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APD

Name Holding Trade Value Shares
Change 		Change in
Stake
IPW
1301
Inlet Private Wealth
Florida
$272K – – –
KGC
1302
Kennon-Green & Company
Ohio
$269K +$7.59K +26 +3%
SFI
1303
SPC Financial Inc
Maryland
$269K +$33.9K +116 +14%
IAIM
1304
International Assets Investment Management
Florida
$268K -$1.2M -4,104 -81%
FMP
1305
Financial Management Professionals
Texas
$267K +$47.6K +163 +21%
DWA
1306
Dorsey Wright & Associates
California
$267K +$272K +931 New
WP
1307
WealthSource Partners
California
$266K -$5.25K -18 -2%
DWM
1308
Dakota Wealth Management
Florida
$266K +$271K +927 New
JSW
1309
Journey Strategic Wealth
New Jersey
$266K +$40K +137 +17%
MWM
1310
Modera Wealth Management
New Jersey
$265K -$58.1K -199 -18%
QC
1311
Quent Capital
New York
$265K +$292 +1 +0.1%
BHBT
1312
Burke & Herbert Bank & Trust
Virginia
$263K – – –
PFBT
1313
Parkside Financial Bank & Trust
Missouri
$263K +$292 +1 +0.1%
AAP
1314
Arax Advisory Partners
Colorado
$261K +$8.76K +30 +3%
CF
1315
Centaurus Financial
California
$259K +$264K +903 New
KCM
1316
Kathmere Capital Management
Pennsylvania
$255K -$35.9K -123 -12%
AWM
1317
Axxcess Wealth Management
California
$255K +$8.17K +28 +3%
MWPCG
1318
Measured Wealth Private Client Group
New Hampshire
$255K – – –
PI
1319
PFG Investments
New York
$252K +$256K +878 New
SIA
1320
SkyView Investment Advisors
New Jersey
$252K -$19.8K -68 -7%
SAM
1321
S.A. Mason
Michigan
$252K +$73K +250 +40%
FCAG
1322
First Capital Advisors Group
New Jersey
$252K -$19.8K -68 -7%
AAS
1323
Ameritas Advisory Services
Nebraska
$252K +$7.3K +25 +3%
CG
1324
CFO4Life Group
Texas
$252K -$8.17K -28 -3%
RIA
1325
Realta Investment Advisors
Delaware
$250K -$14.6K -50 -5%
51 52
53
54 55