – – –
JFA
1312
JNBA Financial Advisors
Minnesota
$36K – – –
GEA
1313
Glen Eagle Advisors
New Jersey
$35.5K – – –
SIS
1314
Sound Income Strategies
Florida
$35K – – –
CHC
1315
City Holding Co
West Virginia
$34K – – –
PWM
1316
Perigon Wealth Management
California
$34K +$34.6K +123 New
FCMT
1317
Founders Capital Management (Texas)
Texas
$34K +$35.2K +125 New
NSB
1318
Norway Savings Bank
Maine
$33K +$2.82K +10 +9%
KFI
1319
Key Financial Inc
Pennsylvania
$33K +$34.1K +121 New
BWM
1320
BerganKDV Wealth Management
Minnesota
$32K +$31K +110 +1,833%
ACA
1321
Atlas Capital Advisors
Wyoming
$31.4K +$32.4K +115 New
SQA
1322
Simon Quick Advisors
New Jersey
$31K -$5.63K -20 -15%
TFA
1323
Toth Financial Advisory
Virginia
$31K – – –
AW
1324
Avion Wealth
Texas
$31K +$32.4K +115 New
EA
1325
Emerald Advisers
Pennsylvania
$30K – – –
51 52
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