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APD

Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
1351
Antonetti Capital Management
Florida
$43K – – –
EW
1352
Evoke Wealth
California
$41K -$4.38K -18 -10%
WWM
1353
Wolff Wiese Magana
California
$41K +$486 +2 +1%
RA
1354
Rational Advisors
New York
$41K +$6.57K +27 +19%
RIM
1355
Rockbridge Investment Management
New York
$39.7K -$10.5K -43 -21%
GFPC
1356
Global Financial Private Client
Florida
$39.6K – – –
CWC
1357
Carolinas Wealth Consulting
North Carolina
$38K – – –
KA
1358
Kozak & Associates
Colorado
$38K – – –
EI
1359
Ellevest Inc
New York
$38K +$243 +1 +0.6%
GEA
1360
Glen Eagle Advisors
New Jersey
$37.3K +$9.73K +40 +35%
DCM
1361
Disciplina Capital Management
Tennessee
$36.6K +$243 +1 +0.7%
TH
1362
TCTC Holdings
Texas
$36K – – –
HFS
1363
Heritage Financial Services
Massachusetts
$36K +$36.7K +151 New
FCT
1364
First Community Trust
Iowa
$35K – – –
AIM
1365
Achmea Investment Management
Netherlands
$34K – – –
AWA
1366
Artemis Wealth Advisors
New York
$33.2K +$33.6K +138 New
SIS
1367
Sound Income Strategies
Florida
$33K – – –
HF
1368
Halpern Financial
Virginia
$32.7K +$8.75K +36 +36%
RA
1369
Rise Advisors
New York
$32K +$2.43K +10 +8%
TFA
1370
Toth Financial Advisory
Virginia
$32K +$3.16K +13 +11%
CWM
1371
Curi Wealth Management
North Carolina
$30K -$15.6K -64 -34%
BBPWM
1372
Blue Bell Private Wealth Management
Pennsylvania
$30K – – –
CHC
1373
City Holding Co
West Virginia
$30K – – –
CT
1374
Clearstead Trust
Maine
$29K – – –
HFS
1375
Hantz Financial Services
Michigan
$28K -$15.6K -64 -36%
53 54
55
56 57