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APD

Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
1426
Rockline Wealth Management
New York
$257K – – –
EGM
1427
Engineers Gate Manager
New York
$257K +$278K +885 New
JWA
1428
JFS Wealth Advisors
Pennsylvania
$256K +$47.7K +152 +21%
WG
1429
Winton Group
United Kingdom
$256K -$3.31M -10,535 -92%
TFA
1430
Tranquilli Financial Advisor
New Jersey
$256K -$10.7K -34 -4%
BB
1431
Burford Brothers
Texas
$255K +$628 +2 +0.2%
BB
1432
Busey Bank
Illinois
$254K -$29.2K -93 -10%
CAG
1433
Csenge Advisory Group
Florida
$253K -$38.3K -122 -12%
SIM
1434
Stratos Investment Management
Ohio
$253K -$25.1K -80 -8%
FCH
1435
Freestone Capital Holdings
Washington
$251K – – –
SWA
1436
SFMG Wealth Advisors
Texas
$251K -$1.26K -4 -0.5%
LP
1437
LMR Partners
United Kingdom
$251K – – –
KCPG
1438
Kavar Capital Partners Group
Kansas
$251K – – –
AWM
1439
Aberdeen Wealth Management
Illinois
$250K +$19.8K +63 +8%
ACM
1440
Academy Capital Management
Texas
$250K +$271K +862 New
GAM
1441
Grandview Asset Management
Pennsylvania
$250K +$5.65K +18 +2%
LAM
1442
L2 Asset Management
Massachusetts
$249K -$4.08K -13 -1%
LSWP
1443
Liberty Square Wealth Partners
Pennsylvania
$249K +$247K +788 New
FC
1444
FORA Capital
Florida
$248K +$268K +854 New
RC
1445
Rovin Capital
Arizona
$247K +$15.1K +48 +6%
IFG
1446
Independent Financial Group
California
$247K +$43.6K +139 +20%
CBT
1447
Crews Bank & Trust
Florida
$246K +$267K +849 New
PCP
1448
Proficio Capital Partners
Massachusetts
$246K +$266K +848 New
TPI
1449
Trust Point Inc
Wisconsin
$245K +$2.83K +9 +1%
BW
1450
Bison Wealth
Georgia
$245K +$265K +845 New
56 57
58
59 60