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APD

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1351
Carson Advisory
Georgia
$275K +$6.02K +22 +2%
FFA
1352
Florida Financial Advisors
Florida
$275K +$41.3K +151 +18%
TCA
1353
Transcend Capital Advisors
New Jersey
$274K -$145K -529 -35%
CCP
1354
Carmel Capital Partners
California
$273K +$4.65K +17 +2%
AC
1355
Apella Capital
Connecticut
$270K +$821 +3 +0.3%
PAM
1356
PCG Asset Management
New Jersey
$268K -$8.21K -30 -3%
SRC
1357
Stone Run Capital
New York
$268K – – –
BPW
1358
Bingham Private Wealth
California
$268K +$53.6K +196 +26%
RDWM
1359
Red Door Wealth Management
Tennessee
$267K +$547 +2 +0.2%
GL
1360
Gerber LLC
Ohio
$266K – – –
AWA
1361
AGH Wealth Advisors
Kansas
$265K +$4.65K +17 +2%
KFC
1362
Klingenstein Fields & Co
New York
$263K – – –
WFI
1363
West Family Investments
California
$262K +$254K +928 New
FCFC
1364
First Commonwealth Financial Corp
Pennsylvania
$259K -$274 -1 -0.1%
ACM
1365
Advisors Capital Management
New Jersey
$259K +$37.2K +136 +17%
HS
1366
Horan Securities
United States
$259K +$547 +2 +0.2%
SP
1367
Successful Portfolios
Florida
$258K -$2.74K -10 -1%
PTP
1368
Platform Technology Partners
New York
$258K – – –
GAM
1369
Grandview Asset Management
Pennsylvania
$258K +$821 +3 +0.3%
NDBT
1370
North Dallas Bank & Trust
Texas
$257K +$250K +912 New
CIM
1371
Contravisory Investment Management
Massachusetts
$257K +$1.37K +5 +0.6%
QWP
1372
Quotient Wealth Partners
Texas
$256K -$23.5K -86 -9%
JC
1373
Jentner Corp
Ohio
$256K – – –
SHFA
1374
SS&H Financial Advisors
Michigan
$256K -$118K -433 -32%
CPW
1375
Cove Private Wealth
New York
$256K +$248K +906 New
53 54
55
56 57