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APD

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
1451
BKM Wealth Management
Wisconsin
$245K -$6.91K -22 -3%
ACM
1452
Advisors Capital Management
New Jersey
$243K -$4.71K -15 -2%
CAM
1453
Close Asset Management
United Kingdom
$243K – – –
MFA
1454
Mayflower Financial Advisors
Massachusetts
$243K +$942 +3 +0.4%
VCM
1455
Virtue Capital Management
Tennessee
$242K – – –
4WM
1456
49 Wealth Management
Texas
$239K +$46.8K +149 +22%
LIG
1457
Lokken Investment Group
Delaware
$238K -$73.2K -233 -22%
EBT
1458
Enterprise Bank & Trust
Massachusetts
$237K – – –
HI
1459
Harbour Investments
Wisconsin
$236K -$2.51K -8 -1%
CWM
1460
Calamos Wealth Management
Illinois
$235K +$4.4K +14 +2%
RTC
1461
Real Talk Capital
Tennessee
$234K +$253K +807 New
BWM
1462
Bullock Wealth Management
Indiana
$233K -$314 -1 -0.1%
PAMG
1463
Patton Albertson Miller Group
Tennessee
$233K – – –
BWCS
1464
Beirne Wealth Consulting Services
Connecticut
$232K – – –
DWM
1465
Dorchester Wealth Management
Quebec, Canada
$232K – – –
DCM
1466
Dudley Capital Management
Virginia
$232K – – –
HWA
1467
Heartwood Wealth Advisors
Virginia
$232K – – –
JSA
1468
Jacobson & Schmitt Advisors
Wisconsin
$232K – – –
CWM
1469
Challenger Wealth Management
California
$232K +$251K +800 New
CBTWT
1470
Community Bank & Trust (Waco, Texas)
Texas
$232K – – –
HBW
1471
Hazlett, Burt & Watson
West Virginia
$232K – – –
IAS
1472
Investment Advisory Services
Texas
$232K +$314 +1 +0.1%
CFA
1473
CWS Financial Advisors
Michigan
$231K – – –
AFW
1474
Avantra Family Wealth
Pennsylvania
$231K +$250K +796 New
EC
1475
EntryPoint Capital
New York
$230K +$249K +793 New
57 58
59
60 61