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APD

Name Holding Trade Value Shares
Change 		Change in
Stake
TAM
1301
Taurus Asset Management
New York
$286K – – –
RWM
1302
Revisor Wealth Management
Ohio
$286K -$7.12K -25 -3%
AWM
1303
Axxcess Wealth Management
California
$285K +$18.2K +64 +7%
CBFP
1304
Cedar Brook Financial Partners
Ohio
$284K +$59.5K +209 +28%
IPW
1305
Inlet Private Wealth
Florida
$284K – – –
ILI
1306
Invesco LLC (Illinois)
Illinois
$283K +$269K +945 New
WP
1307
WealthSource Partners
California
$279K +$570 +2 +0.2%
DWA
1308
Dorsey Wright & Associates
California
$278K -$854 -3 -0.3%
CAL
1309
Capital Advisors Ltd
Ohio
$278K +$26.5K +93 +11%
DWM
1310
Dakota Wealth Management
Florida
$278K +$285 +1 +0.1%
FTC
1311
Farmers Trust Company
Ohio
$276K -$2.64M -9,258 -91%
PIP
1312
Peachtree Investment Partners
Florida
$276K +$263K +923 New
FPWM
1313
FSB Premier Wealth Management
Iowa
$276K +$262K +921 New
QC
1314
Quent Capital
New York
$275K -$854 -3 -0.3%
PFBT
1315
Parkside Financial Bank & Trust
Missouri
$275K +$285 +1 +0.1%
CAAS
1316
Capital Asset Advisory Services
Michigan
$274K +$26.5K +93 +11%
BOPW
1317
Brandywine Oak Private Wealth
Pennsylvania
$274K -$17.1K -60 -6%
UF
1318
Univest Financial
Pennsylvania
$273K +$15.9K +56 +7%
ACM
1319
Allred Capital Management
Texas
$273K +$57K +200 +28%
AR
1320
Advisory Research
Illinois
$272K +$259K +909 New
LCM
1321
Lazari Capital Management
California
$272K +$259K +908 New
CWP
1322
Cyndeo Wealth Partners
Florida
$271K -$33.6K -118 -12%
MWPCG
1323
Measured Wealth Private Client Group
New Hampshire
$270K +$3.99K +14 +2%
IA
1324
IAM Advisory
Pennsylvania
$268K +$31.9K +112 +14%
VC
1325
Veracity Capital
Georgia
$268K +$10.5K +37 +4%
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