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APD

Name Holding Trade Value Shares
Change 		Change in
Stake
PWC
1326
PYA Waltman Capital
Tennessee
$61K +$61.3K +252 New
NOI
1327
Newton One Investments
Delaware
$60K – – –
HNWAG
1328
High Net Worth Advisory Group
Florida
$60K +$243 +1 +0.4%
CA
1329
CoreCap Advisors
Michigan
$60K +$61K +251 New
CA
1330
Crewe Advisors
Utah
$56K +$38.2K +157 +207%
EL
1331
EMFO LLC
Florida
$55K -$97.3K -400 -64%
PCG
1332
Private Capital Group
Connecticut
$52K -$55K -226 -51%
FCA
1333
FinTrust Capital Advisors
South Carolina
$49K +$10.2K +42 +25%
TSW
1334
Thompson Siegel & Walmsley
Virginia
$48K -$973 -4 -2%
LWA
1335
Lowe Wealth Advisors
Maryland
$48K – – –
NF
1336
Norwood Financial
Pennsylvania
$48K – – –
OLVIG
1337
Oliver Lagore Vanvalin Investment Group
Michigan
$48K – – –
PMFA
1338
Plante Moran Financial Advisors
Michigan
$47K -$3.4K -14 -7%
FPFS
1339
First Personal Financial Services
North Carolina
$46K – – –
KIG
1340
Kessler Investment Group
Indiana
$46K – – –
JFA
1341
JNBA Financial Advisors
Minnesota
$45K – – –
APW
1342
Axim Planning & Wealth
Ohio
$45K +$46K +189 New
IRAG
1343
Investment Research & Advisory Group
Georgia
$44K – – –
ACM
1344
Antonetti Capital Management
Florida
$43K – – –
EW
1345
Evoke Wealth
California
$41K -$4.38K -18 -10%
WWM
1346
Wolff Wiese Magana
California
$41K +$486 +2 +1%
RA
1347
Rational Advisors
New York
$41K +$6.57K +27 +19%
RIM
1348
Rockbridge Investment Management
New York
$39.7K -$10.5K -43 -21%
GFPC
1349
Global Financial Private Client
Florida
$39.6K – – –
CWC
1350
Carolinas Wealth Consulting
North Carolina
$38K – – –
52 53
54
55 56