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APD

Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
1451
Close Asset Management
United Kingdom
$243K – – –
MFA
1452
Mayflower Financial Advisors
Massachusetts
$243K +$942 +3 +0.4%
VCM
1453
Virtue Capital Management
Tennessee
$242K – – –
4WM
1454
49 Wealth Management
Texas
$239K +$46.8K +149 +22%
LIG
1455
Lokken Investment Group
Delaware
$238K -$73.2K -233 -22%
EBT
1456
Enterprise Bank & Trust
Massachusetts
$237K – – –
HI
1457
Harbour Investments
Wisconsin
$236K -$2.51K -8 -1%
CWM
1458
Calamos Wealth Management
Illinois
$235K +$4.4K +14 +2%
RTC
1459
Real Talk Capital
Tennessee
$234K +$253K +807 New
PAMG
1460
Patton Albertson Miller Group
Tennessee
$233K – – –
BWCS
1461
Beirne Wealth Consulting Services
Connecticut
$232K – – –
DWM
1462
Dorchester Wealth Management
Quebec, Canada
$232K – – –
DCM
1463
Dudley Capital Management
Virginia
$232K – – –
HWA
1464
Heartwood Wealth Advisors
Virginia
$232K – – –
JSA
1465
Jacobson & Schmitt Advisors
Wisconsin
$232K – – –
CWM
1466
Challenger Wealth Management
California
$232K +$251K +800 New
CBTWT
1467
Community Bank & Trust (Waco, Texas)
Texas
$232K – – –
HBW
1468
Hazlett, Burt & Watson
West Virginia
$232K – – –
IAS
1469
Investment Advisory Services
Texas
$232K +$314 +1 +0.1%
CFA
1470
CWS Financial Advisors
Michigan
$231K – – –
AFW
1471
Avantra Family Wealth
Pennsylvania
$231K +$250K +796 New
EC
1472
EntryPoint Capital
New York
$230K +$249K +793 New
BPW
1473
Bingham Private Wealth
California
$230K +$249K +792 New
WFI
1474
West Family Investments
California
$229K -$5.34K -17 -2%
CC
1475
Callan Capital
California
$228K +$4.71K +15 +2%
57 58
59
60 61